Salesforce Connector for SSRSIn this article you will learn how to quickly and efficiently integrate Salesforce data in SSRS without coding. We will use high-performance Salesforce Connector to easily connect to Salesforce and then access the data inside SSRS. 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). Let's follow the steps below to see how we can accomplish that! Salesforce Connector for SSRS 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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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 Salesforce Driver
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Download and install ZappySys ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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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:
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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.
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Now, we need SalesForce Connection. Lets create it.
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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%'
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Click OK to finish creating the data source
Read data in SSRS from ZappySys Data Gateway
- Open Visual Studio and create a new SSRS project
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Then add a new Shared Data Source (you can create a non-shared data source inside report too):
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Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
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Once a window opens, configure it similarly. Configure "SalesforceDSN" as database name. Finally, hit Test Connection and OK:
SalesforceDSN
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Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:
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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:
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If you did not follow through report's creation wizard and already had report created, you can simply add a new dataset:
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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 articleConclusion
In this article we showed you how to connect to Salesforce in SSRS and integrate data without any coding, saving you time and effort. We encourage you to download Salesforce Connector for SSRS 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 SSRS Documentation
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