Visualize Salesforce Data Cloud Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Salesforce Data Cloud makes it easy to integrate with Salesforce Data Cloud data in Sisense. This article shows how to create an ElastiCube that connects to Salesforce Data Cloud data and use the ElastiCube to visualize Salesforce Data Cloud data in Sisense.

Configure the Connection to Salesforce Data Cloud

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Salesforce Data Cloud 20XX\lib) or copy the jar file (cdata.jdbc.salesforcedatacloud.SalesforceDataCloud.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings. 👁 Connecting via JDBC
   
4. Set the connection string property to the JDBC URL for Salesforce Data Cloud, adding required properties.

   Salesforce Data Cloud supports authentication via the OAuth standard.

   OAuth

   Set to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • : GETANDREFRESH. You can use to avoid repeating the OAuth exchange and manually setting the .
   • (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Data Cloud JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.salesforcedatacloud.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical example follows:

   jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;
   

   • Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
   • Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver
   • Leave the username and password properties blank.
   • Click Next. 👁 A configured connection in Sisense (HubSpot is shown).
     

Add Salesforce Data Cloud Data to an ElastiCube

Once you are connected to Salesforce Data Cloud, you can add views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done. 👁 Selected tables to add to the ElastiCube
   
4. Click Build to build the ElastiCube for analytics.

Visualize Salesforce Data Cloud Data

With Salesforce Data Cloud tables added to your ElastiCube, you can perform analytics on your Salesforce Data Cloud data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create 👁 Selecting the newly created ElastiCube
   
4. Click "+ Select Data" and choose fields to add to your visualization. 👁 Visualizing data in Sisense (HubSpot is shown).
   

With the CData JDBC Driver for Salesforce Data Cloud, you can access Salesforce Data Cloud data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Salesforce Data Cloud data in Sisense today!