Query Salesforce CRM Analytics Data as a SQL Server Database in Node.js

You can use CData Connect AI to query Salesforce CRM Analytics data through a SQL Server interface. Follow the procedure below to create a virtual database for Salesforce CRM Analytics in Connect AI and start querying using Node.js.

CData Connect AI provides a pure MySQL, cloud-to-cloud interface for Salesforce CRM Analytics, allowing you to easily query live Salesforce CRM Analytics data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Salesforce CRM Analytics, leveraging server-side processing to quickly return Salesforce CRM Analytics data.

Configure Salesforce CRM Analytics Connectivity for NodeJS

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Salesforce CRM Analytics" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesforce CRM Analytics.

   Salesforce CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesforce CRM Analytics Connection page and update the User-based 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.
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 CRM Analytics data from Node.js.

Query Salesforce CRM Analytics from Node.js

The following example shows how to define a connection and execute queries to Salesforce CRM Analytics with the SQL Server module. You will need the following information:

• server: tds.cdata.com
• port: 14333
• user: a Connect AI user (e.g. [email protected])
• password: the PAT for the above user
• database: The connection you configured for Salesforce CRM Analytics (SalesforceCRMAnalytics1)

Connect to Salesforce CRM Analytics data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'SalesforceCRMAnalytics1'
	}
}

sql.connect(config, err => { 
    if(err){
        throw err ;
    }
    new sql.Request().query('SELECT * FROM Dataset_Opportunity', (err, result) => {
        console.dir(result)
    })
        
});

sql.on('error', err => {
    console.log("SQL Error: " ,err);
})