Build Salesforce Data Cloud-Connected Web Apps in Servoy



Use Servoy Developer to easily connect to Salesforce Data Cloud data and build web apps with connectivity to live Salesforce Data Cloud data.

Servoy is a rapid application development and deployment platform. When paired with the CData JDBC Driver for Salesforce Data Cloud, users can build Salesforce Data Cloud-connected apps that work with live Salesforce Data Cloud data. This article describes how to connect to Salesforce Data Cloud from Servoy and build a simple web app to display and search Salesforce Data Cloud data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Salesforce Data Cloud data. When you issue complex SQL queries to Salesforce Data Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data Cloud and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with Salesforce Data Cloud data using native data types.

Connect to Salesforce Data Cloud in Servoy Developer

To build Salesforce Data Cloud-connected apps, you need to first create a data provider in Servoy Developer using the CData JDBC Driver for Salesforce Data Cloud.

  1. Install the JDBC Driver.
  2. Copy the JDBC Driver JAR file. (cdata.jdbc.salesforcedatacloud.jar) to the /application_server/drivers/ directory in the installation directory for Servoy.
  3. Open Servoy Developer.
  4. In the Solution Explorer, right-click Database Server (under Resources) and choose "Connect to existing database" -> "empty."
    1. Name the server.
    2. Click to show the advanced server settings.
      • Set the URL, for example: jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH

        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.

        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.

        • Select the Driver class you just copied, for example, cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver

Build a Salesforce Data Cloud-Connected Web App

Once you have configured the connection to Salesforce Data Cloud in the Servoy Developer resources, you are ready to build apps with access to live Salesforce Data Cloud data.

Create a New Solution

  1. In the Server Explorer, right-click "All solutions" and select "Create new solution."
  2. Name the solution.
  3. Select the checkbox to include the "search" module.
  4. Click "Finish."

Create a New Form

Right-click "Forms" and select "Create new form."

  1. Name the form.
  2. Select a Datasource.
  3. Set the type (e.g., Simple) and click "Finish."

Add a Data Grid to the Form

  1. Drag a Data Grid component (from Servoy NG-Grids) onto the form.
  2. Drag a column component onto the Data Grid and set the "dataprovider" property for each column component to a column from the Salesforce Data Cloud "table" (e.g., [Account ID] from the Account table).

    Continue adding columns as desired.

Add Searching to the App

Note that the "svySearch" extension is required to add search functionality (included by default when you create a new solution). If you did not add the extension when you created the solution or you are modifying an existing solution, you can add the search module by right-clicking Modules (in the solution) and selecting "Add Module." Select "svySearch" and click "OK."

  1. Drag a Text Field component onto the Form.
  2. Right-click the Form and select "Open in Script Editor."
  3. Create a new variable (JavaScript) to hold the search value:
    var searchText = '';
    
  4. Back on the Form, in the Text Field properties:
    1. Set the "dataprovider" property to the Form variable you just created.
    2. Double-click to add a method for the onAction event.
    3. Click to create the method in "Form," name the method (e.g., onEnter), and click "Create private."
    4. Click "OK & Show."
  5. Add the following JavaScript to the JavaScript file to use the Servoy framework to implement searching bound data based on the text in the Text Field:
    var search = scopes.svySearch.createSimpleSearch(foundset).setSearchText(searchText);
    search.setSearchAllColumns();
    search.loadRecords(foundset);
    

Save and Launch the App

Save the form and JavaScript file, then click Run -> Launch NGClient to start the web app.

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Data Cloud and start building Salesforce Data Cloud-connected apps with Servoy. Reach out to our Support Team if you have any questions.

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