Access Live Salesforce Data in TIBCO Data Virtualization

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the CData TIBCO DV Adapter for Salesforce, you get federated access to live Salesforce data directly within TIBCO Data Virtualization. This article walks through deploying an adapter and creating a new data source based on Salesforce.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live Salesforce data. When you issue complex SQL queries to Salesforce, the adapter pushes supported SQL operations, like filters and aggregations, directly to Salesforce. Its built-in dynamic metadata querying allows you to work with and analyze Salesforce data using native data types.

Deploy the Salesforce TIBCO DV Adapter

1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

   .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name Salesforce
   

2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.salesforce.jar) to the server from the extract location.

   .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.salesforce.jar
   

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart

Create a Salesforce Data Source in TDV Studio

With the CData TIBCO DV Adapter for Salesforce, you can easily create a data source for Salesforce and introspect the data source to add resources to TDV.

Create the Data Source

1. Right-click on the folder you wish to add the data source to and select New -> New Data Source.
2. Scroll until you find the adapter (e.g. Salesforce) and click Next.
3. Name the data source (e.g. CData Salesforce Source).

4. Fill in 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.

5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected Salesforce tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with Salesforce data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.