SAP Crystal Reports Salesforce Connector

In this article you will learn, how to integrate Salesforce data to SAP Crystal Reports without coding in few clicks (Live / Bi-directional connection to Salesforce). Salesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language).

Using Salesforce API Connector you will be able to connect, read and write data from within SAP Crystal Reports. Let's take a look at the steps below to see how exactly to accomplish that.

Download  Help File  Buy 

Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver

To get data from Salesforce using SAP Crystal Reports we first need to create a DSN - Data Source - which will access data from Salesforce, which later will be able to get using SAP Crystal Reports. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys Salesforce Driver:

    Create new Salesforce Driver

    You should create System DSN if client application is launched under Windows System Account, e.g. as a Windows Service.
    Launch ODBC Data Sources 32-bit version in case your client application is a 32-bit (x86) application (required only for System DSN).
  4. Now, we need SalesForce Connection. Lets create it. ODBC SalesForce Driver - Create Connection

  5. 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%'
    ZappySys ODBC Driver - Select Table and Preview Data
  6. Click OK to finish creating the data source

Read data in SAP Crystal Reports from the ODBC data source

  1. First of all, open SAP Crystal Reports and create the new Crystal Report.
    Create New Crystal Report

  2. And it will open the new data source selection window. Under ODBC(RDO) double click on the Make New Connection and Select the desired ODBC DSN, in our case we need to select SalesforceDSN which we created in upper section. And Click on Next.

    SalesforceDSN
    SAP Crystal Report - Select ODBC SalesforceDSN DSN

  3. Expand the Connection and under the data select the desired table(s) or view(s) and click Add > button and click on Next.

    SalesforceDSN
    SalesforceDSN
    SAP Crystal Report - Add ODBC SalesforceDSN DSN Tables

  4. Add the desired Fields to Display in the Reports. Here we are adding all fields and click on Finish.
    SAP Crystal Report - Add Display Fields

  5. That's it and you will be able to load the data in the Report.
    SAP Crystal Report - SalesforceDSN Data Output

Using ZappySys Driver Custom Views and Store Procedure in SAP Crystal Report

You can create parameterized Stored Procedure and Virtual Tables on the same Data Source (ODBC DSN or Data Gateway Data Source). Please refer to this article for the same. You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Using Custom Views in the SAP Crystal Report

After establishing the connection with SalesforceDSN Data Source you can use the custom view in SQL Crystal Report.
SalesforceDSN
SalesforceDSN
SAP Crystal Report - Custom Views

Using Custom Store Procedure in the SAP Crystal Report

  1. First of all, create the custom store procedure in the ZappySys Driver. Please refer to this article to create the custom store procedure.
    ZappySys Driver Custom Store Procedure
  2. After establishing the connection with SalesforceDSN Data Source you can use the custom Store Procedure in SQL Crystal Report. Same way you can write custom queries also in the query box.
    SalesforceDSN
    SAP Crystal Report - Custom Views

Create Custom Store Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Store Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Store Procedure Name

  3. Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
    @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
    SELECT * FROM Orders where OrderDate >= '<@fromdate>'

    ZappySys Driver - Create Custom Store Procedure

  4. That's it now go to Preview Tab and Execute your Store Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01'

    ZappySys Driver - Execute Custom Store Procedure

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
    "ShipCountry",
    "OrderID",
    "CustomerID",
    "EmployeeID",
    "OrderDate",
    "RequiredDate",
    "ShippedDate",
    "ShipVia",
    "Freight",
    "ShipName",
    "ShipAddress",
    "ShipCity",
    "ShipRegion",
    "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

Conclusion

In this article we discussed how to connect to Salesforce in SAP Crystal Reports and integrate data without any coding. Click here to Download Salesforce Connector for SAP Crystal Reports and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Documentation 


Other App Integration scenarios for Salesforce

Other API Connectors for SAP Crystal Reports


Documentation 

  • How to connect Salesforce in SAP Crystal Reports?

  • How to get Salesforce data in SAP Crystal Reports?

  • How to read Salesforce data in SAP Crystal Reports?

  • How to load Salesforce data in SAP Crystal Reports?

  • How to import Salesforce data in SAP Crystal Reports?

  • How to pull Salesforce data in SAP Crystal Reports?

  • How to push data to Salesforce in SAP Crystal Reports?

  • How to write data to Salesforce in SAP Crystal Reports?

  • How to POST data to Salesforce in SAP Crystal Reports?

  • Call Salesforce API in SAP Crystal Reports

  • Consume Salesforce API in SAP Crystal Reports

  • Salesforce SAP Crystal Reports Automate

  • Salesforce SAP Crystal Reports Integration

  • Integration Salesforce in SAP Crystal Reports

  • Consume real-time Salesforce data in SAP Crystal Reports

  • Consume realtime Salesforce API data in SAP Crystal Reports

  • Salesforce ODBC Driver | ODBC Driver for Salesforce | ODBC Salesforce Driver | SSIS Salesforce Source | SSIS Salesforce Destination

  • Connect Salesforce in SAP Crystal Reports

  • Load Salesforce in SAP Crystal Reports

  • Load Salesforce data in SAP Crystal Reports

  • Read Salesforce data in SAP Crystal Reports

  • Salesforce API Call in SAP Crystal Reports