DataBind Wijmo Grid to Salesforce Data



Provide real-time Salesforce data to interactive controls.

The API Server, when paired with the ADO.NET Provider for Salesforce (or any of 200+ other ADO.NET Providers), provides Salesforce data as Web services, which enable connectivity to live data. This article shows how to consume JSONP-formatted Salesforce data from a Wijmo Grid.

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


Set Up the API Server

Follow the steps below to begin producing secure Salesforce OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Salesforce

After you deploy the API Server and the ADO.NET Provider for Salesforce, provide authentication values and other connection properties needed to connect to Salesforce by clicking Settings -> Connections and adding a new connection in the API Server administration console.

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.

You can then choose the Salesforce entities you want to allow the API Server to access by clicking Settings -> Resources. This article uses Account as an example.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create a Real-Time Grid

Follow the steps below to consume Salesforce data from the Wijmo JavaScript controls:

  1. Load the required Wijmo, jQuery, and Knockout libraries:
    
    <script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
    <script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>
      
    <!--Theme-->
    <link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">
      
    <!--Wijmo Widgets CSS-->
    <link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">
      
    <!--Wijmo Widgets JavaScript-->
    <script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
    <script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
    <script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>
     
    <!--Knockout JS Library-->
    <!-- Both of the links below can work -->
    <script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script> 
    <!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>--> 
    
    <!--Wijmo Knockout Integration Library-->
    <script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
    
  2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user.
    
    <script id="scriptInit">
    $.support.cors = true;
    var viewModel;
    
    function ViewModel() {
      var accountView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Account", {
      ajax: {
        dataType: "jsonp", 
        username: "MyUser",
        password: "MyAuthtoken",
        data: { "$inlinecount": null }
      },
      pageSize: 10
    });
      accountView.refresh();
      accountView.nextPage();
      this.account = accountView;
      this.prevPage = function () {accountView.prevPage();};
      this.nextPage = function () {accountView.nextPage();};
    }
    
    $(document).ready(function () {
       viewModel = new ViewModel();
       ko.applyBindings(viewModel, $(".container").get(0));
    });
    </script>
    
  3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup.
    
    <h2>Connect to Live Salesforce Data in Real Time</h2>
    
    <h3>Account</h3>
    <div>
      <button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}"><span class="ui-icon ui-icon-seek-prev" /></button>
      <button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}"><span class="ui-icon ui-icon-seek-next" /></button>
    </div>
    <table id="demo-grid" data-bind="wijgrid: { 
      data: account, 
      showFilter: true, 
      allowPaging: true,
      pagerSettings: { position: 'none'},
      columnsAutogenerationMode: 'append',
    }" >
    </table>   
    

Below is the resulting grid. You can filter and sort through pages of Salesforce data.

Ready to get started?

Learn more or sign up for a free trial:

CData API Server