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Use the CData ODBC Driver for Salesforce Einstein in SAS for Real-Time Reporting and Analytics

Connect to real-time Salesforce Einstein data in SAS for reporting, analytics, and visualizations using the CData ODBC Driver for Salesforce Einstein.

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Salesforce Einstein, you gain database-like access to live Salesforce Einstein data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Salesforce Einstein in SAS and creating a simple report based on real-time Salesforce Einstein data.

The CData ODBC Driver offers unmatched performance for interacting with live Salesforce Einstein data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Salesforce Einstein data in SAS.

Connect to Salesforce Einstein as an ODBC Data Source

Information for connecting to Salesforce Einstein follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Salesforce Einstein must be installed on the machine hosting the SAS System).

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Salesforce Einstein in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

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

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Salesforce Einstein Library in SAS

Connect to Salesforce Einstein in SAS by adding a library based on the CData ODBC Driver for Salesforce Einstein.

  1. Open SAS and expand Libraries in the Explorer pane.
  2. In the Active Libraries window, right-click and select New.
  3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
  4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Salesforce Einstein Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Salesforce Einstein data for reports, charts, and analytics.

Using the Query Tool

  1. In SAS, click Tools -> Query
  2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
  3. Select columns and right-click to add filtering, ordering, grouping, etc.
  4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

  1. In SAS, navigate to the Editor window.
  2. Use PROC SQL to query the data and create a local view.
    NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.
    proc sql;
      create view dataset_opportunity_view as
      select 
        name, 
        closedate 
      from 
        odbclib.dataset_opportunity 
      where 
        StageName = 'Closed Won';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Salesforce Einstein Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Salesforce Einstein data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

  1. In SAS, navigate to the Editor window.
  2. Use PROC PRINT to print an HTML report for the Salesforce Einstein Dataset_Opportunity data.
    proc print data=dataset_opportunity;
      title "Salesforce Einstein Dataset_Opportunity Data";
    run;
    

Print a Chart

  1. In SAS, navigate to the Editor window.
  2. Use PROC GCHART to create a chart for the Dataset_Opportunity data.
    proc gchart data=dataset_opportunity;
      pie name / sumvar=closedate
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='Dataset_OpportunityChart';
    run;