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Connect to Salesforce Einstein as an External Data Source using PolyBase

Use the CData ODBC Driver for Salesforce Einstein and PolyBase to create an external data source in SQL Server 2019 with access to live Salesforce Einstein data.

PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData ODBC Driver for Salesforce Einstein, you get access to your Salesforce Einstein data directly alongside your SQL Server data. This article walks through creating an external data source and external tables to grant access to live Salesforce Einstein data using T-SQL queries.

The CData ODBC drivers offer unmatched performance for interacting with live Salesforce Einstein data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Salesforce Einstein, the driver pushes down supported SQL operations, like filters and aggregations, directly to Salesforce Einstein and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Salesforce Einstein data, using a single query to pull data from distributed sources.

Connect to Salesforce Einstein

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData Salesforce Einstein Sys is created automatically).

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.

Click "Test Connection" to ensure that the DSN is connected to Salesforce Einstein properly. Navigate to the Tables tab to review the table definitions for Salesforce Einstein.

Create an External Data Source for Salesforce Einstein Data

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.

CREATE MASTER KEY ENCRYPTION BY PASSWORD = 'password';

Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Salesforce Einstein data.

NOTE: Since Salesforce Einstein does not require a User or Password to authenticate, you may use whatever values you wish for IDENTITY and SECRET.

CREATE DATABASE SCOPED CREDENTIAL sfeinsteinanalytics_creds
WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Salesforce Einstein

Execute the following SQL command to create an external data source for Salesforce Einstein with PolyBase, using the DSN and credentials configured earlier.

For Salesforce Einstein, set SERVERNAME to 'localhost' or '127.0.0.1' and leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_sfeinsteinanalytics_source
WITH ( 
  LOCATION = 'odbc://SERVERNAME[:PORT]',
  CONNECTION_OPTIONS = 'DSN=CData Salesforce Einstein Sys',
  -- PUSHDOWN = ON | OFF,
  CREDENTIAL = sfeinsteinanalytics_creds
);

Create External Tables for Salesforce Einstein

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Salesforce Einstein data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for Salesforce Einstein. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a Salesforce Einstein Dataset_Opportunity would look similar to the following:

CREATE EXTERNAL TABLE Dataset_Opportunity(
  Name [nvarchar](255) NULL,
  CloseDate [nvarchar](255) NULL,
  ...
) WITH ( 
  LOCATION='Dataset_Opportunity',
  DATA_SOURCE=cdata_sfeinsteinanalytics_source
);

Having created external tables for Salesforce Einstein in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Salesforce Einstein, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Salesforce Einstein and start working with live Salesforce Einstein data alongside your SQL Server data today.