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CData Connect Server

Edit and Search External Facebook Ads Objects in Salesforce Connect



Use CData Connect Server to securely provide OData feeds of Facebook Ads data to smart devices and cloud-based applications. Use the CData Connect and Salesforce Connect to create Facebook Ads objects that you can access from apps and the dashboard.

CData Connect Server, enables you to access Facebook Ads data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce1 Mobile App. In this article, you will use CData Connect Server and Salesforce Connect to access external Facebook Ads objects alongside standard Salesforce objects.

Configuring Connect Server

To work with live Facebook Ads data in Salesforce Connect, we need to connect to Facebook Ads from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Facebook Ads data.

Add a Connect Server User

Create a User to connect to Facebook Ads from Reveal through Connect Server.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Facebook Ads from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open Connect Server and click Connections
  2. Select "Facebook Ads" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Facebook Ads.

    Most tables require user authentication as well as application authentication. Facebook uses the OAuth authentication standard. To authenticate to Facebook, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Facebook.

    See the Getting Started chapter of the help documentation for a guide to using OAuth.

  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Facebook Ads OData Endpoints in Connect Server

After connecting to Facebook Ads, create OData Endpoints for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Facebook Ads database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the table definition to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Facebook Ads Data as an External Data Source

Follow the steps below to connect to the feed produced by the API Server.

  1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
  2. Click New External Data Source.
  3. Enter values for the following properties:
    • External Data Source: Enter a label to be used in list views and reports.
    • Name: Enter a unique identifier.
    • Type: Select the option "Salesforce Connect: OData 4.0".
    • URL: Enter the URL to the OData endpoint of the API Server. The format of the OData URL is CONNECT_SERVER_URL/api.rsc/

  4. Select the Writable External Objects option.
  5. Select JSON in the Format menu.

  6. In the Authentication section, set the following properties:
    • Identity Type: If all members of your organization will use the same credentials to access the API Server, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
    • Authentication Protocol: Select Password Authentication to use basic authentication.
    • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
    • Username: Enter the username for a user known to CData Connect Server.
    • Password: Enter the user's authtoken.

Synchronize Facebook Ads Objects

After you have created the external data source, follow the steps below to create Facebook Ads external objects that reflect any changes in the data source. You will synchronize the definitions for the Facebook Ads external objects with the definitions for Facebook Ads tables.

  1. Click the link for the external data source you created.
  2. Click Validate and Sync.
  3. Select the Facebook Ads tables you want to work with as external objects.

Access Facebook Ads Data as Salesforce Objects

After adding Facebook Ads data as an external data source and syncing Facebook Ads tables as external objects, you can use the external Facebook Ads objects just as you would standard Salesforce objects.

  • Create a new tab with a filter list view:

  • Create reports of external objects:

  • Create, update, and delete Facebook Ads objects from the Salesforce dashboard:

Simplified Access to Facebook Ads Data from Applications

At this point, you have a direct connection to live Facebook Ads data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in applications like Salesforce, refer to our Connect Server page.