Feed Salesloft Data into FineReport

The CData JDBC Driver for Salesloft fully implements the JDBC standard and can provide Salesloft data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Salesloft data as JDBC data source in FineReport and view Salesloft data as a table in the Report Designer.

Set Up a JDBC Data Source of Salesloft Data

Follow the instruction below to set Salesloft data as a FineReport database connection.

1. Copy the cdata.jdbc.salesloft.jar file from the lib folder in the CData JDBC Driver for Salesloft installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.salesloft.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
👁 FineReport Server Tab (Salesforce is shown.)

Next we will set up the data connection definition in the window.

1. Database: Others
2. JDBC Driver: cdata.jdbc.salesloft.SalesLoftDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties. SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

   Using OAuth

   For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

   Using APIKey

   Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.salesloft.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 JDBC URL is below:

    jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH;
    

👁 FineReport data connection definition window (Salesforce is shown.)

4. Click Connection pool attributes and set Test before getting connections to No.
👁 FineReport connection pool (Salesforce is shown.)

Click Test connection to ensure you have configured the connection properly. With the connection to Salesloft set up, you can use it as FineReport data source.

Select Salesloft Data in the Report Designer.

1. Click to add a new template data set and select DB query to open the database query window.
👁 Adding a new DB query.

2. Choose the JDBC connection that you created from the dropdown list.
3. The Salesloft entities will appear as tables on the left pane.
4. Write a SELECT statement for the Salesloft data tables and columns that you want to load.
👁 FineReport database query (Salesforce is shown.)

5. Click preview and data is shown as table.
👁 FineReport database query preview (Salesforce is shown.)

With these simple steps, Salesloft can be used as a JDBC data source in FineReport.