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Einstein JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Salesforce Einstein.

How to set Salesforce Einstein data as a JDBC data source in FineReport.

The CData JDBC Driver for Salesforce Einstein fully implements the JDBC standard and can provide Salesforce Einstein data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Salesforce Einstein data as JDBC data source in FineReport and view Salesforce Einstein data as a table in the Report Designer.

Set Up a JDBC Data Source of Salesforce Einstein Data

Follow the instruction below to set Salesforce Einstein data as a FineReport database connection.

  1. Copy the cdata.jdbc.sfeinsteinanalytics.jar file from the lib folder in the CData JDBC Driver for Salesforce Einstein installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.sfeinsteinanalytics.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.sfeinsteinanalytics.SFEinsteinAnalytics Driver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Einstein JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sfeinsteinanalytics.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

  4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to Salesforce Einstein set up, you can use it as FineReport data source.

Select Salesforce Einstein Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
  2. Choose the JDBC connection that you created from the dropdown list.
  3. The Salesforce Einstein entities will appear as tables on the left pane.
  4. Write a SELECT statement for the Salesforce Einstein data tables and columns that you want to load.
  5. Click preview and data is shown as table.

With these simple steps, Salesforce Einstein can be used as a JDBC data source in FineReport.