Integrate with Salesforce Data in JReport Designer

The CData JDBC Driver for Salesforce data enables access to live data from dashboards and reports as if Salesforce were a relational database, allowing you to query Salesforce data using familiar SQL queries. This article shows how to connect to Salesforce data as a JDBC data source and create reports based on Salesforce data in JReport Designer.

Connect to Salesforce Data

1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:

   ...
   set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for Salesforce 2016\lib\cdata.jdbc.salesforce.jar;
   ...
   

2. Create a new data source by clicking File New Data Source.
3. In the resulting dialog, create a name for the data source (CData JDBC Driver for Salesforce), select JDBC, and click OK.
4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
   • Driver: Be sure that the Driver box is checked and fill in the name of the class for the driver: cdata.jdbc.salesforce.SalesforceDriver
   • URL: Enter the JDBC URL. This starts with jdbc:salesforce: and is followed by a semicolon-separated list of 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.

     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.

     Below is a typical JDBC URL:

     jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;
   • User: The username to authenticate with; typically left blank.
   • Password: The password to authenticate with; typically left blank.

5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

   Click Done once the dialog has completed loading the tables.

6. In the Catalog Browser, you can create the queries that you will use to populate your reports. You can do this now, or after you create your report. In either case, expand () the data source (CData JDBC Driver for Salesforce), right-click on Queries, and select Add Query.
7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK.
8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query. For example:

   SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name
   

   With the query built, click OK to close the Query Editor dialog. At this point you are ready to add Salesforce data to a new or existing report.

   NOTE: Now that the query is built, you can create a Business View based on the query. With a Business View, you can create Web reports or library components based on the query. For more information on this, refer to the JReport tutorials.

Add Salesforce Data to a Report

You are now ready to create a report with Salesforce data.

1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
2. Select the Query (or create a new one; see above).
3. Assign a Category and Value for the chart from the columns in your Query and click Finish.
4. Click the View tab for your report to see the chart.