Use the Salesforce.com ODBC Driver to connect Crystal Reports Desktop to Salesforce.com and create custom reports to analyse and interpret your Salesforce.com CRM data.
The Salesforce.com ODBC Driver is available to download from the Easysoft web site:
For installation instructions, see the Salesforce.com ODBC Driver documentation.
Before you can use the Salesforce.com ODBC Driver to connect Crystal Reports to Salesforce.com, you need to configure an ODBC data source. An ODBC data source stores the connection details for the target database (e.g. Salesforce.com) and the ODBC driver that is required to connect to it (e.g. the Salesforce.com ODBC driver).
You can configure a User ODBC data source, which is only available to the user who creates it, or a System ODBC data source, which is available to all users on the machine. You configure ODBC data sources in ODBC Administrator, which is included with Windows.
To run ODBC Administrator, in the Crystal Reports Start Menu folder, choose 32-bit Data Source Administrator.
|User Name||The name of your Salesforce.com user. For example, firstname.lastname@example.org.|
|Password||The password for your Salesforce.com user.|
|Token||The security token for your Salesforce.com user, if required. |
To find out whether you need to supply a security token, choose the Test button. If the connection attempt fails with an error which contains
Salesforce.com emails the security token to the email address associated with your Salesforce.com user account. If you have not received a security token, you can regenerate it. Salesforce.com will then email the new security token to you. To regenerate your security token, log in to Salesforce.com and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Click Reset Security Token in the Reset Security Token page. When you receive the token in your email client, copy it and then paste it into the Token field.
You can now connect Crystal Reports to Salesforce.com:
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