SSRS Salesforce Connector

In this article you will learn, how to integrate Salesforce data to SSRS 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 SSRS. Let's take a look at the steps below to see how exactly to accomplish that.

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Video Tutorial - Integrate Salesforce data in SSRS

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

  • How to download / install required driver for Salesforce integration in SSRS
  • How to configure connection for Salesforce
  • Features about Salesforce Driver (Authentication / Query Language / Examples / Driver UI)
  • Using Salesforce Connection in SSRS

Create Data Source in ZappySys Data Gateway based on ZappySys Salesforce Driver

  1. Download and install ZappySys ODBC PowerPack.

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

  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.

    ZappySys Data Gateway - Add Salesforce Data Source

  5. Now, we need SalesForce Connection. Lets create it. ODBC SalesForce Driver - Create Connection

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

Read data in SSRS from ZappySys Data Gateway

  1. Open Visual Studio and create a new SSRS project
  2. Then add a new Shared Data Source (you can create a non-shared data source inside report too): Adding a Data Source in SSRS project
  3. Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further: Configuring a Data Source to access API data in SSRS project
  4. Once a window opens, configure it similarly. Configure "SalesforceDSN" as database name. Finally, hit Test Connection and OK:
    SalesforceDSN
    Configuring thoroughly a Data Source to access API data in SSRS project
  5. Another window opens, and it should look similarly to this one below which ends the creation of a Data Source: How Data Source in SSRS project looks like
  6. Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this: Specifying a query in SSRS Dataset to access API data #1
  7. If you did not follow through report's creation wizard and already had report created, you can simply add a new dataset: Specifying a query in SSRS Dataset to access API data #2
  8. Finally, once you complete the report, similar results show up: ZappySys Data Gateway API data source results

Passing Parameters to SSRS Report / Filter data

If you want to parameterized your report then refer to this article

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 dont 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 SSRS and integrate data without any coding. Click here to Download Salesforce Connector for SSRS 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 SSRS


Documentation 

  • How to connect Salesforce in SSRS?

  • How to get Salesforce data in SSRS?

  • How to read Salesforce data in SSRS?

  • How to load Salesforce data in SSRS?

  • How to import Salesforce data in SSRS?

  • How to pull Salesforce data in SSRS?

  • How to push data to Salesforce in SSRS?

  • How to write data to Salesforce in SSRS?

  • How to POST data to Salesforce in SSRS?

  • Call Salesforce API in SSRS

  • Consume Salesforce API in SSRS

  • Salesforce SSRS Automate

  • Salesforce SSRS Integration

  • Integration Salesforce in SSRS

  • Consume real-time Salesforce data in SSRS

  • Consume realtime Salesforce API data in SSRS

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

  • Connect Salesforce in SSRS

  • Load Salesforce in SSRS

  • Load Salesforce data in SSRS

  • Read Salesforce data in SSRS

  • Salesforce API Call in SSRS