Create Apps from Salesforce Data Cloud Data in Qlik Sense Cloud

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Server creates a virtual database for Salesforce Data Cloud and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Salesforce Data Cloud. By pairing Qlik Sense Cloud with the CData Connect Server, you get live connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Salesforce Data Cloud data.

In this article, we walk through two connections:

1. Connecting to Salesforce Data Cloud in Connect Server
2. Connecting to Connect Server from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Server to Connect to Salesforce Data Cloud

To connect to Salesforce Data Cloud data from Qlik Sense Cloud, you need to configure Salesforce Data Cloud access from your Connect Server instance. This means creating a user, connecting to Salesforce Data Cloud, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a Connect Server User to connect to Salesforce Data Cloud from Qlik Sense Cloud.

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

Connect to Salesforce Data Cloud 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 "Salesforce Data Cloud" from Available Data Sources
3. Enter the necessary authentication properties to connect to Salesforce Data Cloud.
   
   

   Salesforce Data Cloud supports authentication via the OAuth standard.

   OAuth

   Set AuthScheme to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   
   • Click Save Changes
   • 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 Salesforce Data Cloud OData Endpoints in Connect Server

After connecting to Salesforce Data Cloud, create OData Endpoint for the desired table(s).

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

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

When accessing and connecting to multiple domains from an application such as Ajax, 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.

Create a Qlik Sense App from Salesforce Data Cloud Data

With the connection to Salesforce Data Cloud and OData endpoints created, we are ready to add Salesforce Data Cloud data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

1. Log into your Qlik Sense instance and click the button to create a new app
2. Name and configure the new app and click "Create"
3. In the workspace, click to open the new app
4. Click to add data from files and other sources
5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
   • URL: Set this to the API endpoint for your Salesforce Data Cloud table, using the @CSV URL parameter to ensure a CSV response (i.e. CONNECT_SERVER_URL/api.rsc/SalesforceDataCloud_Account?@CSV)
   • Authentication Schema: Set this to "Basic"
   • User Name: Set this to the user name you configured above
   • Password: Set this to the Authtoken for the above user
6. Click "Create" to query Connect Server for the Salesforce Data Cloud data
7. Check "CSV has header" and under "Tables," select "CSV_source"
8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Salesforce Data Cloud data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Salesforce Data Cloud data. For more information on creating OData feeds from Salesforce Data Cloud (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Salesforce Data Cloud data in Qlik Sense Cloud.