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Get the Report →Rapidly Develop Salesforce-Driven Apps with Active Query Builder
Leverage the Active Query Builder SQL interface builder and the ease of .NET data access to create data-driven WinForms and ASP.NET apps.
Write standard .NET to expose Salesforce data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Salesforce enables standards-based access to Salesforce. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.
Connect to Salesforce as an ODBC Data Source
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
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.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Use SQL to Interact with Salesforce
Follow the steps below to create a WinForms visual query builder.
- Open Active Query Builder for .NET WinForms.
- In the new Windows Forms project go to the "File" menu and click "Connect..."
- Under Database Connections, click "Add..."
- Set your desired Connection Name (e.g. CData Salesforce), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown.
- Click "OK" to save the new connection.
- Back in the Database Connection wizard, select the newly created connection and click "OK."
- Click "File" > "New Query" to create a QueryBuilder
You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.
