Access Live Salesforce Data Cloud Data in SAS JMP via ODBC

You can use the CData ODBC Driver for Salesforce Data Cloud to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Salesforce Data Cloud API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

This article shows how to access Salesforce Data Cloud data into a report and create data visualization. It also shows how to use SQL to query Salesforce Data Cloud data from the JMP Query Builder.

Access Salesforce Data Cloud Data 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.

Import Salesforce Data Cloud Data with the Query Builder

After you have created the Salesforce Data Cloud DSN, you can use SQL to invoke the capabilities of the Salesforce Data Cloud API. Follow the steps below to execute some supported queries in the Query Builder:

1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
2. Click New Connection.
3. On the Machine Data Source tab, select the ODBC DSN you configured and then click Next. 👁 Select the ODBC DSN you configured. (Salesforce is shown.)
   
4. The Select Tables for Query dialog is displayed and in the Available Tables section, select a table and click Primary. After choosing the primary table, click Build Query to open the Query Builder. 👁 Select the Primary table for the Query. (Salesforce is shown.)
   
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated and you can view the generated SQL Query in the SQL tab. 👁 The generated query in the Query Builder. (Salesforce is shown.)
   
6. Click Run Query to display the data. 👁 The results of a query in the Query Builder. (Salesforce is shown.)
   
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Visualize Salesforce Data Cloud Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

1. Drag a dimension column onto the x axis. For example, [Account ID].
2. Drag a measure column onto the y axis. For example, [Account Name].
3. Select a chart type. For example, a bar chart. 👁 Configuration of a basic chart. (Salesforce is shown.)