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How do I connect Oracle Business Intelligence Enterprise Edition (OBIEE) to Salesforce?

Use the Salesforce ODBC driver to connect Oracle Business Intelligence Enterprise Edition (OBIEE) to Salesforce and provide real-time access to your Salesforce objects. This enables you to present Salesforce data to users who request business intelligence information by using the Oracle BI user interfaces.

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 the Oracle BI Admin Tool is installed.

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

Before you can use the Salesforce ODBC driver to connect OBIEE 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 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. 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 use the Oracle BI Administration Tool to import Salesforce data into an Oracle BI metadata repository.

  1. Start the Oracle BI Administration Tool (admintool.exe).
  2. On the File menu, choose New Repository.

    The Create New Repository dialog box is displayed.

  3. In the Repository Information screen, in the Name box, enter "Salesforce".
  4. Choose the Browse Button that is next to the Location box. Choose OK when prompted.
  5. In the Repository Password box, type a password for the repository. Re-enter the password in the space provided.
  6. Choose Next.
  7. In the Select Data Source screen, choose your Salesforce ODBC data source, and then choose Next.
  8. In the Select Metadata Types screen, accept the default metadata types and click Next.
  9. In the Select Metadata Objects screen, in the Find box, enter "Account" and press Return. Choose the Import selected button.
  10. Choose Finish to open the repository.
  11. In the Physical pane, right-click your data source, and then choose Expand All.
  12. Select Connection Pool and press Return.

    The Connection Pool dialog box is displayed.

  13. Enter your Salesforce user name and password in the spaces provided.
  14. Right-click Account, and then choose View Data.

    Viewing data, if successful, tells you that your connection is configured correctly.

Further information