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Build Interactive Dashboards from Salesforce Einstein Data in Amazon QuickSight

Create a virtual MySQL database for Salesforce Einstein data in CData Connect Cloud and import Salesforce Einstein data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Cloud, you get cloud-to-cloud access to Salesforce Einstein data for visualizations, dashboards, and more. This article shows how to create a virtual database for Salesforce Einstein in Connect Cloud and build dashboards in Amazon QuickSight with access to Salesforce Einstein data.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Salesforce Einstein, allowing you to easily build visualizations from Salesforce Einstein data in Amazon QuickSight. By importing your Salesforce Einstein data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Create a Virtual MySQL Database for Salesforce Einstein Data

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

  1. Login to Connect Cloud 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 build visualizations in Amazon QuickSight.

Import Salesforce Einstein Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Salesforce Einstein database in Connect Cloud, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Connect Cloud instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Salesforce Einstein Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Salesforce Einstein data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect Cloud page.