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How do I connect QlikView to Salesforce?

Use the Salesforce ODBC driver to connect QlikView Desktop to Salesforce and provide real-time access to your Salesforce objects, enabling you to analyse Salesforce data from your QlikView documents.

The Salesforce ODBC driver is available to download from the Easysoft web site:

  1. Download the Windows Salesforce ODBC driver.
  2. Install and license the Salesforce ODBC driver on the machine where QlikView is installed.

    For installation instructions, refer to the Salesforce ODBC driver documentation.

Before you can use the Salesforce ODBC driver to connect QlikView to Salesforce, you need to configure an ODBC data source. An ODBC data source stores the connection details for the target database (in this case, Salesforce) and the ODBC driver that is required to connect to it (in this case, the Salesforce 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 Data Source Administrator, which is included with Windows.

To run ODBC Data Source Administrator, in the Windows Run dialog box, type:

%windir%\syswow64\odbcad32.exe

Use ODBC Data Source Administrator to create your Salesforce 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 DSN Setup dialog box:
    Setting Value
    DSN Salesforce
    User Name The name of your Salesforce user. For example, myuser@mydomain.com.
    Password The password for your Salesforce user.
    Token The security token for your Salesforce 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 emails the security token to the email address associated with your Salesforce user account. If you have not received a security token, you can regenerate it. Salesforce will then email the new security token to you. To regenerate your security token, log in to Salesforce and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Choose 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.

You can now connect QlikView to Salesforce:

  1. In QlikView, open a QlikView document or create a new one.
  2. On the File menu, choose Edit Script.

    The Edit Script dialog box is displayed.

  3. In the Data tab, choose ODBC from the Database list.

    Note The Data tab contains a Force 32 Bit check box. This is provided for ODBC drivers where only a 32-bit version is available. You can leave this check box clear when using the Salesforce ODBC driver. (If you turn on Force 32 Bit, you'll still be able to use the Salesforce ODBC driver, as the driver distribution includes both a 32-bit and a 64-bit ODBC driver. However, System data sources configured in the 64-bit ODBC Data Source Administrator are hidden.)

  4. Choose the Connect button.

    The Connect to Data Source dialog box is displayed.

  5. Choose your ODBC data source from the list and then choose OK.

    If your ODBC data source is not listed, choose Show User DSNs.

  6. In the Edit Script dialog box, choose the Select button.

    The Create Select Statement dialog box is displayed.

  7. In the Database Tables list, choose the Salesforce table that contains the data you want to retrieve.
  8. To retrieve a subset of the fields in this table, choose the fields you want in the Fields list. Otherwise, skip this step.
  9. QlikView recommend that the Preceding Load check box is turned on. Choose OK.
  10. In the Edit Script dialog box, choose Reload.

    If this is a new document, you'll be prompted to save the document at this stage.

  11. If necessary, use the Close button to dismiss the Script Execution Progress message box, when QlikView has finished retrieving the Salesforce data.

    The Sheet Properties dialog box is displayed.

  12. Use either the Add or the Add All Button to display the Salesforce fields you want in your QlikView document. Choose OK.