Create Reports from Salesforce Einstein Data in Google Data Studio

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CData Connect Server


Use CData Connect Server to create a virtual MySQL Database for Salesforce Einstein data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Server, you get instant access to Salesforce Einstein data for visualizations, dashboards, and more. This article shows how to create a virtual database for Salesforce Einstein and build reports from Salesforce Einstein data in Google Data Studio.

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

This article requires a CData Connect Server instance and the CData Connect Server Connector for Google Data Studio. Get more information on the CData Connect Server and sign up for a free trial at https://www.cdata.com/connect.


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. Log into Connect Server and click Databases.
  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 Test Database.
  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 Google Data Studio.

Visualize Live Salesforce Einstein Data in Google Data Studio

The steps below outline connecting to CData Connect Server from Google Data Studio to create a new Salesforce Einstein data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Server Connector.
  2. Authorize the Connector to connect to an external service (your Connect Server instance).
  3. Use your instance name (myinstance in CONNECT_SERVER_URL), username, and password to connect to your Connect Server instance.
    • Username: myinstance/username
    • Password: your Connect Server password
  4. Select a Database (e.g. SFEinsteinAnalytics1) and click Next.
  5. Select a Table (e.g. Dataset_Opportunity) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Server instance (server address, port, username, and password).

SQL Access to Salesforce Einstein Data from Applications

Now you have a direct connection to live Salesforce Einstein data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Salesforce Einstein data.

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