Create Datasets from Salesforce Data 360 in Domo Workbench and Build Visualizations of Salesforce Data 360 Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Salesforce Data 360 links Domo Workbench to operational Salesforce Data 360 data. You can build datasets from Salesforce Data 360 data using standard SQL queries in Workbench and then create real-time visualizations of Salesforce Data 360 data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Salesforce Data 360 data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Salesforce Data 360, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data 360 and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Salesforce Data 360 data using native Domo data types.

Connect to Salesforce Data 360 as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Salesforce Data 360 supports authentication via the OAuth standard.

OAuth

Set AuthScheme to OAuth.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data 360 console. For further information, see Creating a Custom OAuth App in the Help documentation.

Before you connect, set these properties:

• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
• OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

When you connect, the driver opens Salesforce Data 360's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The driver then completes the OAuth process as follows:

• Extracts the access token from the callback URL.
• Obtains a new access token when the old one expires.
• Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Salesforce Data 360 in Domo Workbench using the Salesforce Data 360 DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Salesforce Data 360 Data

You can follow the steps below to build a dataset based on a table in Salesforce Data 360 in Domo Workbench using the CData ODBC Driver for Salesforce Data 360.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Salesforce Data 360 Account), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData SalesforceDataCloud Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Account

   NOTE: By connecting to Salesforce Data 360 data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Salesforce Data 360-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Salesforce Data 360 data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Salesforce Data 360 data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   

With the CData ODBC Driver for Salesforce Data 360, you can build custom datasets based on Salesforce Data 360 data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.