Connect to Salesforce Data Cloud Data in NetBeans

The CData JDBC Driver for Salesforce Data Cloud integrates connectivity to live Salesforce Data Cloud data in IDEs that support JDBC. The JDBC standard enables you to use built-in data access wizards and other tools supporting rapid development. This article shows how to connect to Salesforce Data Cloud data in NetBeans. You will create a connection and load Salesforce Data Cloud data in the Table Editor.

Create a JDBC Data Source for Salesforce Data Cloud in NetBeans

To create the JDBC data source, expand the Database node in the Service window, right-click the Drivers node, and select New Driver. In the New Driver wizard that results, enter the following information:

• Driver File(s): Click Add and, in the file explorer dialog that appears, select the cdata.jdbc.salesforcedatacloud.jar file. The driver JAR is located in the lib subfolder of the installation directory.
• Driver Class: Click Find to search for the driver class inside the JAR. Then select cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver from the menu.
• Name: Enter the name for the driver.

Define Connection Parameters

Follow the steps below to define required connection properties:

1. In the Service window, right-click the Database node and click New Connection.

2. In the New Connection Wizard, enter the following connection properties:

   • Driver Name: In the menu, select the CData JDBC Driver for Salesforce Data Cloud.
   • User Name: Enter the username. This can also be defined in the JDBC URL.
   • Password: Enter the password. This can also be defined in the JDBC URL.

   • JDBC URL: Specify the JDBC URL.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Data Cloud JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.salesforcedatacloud.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     

     A typical JDBC URL is the following:

     jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH

Query Salesforce Data Cloud Data

To connect to Salesforce Data Cloud data, right-click the connection in the Database node and click Connect. After the connection is established, you can expand it to discover schema information.

To load a table in the Data Views window, right-click the table and then click View Data..