Replicate Salesforce Einstein Data from PowerShell

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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.



Write a quick PowerShell script to query Salesforce Einstein data. Use connectivity to the live data to replicate Salesforce Einstein data to SQL Server.



The CData ODBC Driver for Salesforce Einstein enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Salesforce Einstein data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Salesforce Einstein data to other databases. This article shows how to replicate Salesforce Einstein data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Create an ODBC Data Source for 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.

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.

Connect to Salesforce Einstein

The code below shows how to use the DSN to initialize the connection to Salesforce Einstein data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection $conn.ConnectionString = "DSN=CData SFEinsteinAnalytics Source x64"

Back Up Salesforce Einstein Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

  • CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

  • CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

    Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open() # Create and execute the SQL Query $SQL = "CACHE DROP EXISTING SELECT * FROM " + $Dataset_Opportunity $cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn) $count = $cmd.ExecuteNonQuery() $conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Salesforce Einstein data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to Salesforce Einstein through the .NET Framework Provider for ODBC:

Retrieve Salesforce Einstein Data

$sql="SELECT Name, CloseDate from Dataset_Opportunity" $da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { $dt.Columns | foreach ($col in dt{ Write-Host $1[$_] } }

Update Salesforce Einstein Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE Dataset_Opportunity SET StageName='Closed Won' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Insert Salesforce Einstein Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO Dataset_Opportunity SET StageName='Closed Won' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Delete Salesforce Einstein Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM Dataset_Opportunity WHERE Id = @myid", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()