Build Salesforce Data 360-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your Salesforce Data 360 data directly from your datapine visualizations and dashboards. This article describes connecting to Salesforce Data 360 in CData Connect AI and building a simple Salesforce Data 360-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for Salesforce Data 360, allowing you to query data from Salesforce Data 360 without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Salesforce Data 360, leveraging server-side processing to return the requested Salesforce Data 360 data quickly.

Configure Salesforce Data 360 Connectivity for datapine

Connectivity to Salesforce Data 360 from datapine is made possible through CData Connect AI. To work with Salesforce Data 360 data from datapine, we start by creating and configuring a Salesforce Data 360 connection.

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

2. Select "Salesforce Data 360" from the Add Connection panel

3. Salesforce Data 360 uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce Data 360.
4. Navigate to the Permissions tab in the Add Salesforce Data 360 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.

With the connection configured and a PAT generated, you are ready to connect to Salesforce Data 360 data from datapine.

Connecting to Salesforce Data 360 from datapine

Once you configure your connection to Salesforce Data 360 in Connect AI, you are ready to connect to Salesforce Data 360 from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. SalesforceDataCloud1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Salesforce Data 360 Data in datapine

After connecting to CData Connect AI, you are ready to visualize your Salesforce Data 360 data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Salesforce Data 360 from datapine, you are now able to visualize and analyze real-time Salesforce Data 360 data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!