Strategy ODBC Driver for Salesforce

The Strategy ODBC Driver for Salesforce allows you to access resources on Salesforce.com, from an Intelligence server hosted on a Windows or Linux machine.

You can also use Strategy Web and Import Data to integrate Salesforce.com data into Strategy. For steps to configure a connection to Salesforce.com to support this type of integration, see Configuring Third-Party Data Sources for Importing Data.

The following information is required for setting up the driver connection for the StrategyODBC driver for Salesforce:

Data Source Name: A name to identify the Salesforce data source configuration in Strategy. For example, Finance or Salesforce-1 can serve to identify the connection.
Host Name: The URL used to log in to the Salesforce.com system. You can keep the default of login.salesforce.com to connect to the production instance. However, you can also connect to other systems such as test.salesforce.com if you are connecting to testing environments.

If you attempt to test the connection to your Salesforce.com system, the password syntax is PasswordSecuritytoken, where Password is the password for the user account and Securitytoken is the additional security token required to access Salesforce.com. Do not use any spaces or other characters to separate the password and security token. As part of configuring a connection to your Salesforce.com system, you can include the password and security token as part of the database login, which is a component of a database instance used to access the DSN in Strategy. For steps to create a database login, which you can use to provide the Salesforce.com password and security token, see Creating a database login.