Introduction

In this article we will delve deeper into Salesforce and SSRS integration, and will learn how to get report. 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

1. The first thing you have to do is open Query Builder:

   

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   SalesforceDSN

   

2. Then simply select the Get Report endpoint (action).

3. Continue by configuring the Required parameters. You can also set optional parameters too.

4. Move on by hitting Preview Data button to preview the results.

5. If you see the results you need, simply copy the generated query:

   Get Report

   Required Parameters
   Metrics	Select the value from the dropdown
   Optional Parameters
   Record Type	keywords
   State Filter
   Campaign Type
   Segment
   Report Date (yyyyMMdd)

   SELECT * FROM get_report
   WITH
   (
       "RecordType" = 'keywords',
       "ReportDate" = 'today',
       "Metrics" = 'abcd-1234-metrics'
   )

   

6. That's it! You can use this query in SSRS.

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 SSRS data source:

How to Get report

SELECT * FROM get_report
WITH
(
    "RecordType" = 'keywords',
    "ReportDate" = 'today',
    "Metrics" = 'abcd-1234-metrics'
)

Get Report in SSRS

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:

   DataSource=localhost,5000;Initial Catalog=SalesforceDSN

   

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:

   SELECT * FROM Orders

   

7. Finally, once you complete the report, similar results will show up:

   

More actions supported by Salesforce Connector

Learn how to perform other actions directly in SSRS with these how-to guides:

• Get Beta Report
• Get Profiles
• Test Connection
• Make Generic API Request
• Make Generic API Request (Bulk Write)

More integrations