How do I connect Crystal Reports to Salesforce?

Before you can use the Salesforce ODBC driver to connect Crystal Reports to Salesforce, you need to configure an ODBC data source. An ODBC data source stores the connection details for the target data store (Salesforce in this case) and the ODBC driver that is required to connect to it (the Salesforce ODBC driver in this case).

You can configure a user ODBC data source, which is only available to the user who creates it, or a system ODBC data source, which is available to all users on the machine. You configure ODBC data sources in ODBC Data Source Administrator, which is included with Windows.

To run ODBC Data Source Administrator, in the Crystal Reports Start menu folder, choose 32-bit Data Source Administrator.

Use ODBC Data Source Administrator to create your Salesforce ODBC driver data source:

1. Do one of the following:
   • To create a user data source, in the User DSN tab, choose Add.

     –Or–

   • To create a system data source, choose the System DSN tab, and then choose Add.
2. In the Create New Data Source dialog box, choose Easysoft ODBC-Salesforce Driver, and then choose Finish.
3. Complete the DSN Setup dialog box:

   Setting	Value
   DSN	Salesforce
   User Name	The name of your Salesforce user. For example, myuser@mydomain.com.
   Password	The password for your Salesforce user.
   Token	The security token for your Salesforce user, if required. To find out whether you need to supply a security token, choose the Test button. If the connection attempt fails with an error which contains LOGIN_MUST_USE_SECURITY_TOKEN, you need to supply one. Salesforce emails the security token to the email address associated with your Salesforce user account. If you have not received a security token, you can regenerate it. Salesforce will then email the new security token to you. To regenerate your security token, log in to Salesforce and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Choose Reset Security Token in the Reset Security Token page. When you receive the token in your email client, copy it and then paste it into the Token field.

4. Use the Test button to verify that you can successfully connect to Salesforce.

You can now connect Crystal Reports to Salesforce:

1. In Crystal Reports, create a new report.
2. In the Standard Report Creation Wizard, in the Available Data Sources pane, expand the Create New Connection list.
3. Expand the ODBC (RDO) list.
4. In the ODBC (RDO) dialog box, in the Data Source Name list, choose your Salesforce ODBC data source. Choose Finish.
5. Select the tables that you want include in your report, and then choose Next.
6. Progress the Wizard to select the fields and fields that you want to include in your report.
7. Click Finish to generate the report based on the Salesforce data.