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Get the Report →Query Salesforce Data in ColdFusion
Write standard ColdFusion data access code to connect to Salesforce data.
The CData JDBC driver for Salesforce seamlessly integrates connectivity to Salesforce data with the rapid development tools in ColdFusion. This article shows how to connect to Salesforce data in ColdFusion and query Salesforce tables.
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
Create a JDBC Data Source for Salesforce in ColdFusion
The JDBC data source enables you to execute SQL from standard ColdFusion tags like cfquery and CFScript like executeQuery.
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Copy the driver JAR and .lic file from the installation directory onto the ColdFusion classpath. For example, copy the files into C:\MyColdFusionDirectory\cfusion\wwwroot\WEB-INF\lib. Or, open the Java and JVM page in the ColdFusion Administrator and enter the path to the files in the ColdFusion Class Path box.
The JAR and license for the driver are located in the lib subfolder of the installation directory.
Restart the server after this step.
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Add the driver as a data source:
From the ColdFusion administrator interface, expand the Data & Services node and click Data Sources. In the Add New Data Source section, enter a name for the data source and select Other in the Driver menu.
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Populate the driver properties:
JDBC URL: Enter connection properties in the JDBC URL. The JDBC URL begins with jdbc:salesforce: and is followed by the connection properties in a semicolon-separated list of name=value pairs.
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.
A typical JDBC URL is below:
jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;
- Driver Class: Enter the driver class. The driver class is cdata.jdbc.salesforce.SalesforceDriver.
- Driver Name: Enter a user-defined name for the driver.
- Username: Enter the username used to authenticate.
- Password: Enter the password used to authenticate.
You can now test the connection by enabling the CData Salesforce data source in the Actions column. After reporting a status of OK, the Salesforce data source is ready for use.
Execute Queries
The cfquery tag can pass SQL statements to Salesforce, including INSERT, UPDATE, and DELETE.. Use the cfqueryparam tag to create parameterized queries and prevent SQL injection through the query string.
Note: To use the cfquery and cfscript, create a .cfm file. Inside the .cfm file, write the code to execute the query (see below). Place the file directly in the root directory of your web server (e.g., wwwroot in Adobe ColdFusion). Restart the service after placing the file for the changes to take effect.
<cfquery name="SalesforceQuery" dataSource="CDataSalesforce">
SELECT * FROM Account WHERE Name = <cfqueryparam value="#Name#" cfsqltype="cf_sql_varchar">
</cfquery>
<cfdump var="#SalesforceQuery#">
Below is the equivalent in CFScript:
<cfscript> result = queryExecute( "SELECT * FROM Account WHERE Name = ?", [ { value="GenePoint", cfsqltype="cf_sql_varchar" } ], { datasource="CDataSalesforce" } ); writeDump( var= result ); </cfscript>
You can then make requests to your .cfm like the following:
http://MyServer:8500/query.cfm?Name=GenePoint