Slaesforce FAQ

how to link qlikview to salesforce

by Dawn Kuphal Published 3 years ago Updated 2 years ago
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How do I connect QlikView to Salesforce.com?

  • In QlikView, open a QlikView document or create a new one.
  • On the File Menu, choose Edit Script. The Edit Script dialog box is displayed.
  • In the Data tab, choose ODBC from the Database list.
  • Choose the Connect button. The Connect to Data Source dialog box is displayed.
  • Choose your ODBC Data Source from the list and then choose OK.
  • In the Edit Script dialog box, choose the Select button. The Create Select Statement dialog box is displayed.
  • In the Database Tables list, choose the Salesforce table that contains the data you want to retrieve.

You can now connect QlikView to Salesforce.com:
  1. In QlikView, open a QlikView document or create a new one.
  2. On the File Menu, choose Edit Script. ...
  3. In the Data tab, choose ODBC from the Database list. ...
  4. Choose the Connect button. ...
  5. Choose your ODBC Data Source from the list and then choose OK.
Aug 7, 2014

Full Answer

How do I use the Salesforce connector with QlikView?

The Salesforce Connector is built into Qlik Sense. This means that when you install Qlik Sense, the Salesforce Connector is immediately available in the Data Manager and the Data load editor. The Salesforce Connector must be installed manually for QlikView. For more information, see Install the Qlik Salesforce Connector for QlikView.

How do I add ODBC to a QlikView document?

In QlikView, open a QlikView document or create a new one. On the File Menu, choose Edit Script. The Edit Script dialog box is displayed. In the Data tab, choose ODBC from the Database list. Note On 64-bit Windows, the Data tab contains a Force 32 Bit check box.

What is geolocation in Qlik connector?

Geolocation is composed of two primitive data types: longitude and latitude. The Qlik Salesforce Connector supports Geolocation by displaying each of its primitive types in separate fields. When a table contains a field with the Geolocation data type, the field displays as empty.

How do I access data in a Salesforce visualization?

You must have a Salesforce.com account with current access credentials to access data. Once a connection to a Salesforce.com account has been created, data can be selected from tables available to the user’s account and then loaded into an app where it can be used in visualizations.

See more

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How do I connect Qlik Sense to Salesforce?

Qlik Connectors®Install the Qlik Salesforce Connector for QlikView.Excluding the Qlik Salesforce Connector from Qlik Sense installation.Locate the Qlik Salesforce Connector log file.Create a Salesforce connection.Select and load Salesforce data.

How do I connect to a QlikView server?

Connecting to QlikView documents on the QlikView ServerFrom the Apps menu, click Connections. ... Click Create connection.In the Name field, enter a name for the connection. ... In the App drop-down list, select the Qlik NPrinting app that you want to create the connection from.More items...

Can QlikView connect to API?

The Qlik REST Connector enables Qlik Sense and QlikView to efficiently load data into Qlik apps from a REST data source. Many web-based data sources expose data through a REST API. The Qlik REST Connector is a generic connector, that is, it is not tailored to a specific REST data source.

How does REST API connect to Qlik Sense?

Do the following:In Qlik Sense, open a new or existing app and select either Add data or Data load editor. ... From Add data, select REST from the list of connectors. ... Enter the Connection Timeout value in seconds. ... Enter Read/Write Timeout value in seconds. ... Select GET or POST from the Method list.More items...

How do I open QlikView management console?

To open the QMC in a web browser in Windows, choose Start, QlikView, and QlikView Management Console, or enter the appropriate URL in the address field of a web browser, in the format http://:4780/qmc/default.htm.

How do I publish a dashboard in QlikView?

Follow these steps:Open QMC at server.Choose Apps.At the bottom there is a button with label Import, click on it and choose your application (default : c:\Users\[your username]\Documents\Qlik\Sense\Apps\)Publish it into the stream, that is shared with your end users.

What is API in qlikview?

Qlik APIs for Qlik Cloud are public APIs that enable the automation of tasks such as reloading apps or auditing system events. Qlik APIs and tools can also help build, extend and deploy custom data-driven applications.

What is REST API connector?

A REST connector is an interface to transfer data via HTTP without the need for an additional transport layer. The benefit of the REST connector is that it can call up or offer REST-conforming web services via an URL. REST supports the most usual data formats such as JSON, XML, CSV and HTML.

What is a REST connection?

This connection enables data retrieval from web services that apply the REST (representational state transfer) architectural style. Such "RESTful APIs" are widely used by a variety of service providers. The REST connection supports REST web services that. are based on HTTP.

How do I create a connection in Qlik Sense?

Creating a new data connectionClick Create new connection.Select the type of data source you want to create from the drop-down list. The settings dialog, specific for the type of data source you selected, opens.Enter the data source settings and click Create to create the data connection.

How do you use a REST connector?

1:254:35REST Connector - Connect to RESTful APIs using an OpenAPI SpecificationYouTubeStart of suggested clipEnd of suggested clipTo create a connection with the rest connector I'll fill in these fields. First the URI of the restMoreTo create a connection with the rest connector I'll fill in these fields. First the URI of the rest API. Then the open API specification. Which can be a reference to URL.

How do you make a REST connector in PEGA?

Configuring a REST connector.Mapping the request and response data for Connect REST rules. Mapping the data for a GET request for a Connect REST rule. ... Connect REST calling activity.Asynchronous execution by the Pega-IntScvs agents.Working with SSL-enabled endpoints.JSON mapping for special characters.

Easysoft ODBC-Salesforce Driver

Use the Salesforce.com ODBC Driver to connect QlikView Desktop to Salesforce.com and provide real time access to your Salesforce.com objects, enabling you to analyse Salesforce.com data from your QlikView documents.

How do I connect QlikView to Salesforce.com?

Use the Salesforce.com ODBC Driver to connect QlikView Desktop to Salesforce.com and provide real time access to your Salesforce.com objects, enabling you to analyse Salesforce.com data from your QlikView documents.

System requirements for a QlikView installation

The Salesforce Connector can be installed on any 64-bit system that runs QlikView. For more information, see: System requirements for QlikView.

Installing the connector

To install the Salesforce Connector for QlikView, use the following procedure. The Salesforce Connector is installed automatically with Qlik Sense.

Choosing the API version

You can choose the API version used by specifying another version in the URL parameter in the Salesforce connection dialog. For example, to use API version 30, specify the URL as:

Connect to Salesforce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You may create and configure ODBC DSNs with the Microsoft ODBC Data Source Administrator.

Populate a Chart with Salesforce Data

The instructions below show how to import the results of a SQL query into a QlikView visualization. In this article, you will create a bar chart with the query below:

More Information

The Salesforce ODBC Driver allows you to connect with live Salesforce account data directly from any application that supports ODBC connectivity.

What's new

For a complete history of changes through all versions, see Version history.

Qlik Sense deployment

The Salesforce Connector is built into Qlik Sense. This means that when you install Qlik Sense, the Salesforce Connector is immediately available in the Data Manager and the Data load editor.

QlikView deployment

The Salesforce Connector must be installed manually for QlikView. For more information, see Install the Qlik Salesforce Connector for QlikView.

Supported Salesforce data types

The following Salesforce.com data types are supported by the Salesforce Connector and are available for selection through the user interface. Fields containing unsupported data types are not displayed.

Version history

Version 15.5 contains the ability to increase the interval between API calls made to Salesforce. It also contains bug fixes. It is for Qlik Sense only.

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