How to create Visio diagrams from Salesforce Data

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Salesforce. The driver surfaces Salesforce data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to Salesforce data.

Getting Started

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Connect to Salesforce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

OAuth Authentication (default)

The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

Login (or Basic) Authentication

If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

SSO (single sign-on) Authentication

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

Multi-Factor Authentication (MFA)

If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

Connect Salesforce Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

1. Open Visio and click File -> New. Open the Brainstorming template.
2. On the Data tab, click Custom Import and select Other OLEDB or ODBC data source. 👁 Selecting a data source
   
3. Select the ODBC option and select ODBC DSN.
4. Select the DSN for Salesforce, select the table you want to import, and finish the wizard. This article uses Account as an example.

Link Salesforce Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link Salesforce entities to shapes:

1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Account as the text of the main topic.
2. Click Topic.
3. Select a row in the External Data window and drag it onto the drawing page.
4. Right-click the Topic shape and click Data -> Edit Data Graphic.
5. Click New Item.
6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them. 👁 A data graphic for a column.
   
7. Drag a few other Salesforce entities onto the drawing page and add association lines back to the main topic, Account. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Account entities. 👁 Brainstorming with external data. (Salesforce is shown.)
   

You can refresh your diagram from the Data tab, synchronizing your shapes with the external Salesforce data.