Easysoft ODBC-Salesforce Driver

How do I connect Crystal Reports to Salesforce.com?

Article:
01049
Last Reviewed:
16th July 2013
Revision:
1

Use the Salesforce.com ODBC Driver to connect Crystal Reports Desktop to Salesforce.com and create custom reports to analyse and interpret your Salesforce.com CRM data.

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 Crystal Reports Desktop is installed.

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

Before you can use the Salesforce.com ODBC Driver to connect Crystal Reports 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).

You can configure a User ODBC data source, which is only available to the user who creates it, or a System ODBC data source, which is available to all users on the machine. You configure ODBC data sources in ODBC Administrator, which is included with Windows.

To run ODBC Administrator, in the Crystal Reports Start Menu folder, choose 32-bit Data Source Administrator.

Use ODBC Administrator to create your 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.

You can now connect Crystal Reports to Salesforce.com:

  1. In Crystal Reports, create a new report.
  2. In the Standard Report Creation Wizard, in the Available Data Sources pane, expand the Create New Connection list.
  3. Expand the ODBC (RDO) list.
  4. In the ODBC (RDO) dialog box, in the Data Source Name list, choose your Salesforce.com ODBC data source. Choose Finish.
  5. Select the tables that you want include in your report, and then choose Next.
  6. Progress the Wizard to select the fields and fields that you want to include in your report.
  7. Click Finish to generate the report based on the Salesforce.com data.
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