Connect to Salesforce Marketing Data from Crystal Reports

Crystal Reports is a business intelligence application by SAP designed to help you analyze your data with well-formatted, pixel-perfect, and multi-page reports. When paired with CData Connect AI, Crystal Reports gets access to live Salesforce Marketing data. This article demonstrates how to connect to Salesforce Marketing using Connect AI and report on Salesforce Marketing data in Crystal Reports.

CData Connect AI provides a pure SQL Server interface for Salesforce Marketing, allowing you to query data from Salesforce Marketing without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Salesforce Marketing, leveraging server-side processing to return the requested Salesforce Marketing data quickly.

Configure Salesforce Marketing Connectivity for Crystal Reports

Connectivity to Salesforce Marketing from Crystal Reports is made possible through CData Connect AI. To work with Salesforce Marketing data from Crystal Reports, we start by creating and configuring a Salesforce Marketing connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Salesforce Marketing" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Salesforce Marketing.

   Authenticating to the Salesforce Marketing Cloud APIs

   Set the and to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

   Connecting to the Salesforce Marketing Cloud APIs

   By default, the data provider connects to production environments. Set to true to use a Salesforce Marketing Cloud sandbox account.

   The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set .

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesforce Marketing Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Salesforce Marketing data from Crystal Reports.

Connect to Salesforce Marketing from Crystal Reports using Connect AI

To establish a connection from Crystal Reports to CData Connect AI, you will need to download the JDBC driver.

1. Open the Client Tools page of CData Connect AI.
2. Search for and select JDBC.
3. Download and run the setup file.
4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the Crystal Reports installation location and configure the connection to Connect AI.

1. Find the installation directory for Crystal Reports, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
2. Paste the JDBC Connect JAR file into the Crystal Reports installation directory.
3. Go to the parent java folder. For example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java This folder should contain a CRConfig file. 👁 Locating the CRConfig file in the Crystal Reports installation directory.
   
4. Open CRConfig in a text editor.
5. Add the path to the JDBC CData Connect JAR file in the
6. Log into Crystal Reports and start a blank report.
7. In the Database Expert dialog, click Create New Connection.
8. Select the JDBC data source and the tables you want to add. Click OK. 👁 Selecting the JDBC data source.
   
9. In the Connection dialog, enter the Connection URL (e.g. jdbc:connect:AuthScheme=Basic;user=username;password=PAT;) and Database Classname (e.g. cdata.jdbc.connect.ConnectDriver). 👁 Configuring the connection.
   
10. Click Finish. The Database Expert dialog displays all available connections. 👁 Browsing the available data from Connect AI.
    

You can now create reports with the connected data.

Get CData Connect AI

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