Analyze Salesforce Data 360 Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Salesforce Data 360 data. The CData API Server generates an OData API for Salesforce Data 360, which is natively consumable in Reveal. In this article, we walk through connecting to Salesforce Data 360 in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Salesforce Data 360 from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
   
2. Select "Salesforce Data 360" 👁 Selecting a Connector (Salesforce is shown).
   
3. Enter the necessary authentication properties to connect to Salesforce Data 360.

   Salesforce Data 360 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 360 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 360'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.

   👁 Configuring a connection (Salesforce is shown).
   

Add Salesforce Data 360 Resource Definitions in API Server

After connecting to Salesforce Data 360, create Resources, which represent API endpoints for Salesforce Data 360 data.

1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
   
2. Select the Salesforce Data 360 connection 👁 Selecting a connection (Salesforce is shown)
   
3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
   
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to Salesforce Data 360 from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Salesforce Data 360 Connection and Resource(s) 👁 Creating a new user
   

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With the API Server configured, we can visualize Salesforce Data 360 data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Source -> OData Feed 👁 Adding a new OData data source
   
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
   
4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
   
5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
   
6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)
   

More Information & Free Trial

At this point, you have created a simple dashboard from live Salesforce Data 360 data. For more information on creating OData feeds from Salesforce Data 360 (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Salesforce Data 360 data in tools that consume OData APIs.