Query Salesloft Data in MySQL Workbench

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Server), you get live access to Salesloft data as if it were a MySQL database. This article shows how to create a virtual database for Salesloft in Connect and work with live Salesloft data in MySQL Workbench.

Create a Virtual MySQL Database for Salesloft Data

CData Connect uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect and click Connections.
2. Select "Salesloft" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Salesloft. SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

   Using OAuth

   For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

   Using APIKey

   Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Salesloft from MySQL Workbench.

Query Salesloft from MySQL Workbench

The steps below outline connecting to the virtual Salesloft database in Connect from MySQL Workbench and issuing basic queries to work with live Salesloft data.

Connect to Salesloft through Connect

1. In MySQL Workbench, click to add a new MySQL connection.
2. Name the connection (CData Connect).
3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
4. Click Store in Vault to set and store the password.
5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Salesloft Data

1. Open the connection you just created (CData Connect).
2. Click File -> New Query Tab.
3. Write a SQL query to retrieve Salesloft data, like SELECT * FROM salesloftdb.Accounts;

With access to live Salesloft data from MySQL Workbench, you can easily query and update Salesloft, just like you would a MySQL database. Request a demo of the CData Connect and start working with Salesloft just like a MySQL database today.