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crystal-reportssalesforcesoql

Good ways to use Crystal Reports with Salesforce?


Does anyone know good ways/tools/approaches for using Crystal Reports with Salesforce.com?

I know that Crystal Reports for Salesforce exists but I'm wondering what other possibilities there are...


Solution

  • To answer my own question, we eventually decided to set up a local read-only copy of the Salesforce database in MS Sql Server, and develop reports based on that. This allowed the report-writing people to use all the familiar SQL tools they know, without the restrictions on what-can-be-joined-to-what that the native Salesforce database has.

    We're using a piece of software called DBAmp to do this - It makes Salesforce appear in SQL Server as a 'linked server', and provides stored procedures you can use to download entire Salesforce tables, or just download changes to a Salesforce table since the last time. This makes it very easy to set up a local copy of the data that gets updated every night.