Connect to Salesforce Data Cloud Data in RazorSQL

The CData JDBC Driver for Salesforce Data Cloud enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to Salesforce Data Cloud using wizards in RazorSQL.

Create a JDBC Data Source for Salesforce Data Cloud Data

1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
2. In the Connection Wizard that appears, set the following properties:
   • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
   • Driver Class: Set the driver class to cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver.
   • Username: Enter the username. (This property can also be set in the JDBC URL.)
   • Password: Enter the password. (This property can also be set in the JDBC URL.)

   • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:salesforcedatacloud: and is followed by a semicolon-separated list of connection properties.

     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 and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.