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Get the Report →Create Salesloft-Connected Business Apps in AppSheet
Use CData Connect Server to connect to Salesloft from AppSheet and build custom business apps using live Salesloft data.
AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Server, you get instant access to Salesloft data for business applications. This article shows how to create a virtual database for Salesloft in Connect Server and build a simple app from Salesloft data in AppSheet.
CData Connect Server provides a pure SQL Server interface for Salesloft, allowing you to easily build reports from live Salesloft data in AppSheet — without replicating the data to a natively supported database. As you build visualizations, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Salesloft, leveraging server-side processing to quickly return the requested Salesloft data.
Create a Virtual SQL Server Database for Salesloft Data
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Login to Connect Server and click Connections.
- Select "Salesloft" from Available Data Sources.
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Enter the necessary authentication properties to connect to Salesloft.
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.
- Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.
With the virtual database created, you are ready to connect to Salesloft data from AppSheet.
Connect to Salesloft in AppSheet
The steps below outline connecting to CData Connect Server from AppSheet to create a new Salesloft data source.
- Log into AppSheet.
- Click the letter icon in the top-right corner, then select Account Settings.
- Click the Sources tab and click + New Data Source. Then, select Cloud Database.
- Set the connection information to the following:
- Type: SQLServer
- Server: the endpoint for your instance, including port, for example, CONNECT_SERVER_URL,3306
- Database: the virtual database, for example, SalesLoft1
- Username: a Connect Server user with permissions for the database
- Password: the password for the above Connect Server user
- SSL: Require SSL
- Click Test. Then, click Authorize Access.
Create an App
Once you create the data source for Salesloft, you can start building apps on Salesloft data.
- Start by clicking + Create -> App -> Start with existing data.
- Name the app and select an appropriate category, based on your data. Then, click Choose your data.
- Select the newly created data source (e.g., SalesLoft1).
- Select the table or view with the data you want.
At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.
To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try the CData Connect Server.