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Connect to Salesforce Data in CloverDX (formerly CloverETL)

Transfer Salesforce data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Salesforce enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce as sources and destinations. In this article, you will use the JDBC Driver for Salesforce to set up a simple transfer into a flat file. The CData JDBC Driver for Salesforce enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce as sources and destinations. In this article, you will use the JDBC Driver for Salesforce to set up a simple transfer into a flat file.

Connect to Salesforce as a JDBC Data Source

  1. Create the connection to Salesforce data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.salesforce.jar file.
  3. Enter 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.

    A typical JDBC URL is below:

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

Query Salesforce Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Salesforce JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Account table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.