Manage Salesforce Data in DBArtisan as a JDBC Source

The CData JDBC Driver for Salesforce seamlessly integrates Salesforce data into database management tools like DBArtisan by enabling you to access Salesforce data as a database. This article shows how to create a JDBC source for Salesforce in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Salesforce Data into DBArtisan Projects

Follow the steps below to register Salesforce data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   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.

   Below is a typical connection string:

   jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;
6. Finish the wizard to connect to Salesforce data. Salesforce entities are displayed in the Datasource Explorer.

You can now work with Salesforce data as you work with any other database. See the driver help documentation for more information on the queries supported by the Salesforce API.