Search External Procore Objects in Salesforce Connect

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

Connect to Procore from Salesforce

To work with live Procore data in Salesforce Connect, we need to connect to Procore from Connect AI, provide user access to the connection, and create a Workspace for the Procore data.

Connect to Procore from Connect AI

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Procore" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Procore.

   To connect to Procore, register an application in the Procore Developer Portal under My Apps. Add an OAuth component to the Sandbox manifest, set the Redirect URI to https://oauth.cdata.com/oauth/, then promote the manifest to Production to receive usable credentials. Then set the following:

   • OAuth Client Id: The Client ID from your Procore application.
   • OAuth Client Secret: The Client Secret from your Procore application.

   Click Sign In to complete OAuth authentication.

   For service account access, add a Data Connection component to your app instead. Enter the OAuth Client Id and Client Secret — no browser sign-in is required.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Procore Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Procore Endpoints for Salesforce Connect

After connecting to Procore, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Procore connection (e.g. API1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Procore data from Salesforce Connect.

Connect to Procore Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect AI.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: 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 Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
4. Select JSON in the Format menu.
5. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect AI, 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 a CData Connect AI username (e.g. [email protected]).
   • Password: Enter the user's PAT.

Synchronize Procore Objects

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

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

Access Procore Data as Salesforce Objects

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

• Create a new tab with a filter list view:

  

• Create reports of external objects:

  

Simplified Access to Procore Data from Cloud Applications

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