Integrate Salesloft Data in the Pentaho Report Designer

The CData JDBC Driver for Salesloft data enables access to live data from dashboards and reports. This article shows how to connect to Salesloft data as a JDBC data source and publish reports based on Salesloft data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Salesloft connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:salesloft: and is followed by a semicolon-separated list of connection properties.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Salesloft JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.salesloft.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     Below is a typical JDBC URL:

     jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH
   • Custom Driver Class Name: Enter cdata.jdbc.salesloft.SalesLoftDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.

Add Salesloft Data to a Report

You are now ready to create a report with Salesloft data.

1. Add the Salesloft source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT Id, Name FROM Accounts WHERE Country = 'Canada'
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Accounts table.
4. Finally, run the report to see the chart.