Salesforce Connector for SAP Crystal Reports In this article you will learn how to integrate Salesforce data in SAP Crystal Reports without coding in just a 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 Connector you will be able to connect, read, and write data from within SAP Crystal Reports. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

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

Step-by-step instructions

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

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

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

   ZappySys Salesforce Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

4. Now, we need SalesForce Connection. Lets create it.

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%'
   

6. Click OK to finish creating the data source

Video instructions

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.
   

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

   

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

   

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

5. That's it and you will be able to load the data in the Report.
   

Using ZappySys Driver Custom Views and Stored 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.

Using Custom Stored Procedure in the SAP Crystal Report

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

   

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).

Download Salesforce Connector for SAP Crystal Reports Documentation 

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