Salesforce Connect External Object Reports
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Transcript of Salesforce Connect External Object Reports
Salesforce External Object Reports
Ralf Schundelmeier Director of Product Management - Salesforce
Sumit Sarkar Chief Data Evangelist Progress DataDirect
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.2
Audio Bridge Options & Question Submission
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.3
Twitter @ProgressSW
Let’s Get Social #AskDataDirect
Sumit Sarkar, Chief Data Evangelist@SAsInSumit
Ralf Schundelmeier, Director Product Management, Salesforce.com linkedin.com/in/ralfschundelmeier
Connect With Progress DataDirect
LinkedIn /company/progress-software
Facebook /progresssw
Salesforce External Object Reports
Ralf Schundelmeier Director of Product Management - Salesforce
Sumit Sarkar Chief Data Evangelist Progress DataDirect
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.5
Agenda
Introduce Salesforce Connect External Objects and new capabilities in Winter ’17
• Reporting
• Wave Analytics Trending
Report considerations and limitations with Salesforce Connect
How to create Salesforce reports with external data sources
How to produce OData from common reporting data sources
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.6
POLL
How familiar are you with Salesforce External Object Reporting?
Salesforce Connect – Quick Introduction
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Salesforce Connect – Virtual Data Integration(formerly Lightning Connect)
Tightly connect any API-accessible data source to SalesforceIntegrate in hours with point and click tools and less code
Read/Write external data in real-time,
without copying data to Salesforce
Custom Report Types, Reports, Dashboards and Wave Trending
Connect multiple Salesforce instances across your enterprise
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.9
External Objects store metadata about external API data structures
Sales Service Community Apps
Standard Objects Custom Objects External Objects(Out of the box) (Build your own) (Connect externally)
Accounts
Contacts
Opportunities
Cases
Projects
Milestones
Timesheets
Budgets
Orders
Invoices
Benefits
… … …Policies
API
API
API
API
</orders>
</invoices>
</benefits>
</policies>
Salesforce Connect - Reporting with External Data
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.11
Winter ‘17 - Feature Overview
Reporting on External Objects
With the Winter ‘17 we enable to add External Objects into Custom Report Types (CRT) and to include them in reports and dashboards. There are still some limitations and considerations to keep in mind, but now you can run reports on all your data, regardless of where it’s stored.
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.12
Custom Report Type with Standard, Custom and External Objects
Custom Report Type linking Standard, Custom and External Objects for
reporting.
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Report linking data from Standard, Custom and External Objects
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Salesforce Connect – Support for Dashboards
Reporting with External Data- Wave Trending
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Feature Overview Users can snapshot their Reports over time and discover new insights
Snap to WaveUsers will be able to use a
Salesforce Report with External Data as a source when creating a
new dataset in Wave.
Wave DashboardSnap to Wave not only allows to
access snapshots of your Reports from Wave but also gives access to
a new Dashboard automatically created in Wave.
This Dashboard reflects the structure the user has chosen for the report, keeping the same Grouping and
Measures in the original Report, and offers immediately a powerful data
visualization tool.
Explore trended dataThe Wave dataset containing trended data allows the user to generate new lenses and explore data in complete
freedom
Your personal DataMartUser can access Snap to Wave from their own favorite Reports with their
visibility, creating a personal DataMart powered by Wave
Change over timeSnap to Wave generates new
snapshots of your Reports over time, allowing users to see how the
business evolves without having to export data to an external platform
Wave Trending on External Data requires Salesforce Connect and Wave licenses
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.17
Key Capabilities Users can activate a Salesforce Report as an input stream for Wave
Trend Salesforce Data is a new option available when creating a new
Dataset in Wave
Users just need to select a Report to start creating new weekly snapshots in Wave
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.18
Key Capabilities Immediate access to a Wave Dashboard generated after your report
Reporting with External Data- Considerations
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Reporting Considerations
Depending on network latency and the availability of the external system, reports that include an external object can take a long time to run.
