Viewing Talkdesk Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Talkdesk, you gain access to live Talkdesk data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve Talkdesk data. This article will walk through connecting to Talkdesk using the Data Explorer.

Configure a Connection to Talkdesk

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.

Connecting to Talkdesk Data Using Data Explorer

You can create a simple application for displaying Talkdesk data by utilizing the CData FireDAC Components for Talkdesk and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Talkdesk.
6. Back in the Data Explorer, expand the views for the connection.

7. Create a new VCL Forms application and drag a view (for example: Users) onto the form.

   
8. Select the UsersView object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   

10. Arrange the TStringGrid on the form and run the application to see the Users data.

    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Talkdesk Data in C++Builder
• DataBind Controls to Talkdesk Data in Delphi
• Build a Simple VCL Application for Talkdesk Data