Analyze Salesforce CRM Analytics Data in R via ODBC

Access Salesforce CRM Analytics data with pure R script and standard SQL. You can use the CData ODBC Driver for Salesforce CRM Analytics and the RODBC package to work with remote Salesforce CRM Analytics data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Salesforce CRM Analytics data and visualize Salesforce CRM Analytics data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Salesforce CRM Analytics as an ODBC Data Source

Information for connecting to Salesforce CRM Analytics follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Salesforce CRM Analytics in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData SalesforceCRMAnalytics Source]
Driver = CData ODBC Driver for Salesforce CRM Analytics
Description = My Description
OAuthClientId = MyConsumerKey
OAuthClientSecret = MyConsumerSecret
CallbackURL = http://localhost:portNumber
InitiateOAuth = GETANDREFRESH
MFACode = YourMFACode

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint)
checkpoint("2016-01-01")

Connect to Salesforce CRM Analytics Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData SalesforceCRMAnalytics Source")

Schema Discovery

The driver models Salesforce CRM Analytics APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Salesforce CRM Analytics API.

dataset_opportunity <- sqlQuery(conn, "SELECT Name, CloseDate FROM Dataset_Opportunity", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(dataset_opportunity)

Plot Salesforce CRM Analytics Data

You can now analyze Salesforce CRM Analytics data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(dataset_opportunity$CloseDate, main="Salesforce CRM Analytics Dataset_Opportunity", names.arg = dataset_opportunity$Name, horiz=TRUE)