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Analyze Live Salesforce Data in Infragistics Reveal by Connecting through CData Cloud Hub or CData

 
Author: codeproject.com
Category: ASP.NET
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<html><head></head><body><p>Infragistics Reveal is a data visualization solution that makes it easier to add embedded analytics and visualizations to your apps. Reveal supports connecting to OData APIs, but many enterprise APIs are not built using the OData standard. By pairing Reveal with CData products you can quickly build dynamic dashboards from live enterprise data sources like access to live data you can build real-time, responsive dashboards that retrieve new data points with every refresh. CData Cloud Hub and API Server let you generate standard data APIs like OData for all of your data, offering out-of-the-box connectivity to tools like Reveal. In this article, we walk through connecting to Salesforce from CData Cloud Hub & CData API server and connecting to either product from Infragistics Reveal to create a simple CData Cloud Hub or CData API Server, you get a single point of contact for all of your enterprise data through standard data interfaces like SQL and OData. Instead of migrating data from dozens of sources to a static data store or writing your own integrations, simply point your tools to the Cloud Hub or API Server and get instant, live access to all of your Cloud a cloud-based integration platform, Cloud Hub is ideal for working with cloud apps with embedded Reveal visualizations. Use the Web-based UI to create a virtual database for Salesforce, generate an OData API, and connect from Reveal to start building dashboards based on live Salesforce data. (Jump to <a Hub CData API API Server is installed on-premise or in a self-hosted environment and is useful for connecting to data from on-premise or self-hosted apps built on Reveal dashboards. Create an OData endpoint for Salesforce using the straightforward point-and-click interface and connect from Reveal to create dynamic Salesforce visualizations. (Jump to <a Server style="margin-top: -90px; padding-top: 90px">Getting Started: Salesforce Connection work with live Salesforce data in Reveal, you need to authenticate with Salesforce. There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the you do not have access to the username and password or do not wish to require them, you can use OAuth SSO (single sign-on) by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more style="margin-top: -90px; padding-top: 90px">Using CData Cloud connect to your Salesforce data in Cloud Hub and enable OData access, navigate to the web interface for your Cloud Hub instance Follow the steps below to configure the Cloud Hub. (Jump to <a a a Cloud Hub a User to connect to Salesforce from Reveal through Cloud Users -> Add</li> <li>Configure a User <img src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-1.png" title="Creating a new user" alt="Image 1" style="width: 640px; height: 409px" class="lazyload" data-sizes="auto" data-srcset="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-1-r-400.png 400w, /KB/ThirdParty/5248015/cloudhub-infragistics-reveal-1.png 640w"></li> <li>Click Save Changes and make a note of the Authtoken for the new user <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Cloud Hub users" alt="Image 2" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-2.png" class="lazyload" style="max-width: 700px; height: to Salesforce from Cloud Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate Cloud Hub and click Databases <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Adding a database" alt="Image 3" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-3.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select "Salesforce" from Available Data Sources</li> <li>Enter the necessary authentication properties to connect to Salesforce (see <a <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Configuring a connection." alt="Image 4" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-4.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Click Test Database</li> <li>Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is the only required permission for Salesforce OData Endpoints in Cloud connecting to Salesforce, create an OData Endpoint for the desired OData -> Tables -> Add Tables <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Adding a new resource" alt="Image 5" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-5.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select the Salesforce database <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Selecting a connection" alt="Image 6" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-6.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select the table(s) you wish to work with and click Next <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Selecting a Table" alt="Image 7" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-7.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>(Optional) Edit the resource to select specific fields and more</li> <li>Save the Configure Cross-Origin Resource Sharing accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> cross-origin resource sharing (CORS)</b>: ON</li> <li><b>Allow all domains without '*'</b>: ON</li> <li><b>Access-Control-Allow-Methods</b>: GET, PUT, POST, OPTIONS</li> <li><b>Access-Control-Allow-Headers</b>: the changes to the src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Configuring CORS settings" alt="Image 8" data-src="/KB/ThirdParty/5248015/cloudhub-infragistics-reveal-8.png" class="lazyload" style="max-width: 700px; height: style="margin-top: -90px; padding-top: 90px"><a style="margin-top: -90px; padding-top: 90px">Using API connect to your Salesforce data in API Server and enable OData access, navigate to the web interface for your API Server instance Follow the steps below to configure the API Server. (Jump to <a a to Salesforce from API API Server uses a straightforward, point-and-click interface to connect to data sources and generate API Server and click Settings -> Connection -> Add Connection <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Adding a connection" alt="Image 9" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-1.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select "Salesforce" <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Selecting a Connector" alt="Image 10" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-2.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Enter the necessary authentication properties to connect to Salesforce (see <a <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Configuring a connection" alt="Image 11" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-3.png" class="lazyload" style="max-width: 700px; height: Salesforce Resource Definitions in API connecting to Salesforce, create Resources, which represent API endpoints for Salesforce Settings -> Resources -> Add Resource <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Adding a new resource" alt="Image 12" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-4.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select the Salesforce connection <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Selecting a connection" alt="Image 13" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-5.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select the table you wish to retrieve and click Next <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Selecting a Table" alt="Image 14" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-6.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>(Optional) Edit the resource to select specific fields and more</li> <li>Save the an API Server a User to connect to Salesforce from Reveal through API Settings -> Users</li> <li>Click Add</li> <li>Configure a User with access to the Salesforce Connection and Resource(s) <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Creating a new user" alt="Image 15" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-7.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Click Save Changes and make a note of the Authtoken for the new user <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="API Server users" alt="Image 16" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-8.png" class="lazyload" style="max-width: 700px; height: Configure Cross-Origin Resource Sharing accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> cross-origin resource sharing (CORS)</b>: ON</li> <li><b>Allow all domains without '*'</b>: ON</li> <li><b>Access-Control-Allow-Methods</b>: GET, PUT, POST, OPTIONS</li> <li><b>Access-Control-Allow-Headers</b>: the changes to the src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Configuring CORS settings" alt="Image 17" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-9.png" class="lazyload" style="max-width: 700px; height: style="margin-top: -90px; padding-top: 90px"><a style="margin-top: -90px; padding-top: 90px">Create a Dashboard in the API Server configured, we can visualize Salesforce data in into Reveal and click Dashboards -> New <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Adding a new dashboard" alt="Image 18" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-10.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Click Data Source -> OData Feed <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Adding a new OData data source" alt="Image 19" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-11.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Specify the API Server or Cloud Hub API endpoint URL, for example, <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Configuring the OData URL" alt="Image 20" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-12.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select Generic Credentials and specify the API Server username and authentication token <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Configuring the credentials" alt="Image 21" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-13.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select the entity you wish to visualize <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Selecting an entity to visualize" alt="Image 22" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-14.png" class="lazyload" style="max-width: 700px; height: auto"></li> <li>Select fields and choose a chart type <img src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" title="Visualizing data in Reveal" alt="Image 23" data-src="/KB/ThirdParty/5248015/odata-infragistics-reveal-15.png" class="lazyload" style="max-width: 700px; height: Information & Free this point, you have created a simple dashboard from live Salesforce data. For more information on creating OData feeds from Salesforce (and more than 150 other sources), visit the <a Hub page</a> or <a Server page</a>. Sign up for a <a of the Cloud Hub</a> or download a <a 30-day trial</a> of API Server and start working live Salesforce data in tools that consume OData APIs.</p></body></html>

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