Connect Oracle Business Intelligence to Salesforce

This topic describes how to create a new repository in Oracle BI Administration Tool and import Salesforce data using Devart ODBC Driver for Salesforce.

Prerequisites

  • Download and install Oracle BI Administration Tool.
  • Download and install Devart ODBC Driver for Salesforce.
  • Create a DSN for Windows/macOS/Linux.

Load the data

1. To create a new repository for Salesforce data, open the Oracle BI Administration Tool and select File > New Repository.

Create a new repository

2. In the Name field, enter the repository name.

3. In the Location field, enter the repository file path.

4. In the Repository Password and Retype Password fields, set and confirm the repository password.

5. Click Next.

Name the repository

6. Select your DSN for Salesforce, then click Next.

Select the previously configured DSN

7. Select the metadata types you want to import into the repository, then click Next.

Select the Metadata types

8. Select the table you want to import, then click Import selected.

Select the necessary table

9. Click Finish.

Click the Finish button

10. To access the imported table, double-click Connection Pool.

Select the necessary table

12. Enter your Salesforce credentials, then click OK.

Enter your data source credentials

13. Confirm the password and click OK.

Confirm the password

14. Optional: To view the table data, right-click the table name and select View Data.

View the table data

The data is displayed in a table.

Check the data