Create Interactive Metabase Dashboards that Work with Salesforce Chatter Data

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CData Connect



Use CData Connect to create a virtual MySQL database for Salesforce Chatter data and create an interactive dashboard in Metabase from Salesforce Chatter data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Salesforce Chatter data. This article describes how to create a virtual database for Salesforce Chatter and build a simple visualization using Salesforce Chatter data.

CData Connect provides a pure SQL interface for Salesforce Chatter, allowing you to easily integrate with live Salesforce Chatter data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Salesforce Chatter, leveraging server-side processing to quickly return Salesforce Chatter data.

Create a Virtual MySQL Database for Salesforce Chatter Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Salesforce Chatter" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Salesforce Chatter.

    Salesforce Chatter uses OAuth 2.0 authentication. To authenticate to Salesforce Chatter via OAuth 2.0, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Salesforce Chatter.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "Salesforce Chatter (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. Salesforce Chatter1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query Salesforce Chatter Data with Metabase

Once you configure the connection to CData Connect, you can query Salesforce Chatter and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Salesforce Chatter data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT Name, PostCount FROM Users
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Salesforce Chatter data in Metabase. You can continue to work with live Salesforce Chatter data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for Salesforce Chatter (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Salesforce Chatter data in Metabase today.