JMP Software from SAS is designed for dynamic data visualization and analytics on the desktop. With JMP® products, you can connect to a variety of data sources including ODBC and JDBC compliant data sources to explore data, spot relationships and trends, and dig into areas of interest.

In this blog, Simba’s Solutions Engineering Team shows you how to connect JMP to your Salesforce data using the Salesforce ODBC Driver. Simba’s ODBC and JDBC drivers for Salesforce.com enable standard SQL-92 access directly to data, without extraction, via Salesforce’s native web services Application Programming Interface (API).

INSTALL the Simba Salesforce ODBC driver on Windows using this installation guide. After the installation is complete, configure the Data source name using Salesforce account credentials and security token.

Prerequisites

  1. JMP software installed to your Windows
  2. Salesforce ODBC driver installed and DSN configured on your Windows

Steps

    1. In JMP Desktop, click File > Database > Query Builder …

      Connect JMP to Salesforce - Query Builder
  1. Select the connection or create a new connection

    Connect JMP to Salesforce - dbconnection

  1. Create a new connection by using Machine Data Source

    Connect JMP to Salesforce - Machine Data Source



  1. Select a Machine Data Source and confirm the configuration in the Simba Salesforce ODBC Driver Connection Dialog

    Connect JMP to Salesforce - Driver Dialog

  1. Data will load in Schemas – Tables after the connection is successful.

    Connect JMP to Salesforce - Schemas


  1. Select Tables for Query in this dialog to import the data.

You are now all set to visualize and get actionable insights from your Salesforce data!

Sample graph using JMP after successfully connecting to Salesforce
Sample graph using JMP after successfully connecting to Salesforce using Simba’s Salesforce ODBC Driver

You are now all set to visualize and get actionable insights from your Salesforce data!


Now it's your turn !