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Connect to Salesforce Einstein Data in Ruby

Connect to Salesforce Einstein data in Ruby with ruby-dbi, dbd-odbc, and ruby-odbc.

The CData ODBC Driver for Salesforce Einstein makes it easy to integrate connectivity to live Salesforce Einstein data in Ruby. This article shows how to create a simple Ruby app that connects to Salesforce Einstein data, executes a query, and displays the results.

Create an ODBC Connection to Salesforce Einstein Data

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.

Installing Ruby and Necessary Gems

If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:

gem install dbi gem install dbd-odbc gem install ruby-odbc

Create a Ruby App with Connectivity to Salesforce Einstein Data

Create a new Ruby file (for example: SFEinsteinAnalyticsSelect.rb) and open it in a text editor. Copy the following code into your file:

#connect to the DSN require 'DBI' cnxn = DBI.connect('DBI:ODBC:CData SFEinsteinAnalytics Source','','') #execute a SELECT query and store the result set resultSet = cnxn.execute("SELECT Name, CloseDate FROM Dataset_Opportunity") #display the names of the columns resultSet.column_names.each do |name| print name, "\t" end puts #display the results while row = resultSet.fetch do (0..resultSet.column_names.size - 1).each do |n| print row[n], "\t" end puts end resultSet.finish #close the connection cnxn.disconnect if cnxn

With the file completed, you are ready to display your Salesforce Einstein data with Ruby. To do so, simply run your file from the command line:

ruby SFEinsteinAnalyticsSelect.rb Writing SQL-92 queries to Salesforce Einstein allows you to quickly and easily incorporate Salesforce Einstein data into your own Ruby applications. Download a free trial today!