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Use standard R functions and the development environment of your choice to analyze Salesloft data with the CData JDBC Driver for Salesloft.
Access Salesloft data with pure R script and standard SQL on any machine where R and Java can be installed. You can use the CData JDBC Driver for Salesloft and the RJDBC package to work with remote Salesloft data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Salesloft and visualize Salesloft data by calling standard R functions.
Install R
You can match the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running open R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open 3.2.3, which is preconfigured to install packages from the Jan. 1, 2016 snapshot of the CRAN repository. This snapshot ensures reproducibility.
Load the RJDBC Package
To use the driver, download the RJDBC package. After installing the RJDBC package, the following line loads the package:
library(RJDBC)
Connect to Salesloft as a JDBC Data Source
You will need the following information to connect to Salesloft as a JDBC data source:
- Driver Class: Set this to cdata.jdbc.salesloft.SalesLoftDriver
- Classpath: Set this to the location of the driver JAR. By default this is the lib subfolder of the installation folder.
The DBI functions, such as dbConnect and dbSendQuery, provide a unified interface for writing data access code in R. Use the following line to initialize a DBI driver that can make JDBC requests to the CData JDBC Driver for Salesloft:
driver <- JDBC(driverClass = "cdata.jdbc.salesloft.SalesLoftDriver", classPath = "MyInstallationDir\lib\cdata.jdbc.salesloft.jar", identifier.quote = "'")
You can now use DBI functions to connect to Salesloft and execute SQL queries. Initialize the JDBC connection with the dbConnect function. 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.
Below is a sample dbConnect call, including a typical JDBC connection string:
conn <- dbConnect(driver,"jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH")
Schema Discovery
The driver models Salesloft APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:
dbListTables(conn)
Execute SQL Queries
You can use the dbGetQuery function to execute any SQL query supported by the Salesloft API:
accounts <- dbGetQuery(conn,"SELECT Id, Name FROM Accounts WHERE Country = 'Canada'")
You can view the results in a data viewer window with the following command:
View(accounts)
Plot Salesloft Data
You can now analyze Salesloft data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:
par(las=2,ps=10,mar=c(5,15,4,2))
barplot(accounts$Name, main="Salesloft Accounts", names.arg = accounts$Id, horiz=TRUE)