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Create Apps from Salesforce Data in Qlik Sense Cloud
Use CData Connect Cloud to connect to Salesforce Data and build apps from live Salesforce data in Qlik Sense Cloud.
Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect Cloud creates a live connection to Salesforce. By pairing Qlik Sense Cloud with CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud and get instant, live access to your Salesforce data.
In this article, we walk through two connections:
- Connecting to Salesforce in Connect Cloud
- Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Configure Salesforce Connectivity for Qlik Sense Cloud
Connectivity to Salesforce from Qlik Cloud is made possible through CData Connect Cloud. To work with Salesforce data from Qlik Cloud, we start by creating and configuring a Salesforce connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Salesforce" from the Add Connection panel
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Enter the necessary authentication properties to connect to 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 user.
If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.
SSO (single sign-on) can be used 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 information.
- Click Create & Test
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Navigate to the Permissions tab in the Add Salesforce Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to Salesforce data from Qlik Sense Cloud.
Create a Qlik Sense App from Salesforce Data
This section walks through adding Salesforce data to a Qlik Sense app for visualizations, analytics, reporting, and more.
Create a New App and Upload Data
- Log into your Qlik Sense instance and click the button to create a new app
- Name and configure the new app and click "Create"
- In the workspace, click to open the new app
- Click to add data from files and other sources
- Select the Microsoft SQL Server connector and set the configuration properties.
- Set Server to tds.cdata.com
- Set Port to 14333
- Set Database to the connection you created (e.g. Salesforce1)
- Set User name to the Connect Cloud user (e.g. [email protected])
- Set Password to the PAT for the above user
- Select an owner for the connection
- Select a Salesforce entity (Table) to view
- Click Next, configure the model, and load the data into Qlik Sense.
Generate Insights or Customize Your App
With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your Salesforce data.
More Information & Free Trial
Now, you have created a simple but powerful dashboard from live Salesforce data. For more information on creating OData feeds from Salesforce (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Salesforce data in Qlik Sense Cloud.
