Salesforce Connector for SQL Server How to Test Connection
Introduction
In this article we will delve deeper into Salesforce and SQL Server integration, and will learn how to test connection. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .
So, let's not waste time and begin.
Use Query Builder to generate SQL query
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The first thing you have to do is open Query Builder:
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Then simply select the Test Connection endpoint (action).
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Continue by configuring the Required parameters. You can also set optional parameters too.
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Move on by hitting Preview Data button to preview the results.
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If you see the results you need, simply copy the generated query:
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That's it! You can use this query in SQL Server.
Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.
SQL query examples
Use these SQL queries in your SQL Server data source:
How to Test connection
SELECT * FROM test_connection
Test Connection in SQL Server
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First of all, copy the generated SQL query from the previous step.
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Then open Microsoft SQL Server Management Studio.
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Finally, open a new query and execute a query we saved in one of the previous steps:
SELECT * FROM OPENQUERY([LS_TO_SALESFORCE_IN_GATEWAY], 'SELECT * FROM Orders')
SELECT * FROM OPENQUERY([LS_TO_SALESFORCE_IN_GATEWAY], 'SELECT * FROM Orders')
More actions supported by Salesforce Connector
Learn how to perform other actions directly in SQL Server with these how-to guides:
- Get Beta Report
- Get Profiles
- Get Report
- Make Generic API Request
- Make Generic API Request (Bulk Write)