Ready to get started?

Learn more about the CData ODBC Driver for Salesforce Einstein or download a free trial:

Download Now

Using the CData ODBC Driver for Salesforce Einstein in PyCharm

Connect to Salesforce Einstein as an ODBC data source in PyCharm using the CData ODBC Driver for Salesforce Einstein.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Salesforce Einstein from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Salesforce Einstein as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Salesforce Einstein

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData SFEinsteinAnalytics Source] Driver = CData ODBC Driver for Salesforce Einstein Description = My Description OAuthClientId = MyConsumerKey OAuthClientSecret = MyConsumerSecret CallbackURL = http://localhost:portNumber

Execute SQL to Salesforce Einstein

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for SFEinsteinAnalytics};OAuthClientId = MyConsumerKey;OAuthClientSecret = MyConsumerSecret;CallbackURL = http://localhost:portNumber;') cursor = cnxn.cursor() cursor.execute("SELECT Name, CloseDate FROM Dataset_Opportunity WHERE StageName = 'Closed Won'") rows = cursor.fetchall() for row in rows: print(row.Name, row.CloseDate)

After connecting to Salesforce Einstein in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Salesforce Einstein data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.