Salesforce Connect External Object Reports

Salesforce External Object Reports

Ralf Schundelmeier Director of Product Management - Salesforce

Sumit Sarkar Chief Data Evangelist Progress DataDirect

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Salesforce External Object Reports

Ralf Schundelmeier Director of Product Management - Salesforce

Sumit Sarkar Chief Data Evangelist Progress DataDirect


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


POLL

How familiar are you with Salesforce External Object Reporting?

Salesforce Connect – Quick Introduction


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


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


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.


Custom Report Type with Standard, Custom and External Objects

Custom Report Type linking Standard, Custom and External Objects for

reporting.


Report linking data from Standard, Custom and External Objects


Salesforce Connect – Support for Dashboards

Reporting with External Data- Wave Trending


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


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


Key Capabilities Immediate access to a Wave Dashboard generated after your report

Reporting with External Data- Considerations


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.


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


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”



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.



Reports > Create New Report



Custom fields from external object “Orders” displayed as dimensions and measures

How to create Salesforce reports with external data

sources [blended standard/external objects]



Setup > Custom Report Types (Optional)



Combine external objects with standard objects and categorize for easy access



Orders has indirect relationship on Customer ID with Accounts



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


POLL

What are your data sources for reporting purposes?


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


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


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?


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


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


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


External Object Report Demo


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

https://releasenotes.docs.salesforce.com/en-us/winter17/release-notes/rn_forcecom_external_data_reports.htm



https://prgress.co/hybrid

https://developer.salesforce.com/page/Building_a_Data_Integration_Proof_of_Concept_Using_Lightning_Components

https://trailhead.salesforce.com/en/module/lightning_connect



http://forms.progress.com/wbr-odata-integration-for-saas

http://forms.progress.com/wbr-odata-integration-for-saas

http://forms.progress.com/datadirect-wbr-Oracle_Data_Integration_Salesforce_Connect

http://forms.progress.com/datadirect-wbr-Oracle_Data_Integration_Salesforce_Connect

https://www.progress.com/campaigns/datadirect/webinars/firewall-friendly-pipeline-for-secure-data-access

Salesforce Connect External Object Reports

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