Easysoft ODBC-Salesforce Driver

How do I connect MicroStrategy to Salesforce.com?

Article:
01062
Last Reviewed:
7th January 2014
Revision:
1

Use the Salesforce.com ODBC Driver to connect MicroStrategy Analytics Desktop to Salesforce.com and provide real time access to your Salesforce.com objects, enabling you to analyse Salesforce.com data from your MicroStrategy dashboard.

MicroStrategy Analytics Desktop is a free application that lets users create pie graphs, matrices, maps and other visualisations with data pulled from various sources including ODBC DSNs.

The Salesforce.com ODBC Driver is available to download from the Easysoft web site:

  1. Download the Windows Salesforce.com ODBC Driver. (Registration required.)
  2. Install and license the Salesforce.com ODBC Driver on the machine where MicroStrategy Analytics Desktop is installed.

    For installation instructions, see the Salesforce.com ODBC Driver documentation.

Before you can use the Salesforce.com ODBC Driver to connect MicroStrategy to Salesforce, 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 on 32-bit Windows, open Administrative Tools in Control Panel, and then open Data Sources (ODBC). (On older versions of Windows, the Control Panel applet that launches ODBC Administrator is labelled Data Sources.)

To run ODBC Administrator on 64-bit Windows, in the Windows Run dialog box, type:

%windir%\syswow64\odbcad32.exe

If you are not sure whether your version of Windows is 32-bit or 64-bit, follow the instructions for running ODBC Administrator on 64-bit Windows. If you get an error, follow the instructions for 32-bit Windows instead.

Use ODBC Administrator to create your Salesforce.com ODBC Driver data source:

  1. Do one of the following:
    • To create a User data source, in the User DSN tab, choose Add.

      –Or–

    • To create a System data source, choose the System DSN tab, and then choose Add.
  2. In the Create New Data Source dialog box, choose Easysoft ODBC-Salesforce Driver, and then choose Finish.
  3. Complete the Easysoft ODBC-Salesforce Driver DSN Setup dialog box:
    SettingValue
    DSNSalesforce.com
    User NameThe name of your Salesforce.com user. For example, myuser@mydomain.com.
    PasswordThe password for your Salesforce.com user.
    TokenThe 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 LOGIN_MUST_USE_SECURITY_TOKEN, you need to supply one.

    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.

  4. Use the Test button to verify that you can successfully connect to Salesforce.com.

You can now connect MicroStrategy to Salesforce.com:

  1. In MicroStrategy Analytics Desktop, choose Import > Data.
  2. In the Select your data source pane, choose Database.
  3. In the Database connections pane, choose the New connection button (+).
  4. In the Database Connection dialog box, choose DSN Connections.
  5. In the DSN list, choose your Salesforce ODBC data source.
  6. Leave the DBMS list set to Generic DBMS.
  7. Type your Salesforce.com user name and password in the spaces provided.

    Although these details are already stored in the data source, presumably MicroStrategy appends the user name and password specified here to the connection string it passes to SQLDriverConnect. You therefore need to supply the user name and password again, otherwise the connection will fail.

  8. In the Name box, type "Easysoft Salesforce", and then choose OK.
  9. In the Database connections pane, choose "Easysoft Salesforce".

    MicroStrategy retrieves the available Salesforce tables (objects), and displays them in the Available tables pane.

    You can use these tables to retrieve Salesforce data by using drag and drop, but we will be entering SQL instead.

  10. In the Editor panel, choose the Edit SQL button.
  11. Copy and then paste the following SQL into the Editor panel:
    SELECT U1.name AS "Account Owner", A1.name AS "Account Name",
            A2.name AS "Parent Account", A1.AccountNumber AS "Account Number",
            A1.Site AS "Account Site", A1.Type AS "Type", A1.Industry AS "Industry",
            A1.AnnualRevenue AS "Annual Revenue",
            A1.BillingStreet AS "Billing Address Line 1",
            A1.BillingCity AS "Billing Address Line 2",
            A1.BillingState AS "Billing Address Line 3",
            A1.BillingPostalCode AS "Billing Address  Line 4",
            A1.BillingCountry AS "Billing Address Line 5",
            A1.CustomerPriority__c AS "Customer Priority",
            A1.SLAExpirationDate__c AS "SLA Expiration Date",
            A1.NumberofLocations__c AS "Number of Locations", A1.Active__c AS "Active",
            U2.name AS "Created By", A1.CreatedDate AS "Created On",
            A1.Description AS "Description", A1.Rating AS "Rating", A1.Phone AS "Phone",
            A1.Fax AS "Fax", A1.Website AS "Website", A1.TickerSymbol AS "Ticker Symbol",
            A1.Ownership AS "Ownership", A1.NumberOfEmployees AS "Employees",
            A1.Sic AS "SIC Code", A1.ShippingStreet AS "Shipping Address Line 1",
            A1.ShippingCity AS "Shipping Address Line 2",
            A1.ShippingState AS "Shipping Address Line 3",
            A1.ShippingPostalCode AS "Shipping Address Line 4",
            A1.ShippingCountry AS "Shipping Address Line 5",
            A1.SLA__c AS "SLA", A1.SLASerialNumber__c AS "SLA Serial Number",
            A1.UpsellOpportunity__c AS "Upsell Opportunity",
            U3.name AS "Last Modified By", A1.LastModifiedDate AS "Last Modified On"
    FROM Account A1 LEFT OUTER JOIN Account A2 ON A2.Id = A1.ParentId,
         "User" U1, "User" U2, "User" U3
    WHERE A1.OwnerId=U1.Id AND A1.CreatedById=U2.Id AND A1.LastModifiedById=U3.Id;
    

    This SQL query retrieves the information shown in the Account detail page in Salesforce.

  12. Choose the Execute SQL button. Then choose the Continue button below the Editor panel.
  13. Save the data as Salesforce Account Detail when prompted.

    The data can now be used in a MicroStrategy dashboard.

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