Configuring Advanced Options

You can configure advanced options to modify the behavior of the connector.

To configure advanced options:

  1. Open the ODBC Data Source Administrator where you created the DSN, then select the DSN, then click Configure, and then click Advanced Options.
  2. To connect to a Salesforce sandbox, select the Enable Connection To Sandbox URL check box and then type the URL of the sandbox in the Sandbox URL field.
  3. To specify the query language that the connector uses to parse queries, select the appropriate Parse Method setting.
  4. To retrieve data using the Bulk API, select the Enable Bulk API Queries check box and then, in the Bulk API Query At This Many Records field, type the number of query results at which the connector starts to use the Bulk API.

    5. Note:

    If data retrieval fails, then the connector falls back to using the REST API to retrieve the data.

  5. If Bulk API queries are enabled, then you can configure the connector to use primary key chunking when retrieving data by doing the following:
    1. Select the Enable Primary Key Chunking check box.
    2. In the Primary Key Chunking At This Many Records field, type the number of query results at which the connector starts to use primary key chunking.
    3. In the Primary Key Chunk Size field, type the number of query results to be included in each chunk.
  6. To specify how the connector initiates polls when checking the status of a batch operation in Salesforce, configure the settings in the Bulk API Options area as follows:
    • To initiate polls at a specific time interval, clear the Enable Backoff When Checking Status check box and then, in the Bulk Polling Interval field, type the amount of time between polls in milliseconds.
    • Or, to initiate polls based on an exponential backoff policy, select the Enable Backoff When Checking Status check box and then do the following:
      1. In the Minimum Backoff Delay field, type the minimum amount of time between polls in milliseconds.
      2. In the Maximum Backoff Delay field, type the maximum amount of time between polls in milliseconds.
  7. To infer metadata based on a small sampling of the data rather than all of the data, select the Enable Report Metadata Optimization check box.
    8. Important:

    Important:

    Enabling this option allows the connector to run faster, but the metadata might be less accurate.

  8. To specify whether the connector uses field labels or names from Salesforce as the labels in the returned data, do one of the following:
    • To use the field labels from Salesforce as the labels in the returned data, select the Use Salesforce Labels For Columns check box.
    • Or, to use the field names from Salesforce as the labels in the returned data, clear the Use Salesforce Labels For Columns check box.

    9. Note:

    Some client applications require the names and labels in the returned data to match.

  9. To return data as SQL_WVARCHAR data instead of SQL_VARCHAR data, select the Use SQL_WVARCHAR Instead Of SQL_VARCHAR check box.

    10. Note:

    This option applies only to result set columns that the connector would normally return as SQL_VARCHAR columns. It does not convert all columns into SQL_WVARCHAR.

  10. To return data as SQL_NUMERIC data instead of SQL_DOUBLE data, select the Use SQL_NUMERIC For Result Set Columns Of Type SQL_DOUBLE check box.

    11. Note:

    This option only applies to result set columns that the connector would normally return as SQL_DOUBLE columns. It does not convert all columns into SQL_NUMERIC.

  11. To execute reports using the Analytic API, which is also called the Reports and Dashboards REST API, instead of using the report URL, select the Use Analytic API For Executing Reports check box.

    12. Note:

    • The Analytic API provides metadata which can make the connector more accurate, but is limited to the first 2000 results.
    • If this option is selected, the connector uses the Analytic API to execute reports that have IDs. If a report does not have an ID, the connector falls back to using the report URL to execute the report. For more information, see Use Analytic API For Executing Reports.
  12. To modify catalog names by removing all invalid SQL-92 identifier characters and replacing all spaces with underscores, select the Sanitize Catalog Names check box.
  13. To remove catalog names from the TableName arguments in SQLTables and SQLColumns function calls, select the Strip Catalog Name From Filter Arguments check box.
    14. Important:

    Important:

    For SQLTables and SQLColumns calls, the connector does not accept TableName arguments that include catalog names. If the TableName arguments include catalog names and the Strip Catalog Name From Filter Arguments check box is clear, the connector does not return any results.

  14. To prevent the connector from joining tables during passdown queries, select the Disable Join Passdown check box.
  15. To allow the connector to use JunctionIdLists, select the Enable JunctionIdLists check box.
  16. To retrieve more detailed metadata during SQLTables or SQLColumns calls, and use Salesforce data type names instead of SQL data type names when returning the column types, select the Enable Extended Metadata check box. For detailed information about the additional metadata that is returned, see Extended Metadata.
    17. Important:

    Important:

    When this option is enabled, connector performance may decrease significantly due to the amount of additional metadata that is retrieved.

  17. To save your settings and close the Advanced Options dialog box, click OK.

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