Build MVC Applications with Connectivity to Salesforce Data

In this article, we will guide you through the process of utilizing wizards within Visual Studio to seamlessly integrate the CData ADO.NET Provider for Salesforce into a basic MVC (Model, View, Controller) project.

Getting Started

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Create the Entity Framework Model

Follow the steps below to save connection properties and map tables to entities in the data model.

1. Create a new MVC project in Visual Studio. In this example, the project name is MvcSalesforceApp.

2. If you are using Entity Framework 6, you will need to take the preliminary step of registering the Salesforce Entity Framework provider for your project. See the "LINQ and Entity Framework" chapter in the help documentation for a guide.

   Note that MVC 3 scaffolding and MVC 4 scaffolding do not support Entity Framework 6. You can use your scaffolding with Entity Framework 6 by upgrading to the latest version of MVC.
3. To add the .edmx file from the designer, right-click your Models folder and click Add New Item. Select ADO.NET Entity Data Model, name the model, and click Add. In this example, the name of the model is SalesforceModel.
4. In the Entity Data Model wizard, select the option 'EF Designer from database'. The Entity Data Model wizard is displayed.
5. Click New Connection. Select CData Salesforce Data Source in the dialog that is displayed.

6. Specify the required connection string properties.

   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.

   A typical connection string is below:

   InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

   👁 The connection for the model. (QuickBooks is shown.)
   

7. Name the connection and select whether to include sensitive information, such as connection credentials, in the connection string. For simplicity, this example saves sensitive information in Web.config. The connection settings are saved as SalesforceEntities.

   👁 The completed connection step in the ADO.NET Entity Data Model wizard. (A QuickBooks connection is shown.)
   
8. Select the tables and views you need. In this example, Account is imported. Also, the option to pluralize object names is deselected in this example. Click Finish to create the .edmx file.👁 Tables to be imported into the .edmx file. (QuickBooks is shown.)
   
9. Build your project to complete this step.

Scaffold the Controller and Views

Once you've established the model and completed the project build, you can employ ASP.NET Scaffolding wizards to generate both the controller and the views.

1. In Solution Explorer, right-click the controllers folder and click Add -> Controller. Select MVC 5 Controller with views, using Entity Framework.
2. In the Add Controller dialog that is then displayed, select the following options:
   • Model class: Select a table you imported; for example, Account.
   • Data context class: Select your context class.
3. Leave the default values for the other fields. 👁 Creating a new controller from an existing entity data model in the Add Controller dialog in MVC 5. (QuickBooks is shown.)
   

You can now access the list of Account records at http://MySite/Account. Next to each record are links to edit, delete, and see more information. You can also create new Account records. With every state change the site picks up any data changes. 👁 The live table. (QuickBooks is shown.)