Create Dynamic Salesforce Data Cloud Grids Using the Infragistics XamDataGrid



Learn how you can connect Salesforce Data Cloud to Infragistics XamDataGrid to build dynamic grids.

Using Infragistics WPF UI controls, you can build contemporary applications reminiscent of Microsoft Office for both desktop and touch-based devices. When coupled with the CData ADO.NET Provider for Salesforce Data Cloud, you gain the capability to construct interactive grids, charts, and various other visual elements while directly accessing real-time data from Salesforce Data Cloud data. This article will guide you through the process of creating a dynamic grid within Visual Studio using the Infragistics XamDataGrid control.

You will need to install the Infragistics WPF UI components to continue. Download a free trial here: https://www.infragistics.com/products/wpf.

Create a WPF Project

Open VisualStudio and create a new WPF project.

Add a TextBox for passing a SQL query to the CData ADO.NET Provider and a Button for executing the query.

The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Height="44"/>
  < /Grid>
< /Window>

Add and Configure a XamDataGrid

After adding the initial controls, add a XamDataGrid to the App. The component will appear in the Visual Studio toolbox.

Arrange the component on the designer so that it is below the TextBox & Button and linked to the boundaries of the app.

Once the XamDataGrid is placed, edit the XAML to set the XamDataGrid DataSource attribute to "{Binding}" and set the FieldSettings AllowRecordFiltering and AllowSummaries attributes to "true." Next, add an empty method as the Click event handler for the Button component. The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Click="Button_Click" Height="44"/>

    < igWPF:XamDataGrid Margin="10,59,10,10" DataSource="{Binding}">
      < igWPF:XamDataGrid.FieldSettings>
        < igWPF:FieldSettings AllowSummaries="True" AllowRecordFiltering="True"/>
      < /igWPF:XamDataGrid.FieldSettings>
    < /igWPF:XamDataGrid>

  < /Grid>
< /Window>

Connect to and Query Salesforce Data Cloud

The last step in building our WPG App with a dynamic DataGrid is connecting to and querying live Salesforce Data Cloud data. First add a reference to the CData ADO.NET Provider to the project (typically found in C:\Program Files\CData[product_name]\lib).

Next, add the Provider to the namespace, along with the standard Data library:

using System.Data.CData.SalesforceDataCloud;
using System.Data;

Finally, add the code to connect to Salesforce Data Cloud and query using the text from the TextBox to the Click event handler.

Salesforce Data Cloud supports authentication via the OAuth standard.

OAuth

Set AuthScheme to OAuth.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

Before you connect, set these properties:

  • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
  • OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The driver then completes the OAuth process as follows:

  • Extracts the access token from the callback URL.
  • Obtains a new access token when the old one expires.
  • Saves OAuth values in OAuthSettingsLocation so that they persist across connections.
  • For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

    private void Button_Click(object sender, RoutedEventArgs e)
    {
      //connecting to Salesforce Data Cloud
      string connString = "";
      using (var conn = new SalesforceDataCloudConnection(connString))
      {
        //using the query from the TextBox
        var dataAdapter = new SalesforceDataCloudDataAdapter(textBox.Text, conn);
        var table = new DataTable();
        dataAdapter.Fill(table);
        
        //passing the DataRowCollection to the DataContext
        //  for use in the XamDataGrid
        this.DataContext = table.Rows;
      }
    }
    

    Run the Application

    With the app fully configured, we are ready to display Salesforce Data Cloud data in our XamDataGrid. When you click "Execute," the app connects to Salesforce Data Cloud and submits the SQL query through the CData ADO.NET Provider.

    Live Salesforce Data Cloud data is displayed in the grid.

    Group the data by dragging and dropping a column name into the header.

    As you add groupings and filters, the underlying SQL query is submitted directly to Salesforce Data Cloud, making it possible to drill down into live Salesforce Data Cloud data to find only the specific information you need.

    Free Trial & More Information

    At this point, you have created a dynamic WPF App with access to live Salesforce Data Cloud data. For more information, visit the CData ADO.NET Provider page. Download a free, 30-day trial and start working live Salesforce Data Cloud data in apps built using the Infragistics UI controls today.

Ready to get started?

Download a free trial of the Salesforce Data Cloud Data Provider to get started:

 Download Now

Learn more:

Salesforce Data Cloud Icon Salesforce Data Cloud ADO.NET Provider

Rapidly create and deploy powerful .NET applications that integrate with Salesforce Data Cloud.