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Viewing Salesforce Einstein Data in RAD Studio Data Explorer

How to view Salesforce Einstein data in RAD Studio Data Explorer using the CData FireDAC Components for Salesforce Einstein.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Salesforce Einstein, you gain access to live Salesforce Einstein data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Salesforce Einstein data. This article will walk through connecting to Salesforce Einstein using the Data Explorer.

Connecting to Salesforce Einstein Data Using Data Explorer

You can create a simple application for displaying Salesforce Einstein data by utilizing the CData FireDAC Components for Salesforce Einstein and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData Salesforce Einstein Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Dataset_Opportunity) onto the form.

  7. Select the Dataset_OpportunityTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Dataset_Opportunity data.