Analyze Salesforce Einstein Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Server and Salesforce Einstein Connector to build dynamic dashboards from live Salesforce Einstein data. The CData Connect Server creates a virtual database for Salesforce Einstein and can be used to generate an OData API (natively consumable in Reveal) for Salesforce Einstein. In this article, we walk through connecting to Salesforce Einstein in Connect Server and connecting to Connect Server from Infragistics Reveal to create a simple dashboard.

Add a Connect Server User

Create a User to connect to Salesforce Einstein from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Salesforce Einstein from Connect Server

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

1. Open 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 (SELECT is all that is required for Reveal).

Add Salesforce Einstein OData Endpoints in Connect Server

After connecting to Salesforce Einstein, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Salesforce Einstein database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With Connect Server configured, we can visualize Salesforce Einstein data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the Connect Server API endpoint URL (found in API -> Discovery -> Base URL), for example: CONNECT_SERVER_URL/api.rsc
4. Select Generic Credentials and specify the Connect Server username and authentication token
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Salesforce Einstein data. For more information on creating OData feeds from Salesforce Einstein (and more than 150 other sources), visit the Connect Server page. Download a free, 30-day trial and start working live Salesforce Einstein data in tools that consume OData APIs.