Visualize Salesloft Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Salesloft makes it easy to integrate with Salesloft data in Sisense. This article shows how to create an ElastiCube that connects to Salesloft data and use the ElastiCube to visualize Salesloft data in Sisense.

Configure the Connection to Salesloft

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Salesloft 20XX\lib) or copy the jar file (cdata.jdbc.salesloft.SalesLoft.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings.
4. Set the connection string property to the JDBC URL for Salesloft, adding required 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.

   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 example follows:

   jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=REFRESH
5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.salesloft.SalesLoftDriver
7. Leave the username and password properties blank.
8. Click Next.

Add Salesloft Data to an ElastiCube

Once you are connected to Salesloft, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done.
4. Click Build to build the ElastiCube for analytics.

Visualize Salesloft Data

With Salesloft tables added to your ElastiCube, you can perform analytics on your Salesloft data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create
4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Salesloft, you can access Salesloft data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Salesloft data in Sisense today!