When you run a report, your org performs a request callout for each external object in the report. When you run a report that’s in the joined format, your org performs separate request callouts for
each block. If the URL length of a report callout approaches or exceeds 2 KB, your org splits the request into
multiple HTTP calls, with each URL being less than 2 KB. However, with the cross-org adapter for Salesforce Connect, report callouts that exceed 2 KB fail and are not split into multiple calls.
When a report includes an external object, the report fetches up to 2,000 records for the primary object. This limit applies regardless of whether the primary object is a standard, custom, or external object.• If the report has no child objects, the total number of rows is 2,000 or fewer.• If the report has a child object, the total number of rows can be greater or less than 2,000,
depending on how many child records are fetched.
As is true for all callouts for external objects, report callouts are limited by the Salesforce Connect adapters in use.
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.21
Reporting Considerations For large external data sets, report callouts typically access only a subset of the external data.
• If the report results in few or no rows, try customizing the report to obtain more relevant external object rows.
• If the report includes summary fields and formulas, those aggregate values likely reflect only a subset of your data. To improve the accuracy of the aggregate values, try customizing the report to obtain more relevant data.
The external objects’ associated external data sources must have the High Data Volume option deselected. This requirement doesn’t apply to the cross-org adapter for Salesforce Connect.
Cross filters don’t support external lookup relationships. An external lookup relationship links a child standard, custom, or external object to a parent external object.
These report features aren’t available for external objects.• Buckets and bucket fields• Historical trend reporting
Reports can include or reference external objects via lookup, external lookup, and indirect lookup relationship fields. If those relationship fields aren’t Salesforce IDs or the name fields of parent objects, the report returns only empty values for those relationship fields.
How to create Salesforce reports with external data
sources
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Getting Started with Salesforce External Object Reports
User Permissions Needed
To create or edit external objects: “Customize Application”
To create or update custom report types: “Manage Custom Report Types”
To create or edit reports:
“Create and Customize Reports”
AND
“Report Builder”
To run reports: “Run Reports”
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.24
Getting Started with Salesforce External Object Reports
Enabling reports creates the following in the Other Reports report type category.
• A report type for the external object
• A report type for each lookup relationship in which both objects allow reports
Setup Home > External Objects > Edit
Select “Enable Reports” on the external object.
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Getting Started with Salesforce External Object Reports
Reports > Create New Report
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Getting Started with Salesforce External Object Reports
Custom fields from external object “Orders” displayed as dimensions and measures
How to create Salesforce reports with external data
sources [blended standard/external objects]
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Getting Started with Salesforce External Object Reports
Setup > Custom Report Types (Optional)
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Getting Started with Salesforce External Object Reports
Combine external objects with standard objects and categorize for easy access
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Getting Started with Salesforce External Object Reports
Orders has indirect relationship on Customer ID with Accounts
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Getting Started with Salesforce External Object Reports
Report with data blended from Standard and External Objects (pulled on-demand from on-premises SQL Server Data Warehouse)
How to produce OData from common reporting data
sources
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.33
POLL
What are your data sources for reporting purposes?
© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.34
An open protocol to allow the creation and consumption of queryable and interoperable RESTful APIs in a simple and standard way.
OASIS Standard REST API (“SQL for the web”)
Ratified as an OASIS standard February, 2014Operations built on REST principlesUniform URL conventionsSurface metadata in standard way
What is OData?
First member to join OData Technical Committee
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OData URL Query Conventions
$SELECT /Products?$select=*,Category/Name
/Suppliers?$filter=Address/City eq 'Redmond’
/Products?$orderby=ReleaseDate asc, Rating desc
/Products?$select=*,Category/Name&$expand=Category
$FILTER
$ORDERBY
$EXPAND
/Products?$top=5&$skip=2$TOP $SKIP
http://services.odata.org/OData/OData.svc/Category(1)/Products?$top=2&$orderby=name\__________________________________/ \________________/ \__________________/
service root URI resource path query options
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What are the common external reporting databases?
680 Global Companies participated in 2016 Data Connectivity Outlook Survey
7 of top 8 leaders of BI Magic Quadrant are DataDirect OEM Partners
How to produce OData from Reporting Data?
