Salesforce Connector for SSAS 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). In this article you will learn how to quickly and efficiently integrate Salesforce data in SSAS without coding. We will use high-performance Salesforce Connector to easily connect to Salesforce and then access the data inside SSAS. Let's follow the steps below to see how we can accomplish that! Download Documentation Salesforce Connector for SSAS is based on ZappySys Salesforce Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few.

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Create Data Source in ZappySys Data Gateway based on Salesforce Driver

1. Download and install ZappySys ODBC PowerPack.

2. Search for gateway in start menu and Open ZappySys Data Gateway:
   

3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
   

4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys Salesforce Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

   

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

6. 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%'
   

7. Click OK to finish creating the data source

Read Salesforce data in SSAS cube

With the data source created in the Data Gateway (previous step), we're now ready to read Salesforce data in an SSAS cube. Before we dive in, open Visual Studio and create a new Analysis Services project. Then, you're all set!

Create data source based on ZappySys Data Gateway

Let's start by creating a data source for a cube, based on the Data Gateway's data source we created earlier. So, what are we waiting for? Let's do it!

1. Create a new data source:
2. Once a window opens, select Create a data source based on an existing or new connection option and click New...:
3. Here things become a little complicated, but do not despair, it's only for a little while. Just perform these little steps:
   • Select Native OLE DB\SQL Server Native Client 11.0 as provider.
   • Enter your Server name (or IP address) and Port, separated by a comma.
   • Select SQL Server Authentication option for authentication.
   • Input User name which has admin permissions in the ZappySys Data Gateway.
   • In Database name field enter the same data source name you use in the ZappySys Data Gateway.
   • Hopefully, our hard work is done, when we Test Connection.
   SalesforceDSN

   SalesforceDSN

   
   If SQL Server Native Client 11.0 is not listed as Native OLE DB provider, try using these:

   • Microsoft OLE DB Driver for SQL Server
   • Microsoft OLE DB Provider for SQL Server
4. Indeed, life is easy again:

Add data source view

We have data source in place, it's now time to add a data source view. Let's not waste a single second and get on to it!

1. Start by right-clicking on Data Source Views and then choosing New Data Source View...:
2. Select the previously created data source and click Next:
3. Ignore the Name Matching window and click Next.
4. Add the tables you will use in your SSAS cube:
   For cube dimensions, consider creating a Virtual Table in the Data Gateway's data source. Use the DISTINCT keyword in the SELECT statement to get unique values from the facts table, like this:

   SELECT DISTINCT Country FROM Customers

   For demonstration purposes we are using sample tables which may not be available in Salesforce.
5. Review your data source view and click Finish:
6. Add the missing table relationships and you're done!

Create cube

We have a data source view ready to be used by our cube. Let's create one!

1. Start by right-clicking on Cubes and selecting New Cube... menu item:
2. Select tables you will use for the measures:
3. And then select the measures themselves:
4. Don't stop and select the dimensions too:
5. Move along and click Finish before the final steps:
6. Review your cube before processing it:
7. It's time for the grand finale! Hit Process... to create the cube:
8. A splendid success!

Execute MDX query

The cube is created and processed. It's time to reap what we sow! Just execute an MDX query and get Salesforce data in your SSAS cube:

Conclusion

In this article we showed you how to connect to Salesforce in SSAS and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys Salesforce Driver allows you to connect not only to Salesforce, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Salesforce Connector for SSAS and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Salesforce Connector for SSAS Documentation

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