Easysoft Blog

Tue, 12 Jul 2016

Connecting SAS JMP to Salesforce.com

JMP is the SAS software product for data visualisation and analytics on the desktop.

The Salesforce.com ODBC Driver enables you to extract Salesforce.com data for analysis in SAS JMP.

The Salesforce.com ODBC Driver is available to download from the Easysoft web site:

  1. Download the Windows Salesforce.com ODBC Driver. (Registration required.)
  2. Install and license the Salesforce.com ODBC Driver on the machine where SAS is installed.

    For installation instructions, see the Salesforce.com ODBC Driver documentation.

Before you can use the Salesforce.com ODBC Driver to connect SAS JMP to Salesforce.com, you need to configure an ODBC data source. An ODBC data source stores the connection details for the target database (e.g. Salesforce.com) and the ODBC driver that is required to connect to it (e.g. the Salesforce.com ODBC driver).

SAS JMP is a 32-bit application and so you need to use it with a data source configured in the 32-bit ODBC Administrator (%WINDIR%\SysWOW64\odbcad32.exe).

To create a Salesforce.com ODBC Driver data source:

  1. Do one of the following:
    • To create a User data source, in the User DSN tab, choose Add.

      –Or–

    • To create a System data source, 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 Easysoft ODBC-Salesforce Driver DSN Setup dialog box:
    SettingValue
    DSNSalesforce.com
    User NameThe name of your Salesforce.com user. For example, myuser@mydomain.com.
    PasswordThe password for your Salesforce.com user.
    TokenThe security token for your Salesforce.com 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.com emails the security token to the email address associated with your Salesforce.com user account. If you have not received a security token, you can regenerate it. Salesforce.com will then email the new security token to you. To regenerate your security token, log in to Salesforce.com and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Click 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.com.

Follow these steps to analyse some Salesforce.com data in SAS JMP.

  1. In SAS JMP, choose File > New Database Query.

    The Select Database Connection dialog box is displayed.

  2. Choose the New Connection button.

    The Select Data Source dialog box is displayed.

  3. Choose the Machine Data Sources tab.
  4. Choose your Salesforce.com ODBC data source from the list.
  5. Use the OK button to dismiss the dialog boxes until you return to the Select Database Connection dialog box.
  6. Choose the Next button.

    The Select Tables for Query dialog box is displayed.

  7. In the Available Tables list, double-click Account.
  8. Choose the Build Query button.

    A dialog box is displayed that lets you choose columns from the Account table (object).

  9. In the Available Columns list, double-click BillingCity and AnnualRevenue.
  10. Choose the Run Query button.
  11. In the resultant JMP window, choose Graph.

    The Graph Builder window is displayed.

  12. Drag the BillingCity column to the X axis and the AnnualRevenue column to the Y axis.

    The annual revenue data is displayed in the graph, broken down by billing city.