KB38308: How to connect to Salesforce using XQuery reports in MicroStrategy 9.2.x and above

Starting with Strategy 9.2.x, user can use XQuery reports to connect to Salesforce. Follow the steps below to create the XQuery report:
 

• Create a new database instance, set the "Database connection type" to "XQuery", as shown below:    
   
  

• Create a new database connection.
   
• Create a new Database Login, specify the username and password.
   
  
• Enable the newly created database instance for Freeform XQuery reports creation. Under Project Configuration > Database instances > SQL Data warehouses, check the database instance created at earlier steps, as shown below:
   
  

• Use this newly created database instance to define a Freeform XQuery report, as shown below:
   
  

• Declare function and namespace, as shown below:
   
  

• Log into Salesforce.
   
  i) Create the declaration and definition of the Salesforce login function.
   
  

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  ii) Set up the user name and password.
   
  

•  
  NOTE: The password is a concatenation of password and security token. User could also "white-list" the IP addresses of Strategy Intelligence Server(s) which connect to Salesforce.com via an external application. For more details, refer to the following page:
   
  http://www.quotewerks.com/kbase/showArticle.asp?id=6544
   
  iii) Call the login function with the user name and password and get a session.
   
  

• Set up the SOAP (Simple Object Access Protocol) request.
   
  i) Specify SOAP version.
   
  

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  ii) Specify SOAP Header.
   
  

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  iii) Specify SOAP Payload. The SOQL (Salesforce Object Query Language) query String goes here:
   
  

• Fire the request and capture the response.
   
  

• Parse the response XML to return data in a table XML format.
   
  

NOTE: Salesforce recommend to log out instead of relying on the session to expire. For details on the logout call, refer to the following link:
http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_logout.htm 
 
 
 
 
 
 
 
 
KB38308