Use the CData ODBC Driver for Salesforce Einstein in SAS JMP

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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.

You can use the CData ODBC Driver to integrate Salesforce Einstein data into the statistical analysis tools available in SAS JMP. This article shows how to use Salesforce Einstein data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Salesforce Einstein to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Salesforce Einstein API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Salesforce Einstein API supports bidirectional access. This article shows how to access Salesforce Einstein data into a report and create data visualization. It also shows how to use SQL to query and manipulate Salesforce Einstein data from the JMP Query Builder.

Access Salesforce Einstein Data 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 reports and visualizations.

Import Salesforce Einstein Data with the Query Builder

After you have created the Salesforce Einstein DSN, you can use SQL to invoke the capabilities of the Salesforce Einstein API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Salesforce Einstein Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData SFEinsteinAnalytics Source;", "INSERT INTO Dataset_Opportunity (StageName) VALUES ('Closed Won');");

Visualize Salesforce Einstein Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Name.
  2. Drag a measure column onto the y axis. For example, CloseDate.
  3. Select a chart type. For example, a bar chart.