Connect to Salesforce Einstein in Power Automate Desktop via ODBC

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Einstein ODBC Driver

The Einstein ODBC Driver is a powerful tool that allows you to connect with live data from Salesforce Einstein, directly from any applications that support ODBC connectivity.

Access Salesforce Einstein platform and prediction services data like you would a database, through a standard ODBC Driver interface.



The CData ODBC Driver for Salesforce Einstein enables you to integrate Salesforce Einstein data into workflows built using Microsoft Power Automate Desktop.

The CData ODBC Driver for Salesforce Einstein enables you to access live Salesforce Einstein data in workflow automation tools like Power Automate. This article shows how to integrate Salesforce Einstein data into a simple workflow, moving Salesforce Einstein data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Salesforce Einstein data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Salesforce Einstein, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Einstein and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to Salesforce Einstein as an ODBC Data Source

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.

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.

When you configure the DSN, 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 workflows.

Integrate Salesforce Einstein Data into Power Automate Workflows

After configuring the DSN for Salesforce Einstein, you are ready to integrate Salesforce Einstein data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to Salesforce Einstein, query Salesforce Einstein using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

  • Connection string: DSN=CData Salesforce Einstein Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

  • Get connection by: SQL connection variable
  • SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
  • SQL statement: SELECT * FROM Dataset_Opportunity

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

  • Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
  • File path: set to a file on disk
  • Configure Advanced settings as needed.

After configuring the action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move Salesforce Einstein data into a CSV file.

With the CData ODBC Driver for Salesforce Einstein, you get live connectivity to Salesforce Einstein data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using the CData ODBC Driver for Salesforce Einstein with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):