Access Salesforce Data Cloud Data from MySQL in HeidiSQL

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with the CData ODBC Driver for Salesforce Data Cloud and SQL Gateway, HediSQL's reach extends to include access to live Salesforce Data Cloud data. This article demonstrates how to connect to on-premise Salesforce Data Cloud and query Salesforce Data Cloud data in HeidiSQL.

Connect to Salesforce Data Cloud Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Salesforce Data Cloud data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.




To connect to the SQL Gateway from HeidiSQL, you will need to run the SQL Gateway on a web-facing machine. After configuring the SQL Gateway, make note of the following information:

• The IP address or domain name of the machine hosting the SQL Gateway
• The data source name (likely CData SalesforceDataCloud Sys) of the MySQL service
• The port number of the MySQL service
• The credentials of a SQL Gateway user with access to the service

Configure Remote Access

If your ODBC Driver and the remoting service are installed on-premise (and not accessible from HeidiSQL), you can use the reverse SSH tunneling feature to enable remote access. For detailed instructions, read our Knowledge Base article: SQL Gateway SSH Tunneling Capabilities.

Connect to Salesforce Data Cloud in HeidiSQL

Once you have a MySQL Service configured for the CData ODBC Driver for Salesforce Data Cloud, you are ready to connect to the data in HeidiSQL. Start by creating a new connection Session in HeidiSQL, then choose the MySQL library type.

Configure the data set using the values for the MySQL service for Salesforce Data Cloud you configured in SQL Gateway (be sure to use the DSN for the database name). Validate your connection and click Open.





Query Salesforce Data Cloud from HeidiSQL

1. In the database listing on the left, find your connection to Salesforce Data Cloud configured earlier.
2. In the database listing on the left, expand the appropriate connection and to view individual tables or data objects present within Salesforce Data Cloud.
3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables

With the CData ODBC Driver for Salesforce Data Cloud and SQL Gateway, you are able to easily query data from Salesforce Data Cloud data in HeidiSQL. If you have any questions, such as needing to access your on-premises data from HeidiSQL, let our Support Team know.