Connect to Salesloft Data in Ruby

The CData ODBC Driver for Salesloft makes it easy to integrate connectivity to live Salesloft data in Ruby. This article shows how to create a simple Ruby app that connects to Salesloft data, executes a query, and displays the results.

Create an ODBC Connection to Salesloft Data

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.

Installing Ruby and Necessary Gems

If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:

gem install dbi gem install dbd-odbc gem install ruby-odbc

Create a Ruby App with Connectivity to Salesloft Data

Create a new Ruby file (for example: SalesLoftSelect.rb) and open it in a text editor. Copy the following code into your file:

#connect to the DSN require 'DBI' cnxn = DBI.connect('DBI:ODBC:CData SalesLoft Source','','') #execute a SELECT query and store the result set resultSet = cnxn.execute("SELECT Id, Name FROM Accounts WHERE Country = 'Canada'") #display the names of the columns resultSet.column_names.each do |name| print name, "\t" end puts #display the results while row = resultSet.fetch do (0..resultSet.column_names.size - 1).each do |n| print row[n], "\t" end puts end resultSet.finish #close the connection cnxn.disconnect if cnxn

With the file completed, you are ready to display your Salesloft data with Ruby. To do so, simply run your file from the command line:

ruby SalesLoftSelect.rb Writing SQL-92 queries to Salesloft allows you to quickly and easily incorporate Salesloft data into your own Ruby applications. Download a free trial today!