Import Salesforce Data Cloud Data into FileMaker Pro



Create reports that integrate Salesforce Data Cloud data in Filemaker Pro.

One of the strengths of the CData ODBC driver is its ubiquitous support across many applications and platforms. In this article, you will configure the ODBC driver in FileMaker Pro and create data visualizations with Salesforce Data Cloud data.

Query Salesforce Data Cloud Data in FileMaker Pro

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. See the "Getting Started" chapter of the help documentation for a guide to creating a DSN on Windows or Unix-based systems like Mac OS X and Linux.

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.

    When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    You can then load Salesforce Data Cloud data into tables in Filemaker Pro:

    1. In your solution, click File -> Import Records -> ODBC Data Source, and select the CData Salesforce Data Cloud DSN.
    2. In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. For example:

      SELECT [Account ID], [Account Name] FROM Account WHERE EmployeeCount > 250

      You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.

    3. In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table ("CData SalesforceDataCloud Source") from the Target box, and click Import.

    For more information on the SQL that the driver supports out of the box, see the help documentation.

    Process Data at Design Time

    You can sort and aggregate data, as well as calculate summary functions, while you browse tables. To manipulate the view of data at design time, first complete the two steps below:

    1. Switch to Browse mode: Click the Mode pop-up menu in the footer of the application.
    2. Switch to Table view: Click the table icon in the View As menu in the main toolbar of the application.

    Aggregate and Summarize

    Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:

    1. Sort: Click the arrow in the [Account ID] column header and then click Sort Ascending in the resulting menu.
    2. Group: In the menu for the [Account ID] column click Add Trailing Group by [Account ID] to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.
    3. Summarize: In the menu for a column that has been grouped, select a summary from the Trailing Subtotals menu.

    the procedure below to create a simple bar chart that shows the total [Account Name] for each [Account ID].

    1. Click the arrow in the [Account Name] column header and click "Chart by [Account Name]" in the menu. If you have already grouped on a column in the Table view, [Account ID], for example, you can select the option to chart [Account Name] by [Account ID].
    2. In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.

    Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create a basic chart.

    1. Click the button next to the Data box and select Specify Field Value. Select a column in the resulting dialog.
    2. Select a summary for the y-axis in the Summary menu.

Ready to get started?

Download a free trial of the Salesforce Data Cloud ODBC Driver to get started:

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Learn more:

Salesforce Data Cloud Icon Salesforce Data Cloud ODBC Driver

The Salesforce Data Cloud ODBC Driver is a powerful tool that allows you to connect with live data from Salesforce Data Cloud, directly from any applications that support ODBC connectivity.

Access Salesforce Data Cloud data like you would a database - read, write, and update Salesforce Data Cloud 0, etc. through a standard ODBC Driver interface.