Rapidly Develop Talkdesk-Driven Apps with Active Query Builder

Write standard .NET to expose Talkdesk data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Talkdesk enables standards-based access to Talkdesk. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Talkdesk as an ODBC Data Source

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. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

Set the following connection properties:

• AccountName: The name of your Talkdesk account.
• Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
• OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

Creating a Custom OAuth Application

1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
2. Click Create OAuth Client and give the client a descriptive name.
3. Set Grant Type to Client Credentials.
4. Click Add scopes and select the scopes for the data you want to access.
5. Click Create and copy the Client Id and Client Secret.

When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

Use SQL to Interact with Talkdesk

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms.
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..."
4. Set your desired Connection Name (e.g. CData Talkdesk), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown.
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK."
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.