SSRS Salesforce Connector In this article you will learn how to integrate Salesforce data to SSRS 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 SSRS. Follow the steps below to see how we would accomplish that. Download  Help File  Buy  Driver mentioned in this article 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

See also Connect Salesforce in SSIS Connect Salesforce in SQL Server Connect Salesforce in Power BI Connect Salesforce in Informatica Connect Salesforce in MS Access Connect Salesforce in MS Excel Connect Salesforce in SSAS Connect Salesforce in C# Connect Salesforce in Python Connect Salesforce in JAVA Connect Salesforce in Tableau Connect Salesforce in SAP Crystal Reports Connect Salesforce in Azure Data Factory (ADF) Connect Salesforce in ODBC

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:
   

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 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):
3. Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
4. Once a window opens, configure it similarly. Configure "SalesforceDSN" as database name. Finally, hit Test Connection and OK:
   SalesforceDSN

   
5. Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:
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:
7. If you did not follow through report's creation wizard and already had report created, you can simply add a new dataset:
8. Finally, once you complete the report, similar results show up:

Passing Parameters to SSRS Report / Filter data

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

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).

Download Salesforce Connector for SSRS Documentation 

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Download Salesforce Connector for SSRS Documentation 

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