Create Datasets from Salesforce Data Cloud in Domo Workbench and Build Visualizations of Salesforce Data Cloud Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Salesforce Data Cloud links Domo Workbench to operational Salesforce Data Cloud data. You can build datasets from Salesforce Data Cloud data using standard SQL queries in Workbench and then create real-time visualizations of Salesforce Data Cloud data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Salesforce Data Cloud data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Salesforce Data Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data Cloud and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Salesforce Data Cloud data using native Domo data types.

Connect to Salesforce Data Cloud 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.

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.

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for Salesforce Data Cloud in Domo Workbench using the Salesforce Data Cloud DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Salesforce Data Cloud Data

You can follow the steps below to build a dataset based on a table in Salesforce Data Cloud in Domo Workbench using the CData ODBC Driver for Salesforce Data Cloud.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Salesforce Data Cloud Account), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData SalesforceDataCloud Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Account

   NOTE: By connecting to Salesforce Data Cloud data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Salesforce Data Cloud-specific APIs or protocols.
9. Click preview. 👁 Querying Salesforce Data Cloud Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Salesforce Data Cloud data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Salesforce Data Cloud data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Salesforce Data Cloud Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Salesforce Data Cloud Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Salesforce Data Cloud, you can build custom datasets based on Salesforce Data Cloud data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.