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The CData JDBC Driver for Salesforce integrates connectivity to Salesforce APIs into your data-driven Java applications. You can use the CData JDBC Driver for Salesforce with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
- If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
- Click File -> New -> Report. The Report Design perspective is opened.
- In the Data Explorer, right-click Data Sources and click New Data Source.
- Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
- Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
- In the Database URL box, enter the JDBC URL containing the connection string.
There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.
If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.
SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
java -jar cdata.jdbc.salesforce.jar
Fill in the connection properties and copy the connection string to the clipboard.
When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
A typical JDBC URL is below:
jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;
- Right-click the Data Sets folder and select the JDBC data source for Salesforce.
- In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query:
SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name
- In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
- After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
- Click Run -> View Report -> In Web Viewer to view the report.
Your BIRT reports can now pick up any updates to Salesforce data.
To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.