Connect to Salesforce Data in RazorSQL

The CData JDBC Driver for Salesforce enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Salesforce using wizards in RazorSQL.

Create a JDBC Data Source for Salesforce Data

1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
2. In the Connection Wizard that appears, set the following properties:
   • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
   • Driver Class: Set the driver class to cdata.jdbc.salesforce.SalesforceDriver.
   • Username: Enter the username. (This property can also be set in the JDBC URL.)
   • Password: Enter the password. (This property can also be set in the JDBC URL.)

   • JDBC URL: Enter connection parameters. The JDBC URL begins 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.

     A typical JDBC URL is the following:

     jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;

Query Salesforce Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.