Create Salesforce Einstein-Connected Business Apps in AppSheet

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Server, you get instant access to Salesforce Einstein data for business applications. This article shows how to create a virtual database for Salesforce Einstein in Connect Server and build a simple app from Salesforce Einstein data in AppSheet.

CData Connect Server provides a pure SQL Server interface for Salesforce Einstein, allowing you to easily build reports from live Salesforce Einstein data in AppSheet — without replicating the data to a natively supported database. As you build visualizations, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Salesforce Einstein, leveraging server-side processing to quickly return the requested Salesforce Einstein data.

Create a Virtual SQL Server Database for Salesforce Einstein Data

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

1. Login to Connect Server and click Connections.
2. Select "Salesforce Einstein" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Salesforce Einstein.

   Salesforce Einstein Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce Einstein Analytics.

   See the Getting Started section of the CData data provider documentation for an authentication guide.

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

With the virtual database created, you are ready to connect to Salesforce Einstein data from AppSheet.

Connect to Salesforce Einstein in AppSheet

The steps below outline connecting to CData Connect Server from AppSheet to create a new Salesforce Einstein data source.

1. Log into AppSheet.
2. Click the letter icon in the top-right corner, then select Account Settings.
3. Click the Sources tab and click + New Data Source. Then, select Cloud Database.
4. Set the connection information to the following:
   • Type: SQLServer
   • Server: the endpoint for your instance, including port, for example, CONNECT_SERVER_URL,3306
   • Database: the virtual database, for example, SFEinsteinAnalytics1
   • Username: a Connect Server user with permissions for the database
   • Password: the password for the above Connect Server user
   • SSL: Require SSL
5. Click Test. Then, click Authorize Access.

Create an App

Once you create the data source for Salesforce Einstein, you can start building apps on Salesforce Einstein data.

1. Start by clicking + Create -> App -> Start with existing data.
2. Name the app and select an appropriate category, based on your data. Then, click Choose your data.
3. Select the newly created data source (e.g., SFEinsteinAnalytics1).
4. Select the table or view with the data you want.

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try the CData Connect Server.