DataBind Salesforce Data to the DevExpress Data Grid

The ADO.NET Provider for Salesforce by CData incorporates conventional ADO.NET data access components compatible with third-party controls. You can adhere to the standard ADO.NET data binding procedures to establish two-way access to real-time data through UI controls. This article will demonstrate the utilization of CData components for data binding with DevExpress UI Controls (Windows Forms and Web controls), specifically binding to a chart that visualizes live data.

Getting Started

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There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

OAuth Authentication (default)

The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

Login (or Basic) Authentication

If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

SSO (single sign-on) Authentication

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

Multi-Factor Authentication (MFA)

If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

Windows Forms Controls

The code below shows how to populate a DevExpress chart with Salesforce data. The SalesforceDataAdapter binds to the Series property of the chart control. The Diagram property of the control defines the x- and y-axes as the column names.

using (SalesforceConnection connection = new SalesforceConnection(
"InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode")) {
 SalesforceDataAdapter dataAdapter = new SalesforceDataAdapter(
 "SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name", connection);
 
 DataTable table = new DataTable();
 dataAdapter.Fill(table);
 DevExpress.XtraCharts.Series series = new DevExpress.XtraCharts.Series();
 chartControl1.Series.Add(series);
 series.DataSource = table;
 series.ValueDataMembers.AddRange(new string[] { "AnnualRevenue" });
 series.ArgumentScaleType = DevExpress.XtraCharts.ScaleType.Qualitative;
 series.ArgumentDataMember = "Industry";
 series.ValueScaleType = DevExpress.XtraCharts.ScaleType.Numerical;
 chartControl1.Legend.Visibility = DevExpress.Utils.DefaultBoolean.False;
 ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true; 
}

Web Controls

The code below shows how to populate a DevExpress Web control with Salesforce data. The SalesforceDataAdapter binds to the Series property of the chart; the Diagram property defines the x- and y-axes as the column names.

using DevExpress.XtraCharts;

using (SalesforceConnection connection = new SalesforceConnection(
"InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode"))
{
 SalesforceDataAdapter SalesforceDataAdapter1 = new SalesforceDataAdapter("SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name", connection);
 DataTable table = new DataTable();
 SalesforceDataAdapter1.Fill(table);
 DevExpress.XtraCharts.Series series = new Series("Series1", ViewType.Bar);
 WebChartControl1.Series.Add(series);
 series.DataSource = table;
 series.ValueDataMembers.AddRange(new string[] { "AnnualRevenue" });
 series.ArgumentScaleType = ScaleType.Qualitative;
 series.ArgumentDataMember = "Industry";
 series.ValueScaleType = ScaleType.Numerical;
 ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true;
}