Connect to Salesforce Data in Aqua Data Studio

The CData JDBC Driver for Salesforce integrates Salesforce data with wizards and analytics in IDEs like Aqua Data Studio. This article shows how to connect to Salesforce data through the connection manager and execute queries.

Create a JDBC Data Source

You can use the connection manager to define connection properties and save them in a new JDBC data source. The Salesforce data source can then be accessed from Aqua Data Studio tools.

1. In Aqua Data Studio, select Register Server from the Servers menu.
2. In the Register Server form, select the 'Generic - JDBC' connection.
3. Enter the following JDBC connection properties:
   • Name: Enter a name for the data source; for example, Salesforce.
   • Driver Location: Click the Browse button and select the cdata.jdbc.salesforce.jar file, located in the lib subfolder of the installation directory.
   • Driver: Enter the Driver's class name, cdata.jdbc.salesforce.SalesforceDriver.

   • URL: Enter the JDBC URL, which 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.

     A typical JDBC URL is below:
     jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;

Query Salesforce Data

You can now query the tables exposed.