Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Vault CRM data. In this article, we will guide you through the process of connecting to Vault CRM via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.
Connect to Vault CRM from Infragistics Reveal
To work with live Vault CRM data in Infragistics Reveal, we need to connect to Vault CRM from Connect AI, provide user access to
the connection, and create a Workspace for the Vault CRM data.
Connect to Vault CRM from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "Vault CRM" from the Add Connection panel
👁 Selecting a data source
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Enter the necessary authentication properties to connect to Vault CRM.
You are ready to connect after specifying the following connection properties:
- Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
- User: The username you use to login to your account.
- Password: The password you use to login to your account.
👁 Configuring a connection (Salesforce is shown)
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Click Save & Test
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Navigate to the Permissions tab in the Add Vault CRM 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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Vault CRM Endpoints for Infragistics Reveal
After connecting to Vault CRM, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
👁 The Workspaces page.
👁 Adding a new Workspace.
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Click Add to add new assets to the Workspace.
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Select the Vault CRM connection (e.g. VaultCRM1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
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Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
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Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Vault CRM data from Infragistics Reveal.
Create a Dashboard in Reveal
With Connect AI configured, we can visualize Vault CRM data in Reveal.
- Log into Reveal and click Dashboards -> New
👁 Adding a new dashboard
- Click Data Sources -> OData Feed
👁 Adding a new OData data source
- Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
👁 Configuring the OData URL
- Select Generic Credentials and
- Set Username to a Connect AI username (e.g. [email protected])
- Set Password to the PAT for the user
👁 Configuring the credentials
- Select the entity you wish to visualize
👁 Selecting an entity to visualize (Salesforce is shown.)
- 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 Vault CRM data. For more information on creating OData feeds from Vault CRM (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live Vault CRM data in tools that consume OData APIs.