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Options to produce OData from Reporting Data Sources
Native: OData Report Services such as SAP Universe or Microsoft SSRS
Commercial: DataDirect Hybrid OData
Reporting Services
Build: Apex Connector Framework
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External Reporting Objects via DataDirect Hybrid OData services
Corporate Firewall
Option 1. DataDirect Cloud: We take care of firewall configuration and cloud data sources
Option 2.DataDirect Hybrid Data Pipeline:You take care of firewall configuration for on-premises data sources
• Oracle
• Microsoft SQL Server
• Greenplum
• IBM DB2
• Postgres
• Hadoop Hive (including Cloudera, Hortonworks, IBM BigInsights, and MapR)
OData
OData
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Supported Data Sources via DataDirect Hybrid OData servicesApache Hadoop Hive 0.8.0 and higher Amazon EMR 2.1.4 and higherAmazon RedshiftCloudera CDH update 4 and higher Hortonworks 1.3 and higher IBM BigInsights 3.0 and higherMapR 1.2 and higherPivotal HD 2.0.1 and higherDB2 V9.1, V9.5, V9.7, 9.8 for Linux, UNIX, Windows DB2 V8.x for LUWDB2 11 for z/OS* DB2 V10 for z/OS DB2 V9.1 for z/OS DB2 UDB V8.1 for z/OSDB2 I 7.1, 7.2* (DB2 UDB V7R1, V7R2 for iSeries)DB2 I 6.1 (DB2 UDB V6R1 for iSeries)DB2 for I 5/OS (DB2 UDB V5R4 for iSeries)Eloqua (Oracle Marketing Cloud)Financial ForceGoogle AnalyticsGreenplum 4, 4.1, 4.2, 4.3Greenplum 3.3HubspotInformix Dynamic Server 12.1*Informix Dynamic Server 11.0, 11.5, 11.7Informix Dynamic Server 10.0Informix Dynamic Server 9.2, 9.3, 9.4Informix Dynamic Server 11.0, 11.5, 11.7Informix Dynamic Server 10.0Informix Dynamic Server 9.2, 9.3, 9.4MarketoMicrosoft Dynamics CRM 2011 Rollup 16, 2013, 2015 Microsoft SQL Server 2014*
Microsoft SQL Server 2012Microsoft SQL Server 2008 R1, R2Microsoft SQL Server 2005Microsoft SQL Server 2000 Desktop Engine (MSDE 2000) Microsoft SQL Server 2000Microsoft SQL Azure*MySQL Enterprise Edition 5.0, 5.1, 5.5, 5.6*Oracle 12c R1 (12.1)*Oracle 11g R1, R2 (11.1, 11.2)Oracle 10g R1, R2 (10.1, 10.2)Oracle 9i R1, R2 (9.0.1, 9.2)Oracle 8i R3 (8.1.7)Oracle Service CloudOracle Sales CloudPivotal HAWQ 1.1*, 1.2*PostgreSQL 9.0, 9.1, 9.2, 9.3, 9.4*PostgreSQL 8.2, 8.3, 8.4Progress OpenEdge 11.0, 11.1*, 11.2*, 11.3*, 11.4*Progress OpenEdge 10.1.x, 10.2.xProgress Rollbase 2.0 and higher*SAP Adaptive Server Enterprise 16.0*ServiceMaxSugarCRM 7.1.6 and higher*Sybase Adaptive Server Enterprise 15.0, 15.5, 15.7Sybase Adaptive Server Enterprise 12.0, 12.5, 12.5.xSybase Adaptive Server Enterprise 11.9Veeva CRM Blue text indicates cloud hosted
Blue text* indicates cloud hosted with on-premises option
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External Object Report Demo
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Learn More about Salesforce External Object Reports
Related Salesforce Winter ‘17 Release Notes
DataDirect Hybrid OData Services [https://prgress.co/hybrid]
Related tutorials from Salesforce Devs:Salesforce Developers guide to hybrid connectivity
Trailhead for Salesforce Connect
Related webinars from Progress:OData External Data Integration Strategies for SaaS [Guests: Microsoft and Oracle]Webinar: Integrate Oracle Data Sources with Salesforce Connect [Guest: Appirio]Firewall Friendly Pipeline for Secure Data Access