Access Live Salesforce Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Salesforce, Coginiti Pro can access and query live Salesforce data. This article describes how to connect to and query Salesforce data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for Salesforce offers unmatched performance for interacting with live Salesforce data. When you issue complex SQL queries to Salesforce, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Salesforce data using native data types.

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Salesforce installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection properties.

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.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Salesforce Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic."

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Salesforce.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.salesforce.jar)
   • Select the Class Name: cdata.jdbc.salesforce.SalesforceDriver.

Create a Connection using the CData JDBC Driver for Salesforce

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic."
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Salesforce Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the Salesforce catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Salesforce and start working with your live Salesforce data in Coginiti Pro. Reach out to our Support Team if you have any questions.