Salesforce

Driver Options

  • RStudio Professional Drivers - RStudio Server Pro, RStudio Connect, or Shiny Server Pro users can download and use RStudio Professional Drivers at no additional charge. These drivers include an ODBC connector for Salesforce. RStudio delivers standards-based, supported, professional ODBC drivers. Use RStudio Professional Drivers when you run R or Shiny with your production systems. See the RStudio Professional Drivers for more information.

Package Options

The odbc package, in combination with a driver, provides DBI support and an ODBC connection.

Connection Settings

There are four settings needed to make a connection:

  • Driver - See the Drivers section for setup information
  • UID - The user’s network ID or server local account
  • PWD - The account’s password
  • SecurityToken - The account’s password
con <- DBI::dbConnect(odbc::odbc(),
                    Driver        = "[your driver's name]",
                    UID           = rstudioapi::askForPassword("Database user"),
                    PWD           = rstudioapi::askForPassword("Database password"),
                    SecurityToken = rstudioapi::askForPassword("Security token"))

A preferred method is to use the config package cache the credentials:

username <- config::get("sf_user")
password <- config::get("sf_password")
token    <- config::get("sf_token")

con <- DBI::dbConnect(odbc::odbc(), 
                      Driver="Salesforce", 
                      UID = username, 
                      PWD = password, 
                      SecurityToken = token)

The config.yml file for the connection above would be something like this:

default:
  sf_user: "[User name]"
  sf_password: "[Password]"
  sf_token: "[User's token]"

dplyr translation

dplyr currently does not support the translation of Salesforce queries.