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URL: https://www.cdata.com/kb/tech/salesforce-ado-linqtoef.rst

⇱ LINQ to Salesforce Data


LINQ to Salesforce Data

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
LINQ offers versatile querying capabilities within the .NET Framework (v3.0+), offering a straightforward method for programmatic data access through CData ADO.NET Data Providers. In this article, we demonstrate the use of LINQ to retrieve information from the Salesforce Data Provider.

This article illustrates using LINQ to access tables within the Salesforce via the CData ADO.NET Data Provider for Salesforce. To achieve this, we will use LINQ to Entity Framework, which facilitates the generation of connections and can be seamlessly employed with any CData ADO.NET Data Providers to access data through LINQ.

About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


See the help documentation for a guide to setting up an EF 6 project to use the provider.

  1. In a new project in Visual Studio, right-click on the project and choose to add a new item. Add an ADO.NET Entity Data Model.
  2. Choose EF Designer from Database and click Next.
  3. Add a new Data Connection, and change your data source type to "CData Salesforce Data Source".
  4. Enter your data source connection information.

    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.

    Below is a typical connection string:

    InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
  5. 👁 Required connection properties for the data source. (QuickBooks is shown.)
  6. If saving your entity connection to App.Config, set an entity name. In this example we are setting SalesforceEntities as our entity connection in App.Config.
  7. Enter a model name and select any tables or views you would like to include in the model.
👁 The available tables in the underlying data source. (QuickBooks is shown.)

Using the entity you created, you can now perform select , update, delete, and insert commands. For example:

SalesforceEntities context = new SalesforceEntities();

var accountQuery = from account in context.Account
 select account;

foreach (var result in accountQuery) {
 Console.WriteLine("{0} {1} ", result.Id, result.Industry);
}

See "LINQ and Entity Framework" chapter in the help documentation for example queries of the supported LINQ.

Ready to get started?

Download a free trial of the Salesforce Data Provider to get started:

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