Reading data in an ODBC application
In this section we will learn how to configure and use Salesforce Connector in the API Driver to extract data from the Salesforce.
Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver
Step-by-step instructions
To get data from using we first need to create a DSN (Data Source) which will access data from . We will later be able to read data using . Perform these steps:
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Download and install ODBC PowerPack.
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Open ODBC Data Sources (x64):
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Create a User data source (User DSN) based on ZappySys Salesforce Driver:
ZappySys Salesforce Driver
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Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
in design-time , when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit. -
Create and use System DSN
if the client application is launched under a System Account, e.g. as a Windows Service.
Usually, this is an ideal option to use
in a production environment . Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
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Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
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Now, we need SalesForce Connection. Lets create it.
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Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).SELECT * FROM Account WHERE Name like '%Oil%'
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Click OK to finish creating the data source
Video Tutorial
Reading Salesforce data from client application
- Firstly, to get data from ODBC data source based on ZappySys ODBC driver, in your client application, you would need to connect to ODBC source and then from the list select the data source.
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Finally, to read the data just read tables/views in your app or enter a SQL statement to extract data, e.g.:
SELECT * FROM Profiles
Salesforce Connector Examples
The ZappySys API Driver is a user-friendly interface designed to facilitate the seamless integration of various applications with the Salesforce API. With its intuitive design and robust functionality, the ZappySys API Driver simplifies the process of configuring specific API endpoints to efficiently read or write data from Salesforce.
Click here to find more Salesforce Connector examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
Consume Data inside your App / Programming Language
Once you know how to load data from Salesforce Connector, you can click on one of the below links to learn the steps how to consume data inside your App / Programming Language from Salesforce Connector.ODBC inside ETL / Reporting / BI Tools
- Power BI
- Tableau
- Excel
- Informatica PowerCenter
- QlikView
- SQL Server / Linked Server
- SSRS (SQL Server Reporting Services)
ODBC inside Programming Languages
Key features of the ZappySys API Driver include:
The API ODBC driver facilitates the reading and writing of data from numerous popular online services (refer to the complete list here) using familiar SQL language without learning complexity of REST API calls. The driver allows querying nested structure and output as a flat table. You can also create your own ODBC / Data Gateway API connector file and use it with this driver.
Intuitive Configuration: The interface is designed to be user-friendly, enabling users to easily set up the specific API endpoints within Salesforce without requiring extensive technical expertise or programming knowledge.
Customizable Endpoint Setup: Users can conveniently configure the API endpoint settings, including the HTTP request method, endpoint URL, and any necessary parameters, to precisely target the desired data within Salesforce.
Data Manipulation Capabilities: The ZappySys API Driver allows for seamless data retrieval and writing, enabling users to fetch data from Salesforce and perform various data manipulation operations as needed, all through an intuitive and straightforward interface.
Secure Authentication Integration: The driver provides secure authentication integration, allowing users to securely connect to the Salesforce API by inputting the necessary authentication credentials, such as API tokens or other authentication keys.
Error Handling Support: The interface is equipped with comprehensive error handling support, ensuring that any errors or exceptions encountered during the data retrieval or writing process are efficiently managed and appropriately communicated to users for prompt resolution.
Data Visualization and Reporting: The ZappySys API Driver facilitates the seamless processing and presentation of the retrieved data from Salesforce, enabling users to generate comprehensive reports and visualizations for further analysis and decision-making purposes.
Overall, the ZappySys API Driver serves as a powerful tool for streamlining the integration of applications with Salesforce, providing users with a convenient and efficient way to access and manage data, all through a user-friendly and intuitive interface.