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CData Connect Server

Access Salesforce Einstein Data in PHP through Connect Server



Connect to Salesforce Einstein through the standard SQL Server libraries in PHP.

You can use CData Connect Server to access Salesforce Einstein data from SQL Server clients, without needing to perform an ETL or cache data. Follow the steps below to create a virtual SQL Server database for Salesforce Einstein and connect to Salesforce Einstein data in real time through PHP's standard SQL Server interface, i.e. sqlsrv_connect.

CData Connect Server provides a pure SQL Server interface for Salesforce Einstein, allowing you to easily build reports from live Salesforce Einstein data in PHP — without replicating the data to a natively supported database. As you build visualizations, PHP 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 PHP.

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual SQL Server database:

  • Server name/Host: Specify the remote host location where the service is running.
  • Username: Specify the username for a user you authorized in Connect Server.
  • Password: Specify the password for the authorized user account.
  • Database Name: Specify the name of the virtual database you created for Salesforce Einstein.
  • Port: Specify the port the service is running on, port 1433 in this example.

sqlsrv_connect

<?php
$serverName = "connect_server_url, 1433"; //Connect Server Address, portNumber (default is 1433)
$connectionInfo = array( "Database"=>"SFEinsteinAnalytics1", "UID"=>"userName", "PWD"=>"password");
$conn = sqlsrv_connect( $serverName, $connectionInfo);

if( $conn ) {
     echo "Connection established.<br>";
}else{
     echo "Connection could not be established.<br>";
     die( print_r( sqlsrv_errors(), true));
}
?>

PDO

<?php
<?php
$user = my_connect_user
$pass = my_connect_pass

$pdo = new PDO("sqlsrv:Server=connect_server_url,1433;Database=SFEinsteinAnalytics1", $user , $pass);

?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

  1. Query the table; for example, Dataset_Opportunity. The results will be stored as an associative array in the $result object.
  2. Iterate over each row and column, printing the values to display in the PHP page.
  3. Close the connection.

sqlsrv_connect

$result = $sqlsrv_connect->query("SELECT Name, CloseDate FROM Dataset_Opportunity");
while($row = $result->fetch_assoc()) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$sqlsrv_connect->close();

PDO

$result = $pdo->query("SELECT Name, CloseDate FROM Dataset_Opportunity");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br>"; 
  }
}
$result = null;
$pdo = null;

SQL Server Access to Salesforce Einstein Data using PHP

You have retrieved live Salesforce Einstein Data using PHP. Now, you can easily access data sources and more — all without replicating Salesforce Einstein data.

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