Edit and Search Quickbase External Objects in Salesforce Connect (API Server)


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

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

Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Quickbase OData services:

Connect to Quickbase

To work with Quickbase data from Salesforce Connect, we start by creating and configuring a Quickbase connection. Follow the steps below to configure the API Server to connect to Quickbase data:

  1. First, navigate to the Connections page.
  2. Click Add Connection and then search for and select the Quickbase connection.
  3. Enter the necessary authentication properties to connect to Quickbase.

    User Authentication Method

    To authenticate with user credentials, specify the following connection properties:

    1. Set the User and Password.
    2. If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.

    User Token Authentication

    To authenticate with a user token, specify the following connection properties:

    1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
  4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Quickbase data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

  1. On the Users page, click Add User to open the Add User dialog.
  2. Next, set the Role, Username, and Privileges properties and then click Add User.
  3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page:

Creating API Endpoints for Quickbase

Having created a user, you are ready to create API endpoints for the Quickbase tables:

  1. First, navigate to the API page and then click Add Table .
  2. Select the connection you wish to access and click Next.
  3. With the connection selected, create endpoints by selecting each table and then clicking Confirm.

Gather the OData Url

Having configured a connection to Quickbase data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

Connect to Quickbase 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 -> Develop -> 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 https://your-server:your-port/api.rsc.

      Note that plain-text is suitable for only testing; for production, use TLS.

  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 the API Server.
    • Password: Enter the user's authtoken.

Synchronize Quickbase Objects

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

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

Access Quickbase Data as Salesforce Objects

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

  • Create a new tab with a filter list view:

  • Display related lists of Quickbase external objects alongside standard Salesforce objects:

  • Create, read, update, and delete Quickbase objects from tabs on the Salesforce dashboard:

Troubleshooting

You can use the following checklist to avoid typical connection problems:

  • Ensure that your server has a publicly accessible IP address. Related to this check, but one layer up, at the operating system layer, you will also need to ensure that your firewall has an opening for the port the API Server is running on. At the application layer, ensure that you have added trusted IP addresses on the Settings -> Security tab of the administration console.
  • Ensure that you are using a connection secured by an SSL certificate from a commercial, trusted CA. Salesforce does not currently accept self-signed certificates or internal CAs.

  • Ensure that the server you are hosting the API Server on is using TLS 1.1 or above. If you are using the .NET API Server, you can accomplish this by using the .NET API Server's embedded server.

    If you are using IIS, TLS 1.1 and 1.2 are supported but not enabled by default. To enable these protocols, refer to the how-to on MSDN and the Microsoft technical reference.

    If you are using the Java edition, note that TLS 1.2 is enabled by default in Java 8 but not in Java 6 or 7. If you are using these earlier versions, you can refer to this this Oracle how-to.

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