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How do I connect Oracle Business Intelligence Enterprise Edition (OBIEE) to Salesforce.com?

Article:
01078
Last Reviewed:
30th January 2024
Revision:
1

Use the Salesforce.com ODBC Driver to connect Oracle Business Intelligence Enterprise Edition (OBIEE) to Salesforce.com and provide real time access to your Salesforce.com objects. This enables you to present Salesforce data to users who request business intelligence information via the Oracle BI user interfaces.

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

  1. Download the Windows Salesforce.com ODBC Driver.
  2. Install and license the Salesforce.com ODBC Driver on the machine where the Oracle BI Admin Tool is installed.

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

Before you can use the Salesforce.com ODBC Driver to connect OBIEE 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 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%\system32\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. 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:
    Setting Value
    DSN Salesforce.com
    User Name The name of your Salesforce.com user. For example, myuser@mydomain.com.
    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 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 use the Oracle BI Administration Tool to import Salesforce data into an Oracle BI metadata repository.

  1. Start the Oracle BI Administration Tool (admintool.exe).
  2. On the File menu, choose New Repository.

    The Create New Repository dialog box is displayed.

  3. In the Repository Information screen, in the Name box, enter "Salesforce".
  4. Choose the Browse Button that is next to the Location box. Choose OK when prompted.
  5. In the Repository Password box, type a password for the repository. Retype the password in the space provided.
  6. Choose Next.
  7. In the Select Data Source screen, choose your Salesforce ODBC data source, and then choose Next.
  8. In the Select Metadata Types screen, accept the the default metadata types and click Next.
  9. In the Select Metadata Objects screen, in the Find box, enter "Account" and press Return. Choose the Import selected button.
  10. Choose Finish to open the repository.
  11. In the Physical pane, right-click your data source, and then choose Expand All.
  12. Select Connection Pool and press Return.

    The Connection Pool dialog box is displayed.

  13. Enter your Salesforce user name and password in the spaces provided.
  14. Right-click Account, and then choose View Data.

    Viewing data, if successful, tells you that your connection is configured correctly.

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