Query Salesloft Data as a SQL Server Database in Node.js

You can use CData Connect AI to query Salesloft data through a SQL Server interface. Follow the procedure below to create a virtual database for Salesloft in Connect AI and start querying using Node.js.

CData Connect AI provides a pure MySQL, cloud-to-cloud interface for Salesloft, allowing you to easily query live Salesloft data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Salesloft, leveraging server-side processing to quickly return Salesloft data.

Configure Salesloft Connectivity for NodeJS

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

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

2. Select "Salesloft" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesloft. SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

   Using OAuth

   For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

   Using APIKey

   Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesloft 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 Salesloft data from Node.js.

Query Salesloft from Node.js

The following example shows how to define a connection and execute queries to Salesloft with the SQL Server module. You will need the following information:

• server: tds.cdata.com
• port: 14333
• user: a Connect AI user (e.g. [email protected])
• password: the PAT for the above user
• database: The connection you configured for Salesloft (SalesLoft1)

Connect to Salesloft data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'SalesLoft1'
	}
}

sql.connect(config, err => { 
    if(err){
        throw err ;
    }
    new sql.Request().query('SELECT * FROM Accounts', (err, result) => {
        console.dir(result)
    })
        
});

sql.on('error', err => {
    console.log("SQL Error: " ,err);
})