Salesloft Reporting and Star Schemas in OBIEE



Create a star schema that shows perspectives on Salesloft facts in real time.

The CData ODBC Driver for Salesloft is a standard database driver that can integrate real-time access to Salesloft data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Salesloft data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Salesloft Data as a Remote Oracle Database.

Connect to Salesloft as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, 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.

Import Salesloft Metadata

Follow the steps below to use the OBIEE Client Tools to import Salesloft metadata into an OBIEE repository. You can then integrate Salesloft data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select Salesloft tables.
You can now create star schemas based on Salesloft tables:

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Salesloft Icon Salesloft ODBC Driver

The Salesloft ODBC Driver is a powerful tool that allows you to connect with live data from Salesloft, directly from any applications that support ODBC connectivity.

Access Salesloft data like you would a database - read, write, and update Salesloft 0, etc. through a standard ODBC Driver interface.