Download ODBC Drivers for Oracle, SQL Server, Salesforce, MongoDB, Access, Derby, InterBase & DB2.

How do I connect TIBCO Spotfire to Salesforce?

Use the Salesforce ODBC driver to connect TIBCO Spotfire Desktop to Salesforce and provide real time access to your Salesforce objects, enabling you to analyse Salesforce data from your Spotfire dashboard.

Spotfire Desktop lets users create bar charts, cross tables, scatter plots, and other visualisations with data pulled from various sources including ODBC data sources.

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 Spotfire Desktop is installed.

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

Before you can use the Salesforce ODBC driver to connect Spotfire 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, enter:

%windir%\system32\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 Spotfire to Salesforce:

  1. In Spotfire Desktop, choose Other, in the Add Data Connection section.

    The Add Data Tables dialog box is displayed.

  2. Choose the Add > Other > Database button.

    The Open Database dialog box is displayed.

  3. In the Data source type list, choose Odbc Data Provider, and then choose Configure.

    The Configure Data Source Connection dialog box is displayed.

  4. In the System or user data source list, choose your Salesforce ODBC data source, and then choose OK to dismiss the dialog boxes.

    The Specify Tables and Columns dialog box is displayed.

  5. Expand the Tables, views and columns tree, and then select Account.
  6. In the Data source Name box, enter "Easysoft Salesforce", and then choose OK twice.

    Spotfire retrieves the Salesforce Account data snd displays it using the default visualisation.