Once the report connects to a Salesforce.com instance, you create a data set and write a SQL query to specify what data rows to retrieve. The driver translates the SQL query to a SOQL query before sending it to Salesforce.com for execution. SOQL (Salesforce Object Query Language) is Salesforce.com’s query language for accessing data, and is similar to SQL. You cannot write a SOQL query in the data set editor.
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In Data Source Selection, select the Actuate JDBC Salesforce.com data source to use. Data Set Type displays Select Query.
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In New Data Set, in Query Text, type a SQL statement that indicates what data to retrieve. Figure 11-2 shows an example of a query specified in the data set editor.
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Figure 11-2
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Choose Finish to save the data set. Edit Data Set displays the columns, and provides options for editing the data set.
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