OBIEE Integration with Salesforce.com – Intro

I am planning to write about OBIEE and Salesforce integration in the coming weeks. There will be a few parts to it. I do hope there will be some interest in this area.

Turning this

SFDC_Campaign

in to this

OBIEE_Campaign

Real time reporting for SFDC is great as OBIEE can create great visuals and management may not even be using SFDC too often. Filtering in OBIEE is a lot easier too!

 

  1. Part 1 Setting Up SFDC
  2. Part 2 Setting Up ODBC Driver
  3. Part 3 Creating Your First Answers (Analysis) Report
  4. Part 4 Embed OBIEE to SFDC
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Author: Steve Yeung

Being in the EPM & BI field for more than 8 years, it's about time I contribute to newcomers! As a founder of MondayBI.com I wish to give you all the help I can. Feel free to give any suggestions or questions. Hope you will all enjoy this blog! William Wong Essbase Certified Specialist OBIEE Certified Specialist

10 thoughts on “OBIEE Integration with Salesforce.com – Intro”

    1. Thank you for your suggestion. Most probably I would but that will be in the later parts.
      It’s actually quite easy. What do you mean by contextual navigation? Can you elaborate a little more on this to make sure we are on the same lines?
      Part 2 would be about configuring ODBC
      Since I’m doing this part time and would like to cover in a little more details, embed would probably be in Part 4. I’m actually writing up Part 2 now.

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      1. Steve, I am in a POC with the customer right now. What I am looking at is the following: For e.g., If I click on a Account number in Salesforce Accounts Tab, which also has an embedded BICS dashboard, the reports in this embedded dashboards should now show data relevant for the selected account number.

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      2. So I believe you are using a Visualforce page? If so, you will still be using GO URL to pass parameters into the filters. This will require a Force.com developer’s help. It’s possible but I probably will not demonstrate this since I do not have the test environment for this specific setup.

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  1. To give you an example, in your screenshots above, if I clicked on FB Page campaign in the SFDC screen & assuming that you have embedded the ‘SFDC Campaign Variance OBIEE report’ in a sub tab under Campaigns tab in SFDC, the OBIEE Report should now only show data for FB Page campaign. So it is basically passing parameters using GO URL to OBIEE and the OBIEE report will be filtered. The problem is that I don’t know how the capture the Campaign name from SFDC to pass it to the GOR URL link. I know you will blog about this sometime in future, but any pointers that you can provide will be appreciated,

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    1. It’s a good question. I’m probably not the best person to ask as I’m not skilled enough with Salesforce to fully answer that question. From my knowledge that standard Salesforce page would not be able to do that. You will need to generate the embedded OBIEE GO URL on the fly. Assuming you have the knowledge of the GO URL, then the only requirement you will need is a VisualForce page. The APEX code can handle the URL being generated on the fly with prompts passed inside this URL. Does this answer your question?

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      1. I am not versed with Salesforce but the way I’ve embedded OBIEE within SFDC is via VisualForce page. Now I am just trying to figure out, how to read SFDC variables so that I can pass them in the GO URL.

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