Connect to Salesforce Data in ACL Analytics

Stanley Liu
Stanley Liu
Associate Technical Product Marketer
Connect to Salesforce data via CData Connect AI in ACL Analytics to run your data analysis workflows with real-time access to Salesforce data.

ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.

CData Connect AI offers a dedicated cloud-to-cloud interface for Salesforce, enabling analytics directly from live Salesforce data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Salesforce. This leverages server-side processing to swiftly deliver the requested Salesforce data.

About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


Configure Salesforce Connectivity for ACL Analytics

Connectivity to Salesforce from ACL Analytics is made possible through CData Connect AI. To work with Salesforce data from ACL Analytics, we start by creating and configuring a Salesforce connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "Salesforce" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to Salesforce. Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce. Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add Salesforce Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Salesforce data from ACL Analytics.

Connect to Salesforce from ACL Analytics

The steps below outline connecting to CData Connect AI from ACL Analytics to create a new Salesforce data source. The CData Connect AI Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.

  1. With your Analytics File open, select 'Import' --> 'Database and application' Creating a new data source
  2. Create a new SQL Server connection
  3. Set the connection information
    • Server: tds.cdata.com
    • Port: 14333
    • Auth Scheme: Password
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • Database: the name of your Salesforce connection, for example, Salesforce1
    Connecting to Connect AI
  4. Click "Test Connection"
  5. Click "OK"
  6. You are now ready to work with your Salesforce data in ACL Analytics! See your data in ACL Analytics

Live connections to Salesforce data from your applications

ACL Analytics can now connect to live Salesforce data directly through Connect AI, allowing you to analyze Salesforce data without duplicating it.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect AI today!

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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