Salesforce Integration Guides and Tutorials

Jerod Johnson
Director, Technology Evangelism

A list of guides and tutorials for connecting to and working with live Salesforce data.

CData Software's connectivity tools enable users to connect directly to live Salesforce data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Salesforce data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Artificial Intelligence - agents, chatbots, and workflows (Claude, ChatGPT, n8n, crewAI, etc.)
Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Artificial Intelligence

Product	Technology	Article Title
Azure AI Foundry	Connect AI	Use Azure AI Foundry to Talk to Your Salesforce Data
Boomi AgentStudio	Connect AI	Integrating Boomi AgentStudio with Salesforce Data
ChatGPT	Connect AI	Connect Salesforce Data to ChatGPT
Claude Desktop	MCP Server	How to Query Live Salesforce Data in Claude Desktop
Claude Code	Connect AI	How to Query Live Salesforce in Claude Code
Claude.ai	Connect AI	Use Claude.ai to Talk to Your Salesforce Data
Cline (VS Code)	MCP Server	How to Access Live Salesforce Data in Visual Studio Code via Cline
crewAI	Connect AI	How to Connect to Live Salesforce Data from crewAI Agents
Cursor	Connect AI	Integrate Cursor with Live Salesforce Data
Databricks Agent Bricks	Connect AI	Use Databricks Agent Bricks to Talk to Salesforce Data
Dataiku	Connect AI	Integrating Dataiku with Salesforce Data
Flowise	Connect AI	How to Connect Flowise AI Agents to Live Salesforce Data
Gemini (CLI)	Connect AI	How to Connect to Live Salesforce Data from Gemini CLI
Gemini Enterprise	Connect AI	How to Connect to Live Salesforce Data from Gemini Enterprise
Google ADK	Connect AI	How to Connect to Live Salesforce Data from Google ADK Agents
Google Vertex AI	Connect AI	Integrate Google Vertex AI Agents with Live Salesforce Data
Gumloop	Connect AI	Integrating Gumloop with Salesforce Data
IBM watsonx Orchestrate	Connect AI	Build AI Agents with Salesforce Data in IBM watsonx Orchestrate
Langchain	Connect AI	Integrating LangChain with Salesforce Data
LangGraph	Connect AI	Integrating LangGraph with Salesforce Data
Mastra	Connect AI	Connecting Mastra with Salesforce Data
Mistral (Le Chat)	Connect AI	Connect Salesforce Data to Mistral
MS Copilot Studio	Connect AI	Connect Salesforce Data to Microsoft Copilot Studio
n8n	Connect AI	Build Salesforce-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)	Connect AI	How to Connect to Live Salesforce Data from OpenAI Python Applications
Python MCP Server	Python	Connect Salesforce to AI Assistants With the CData Python MCP Server
Relevance AI	Connect AI	Build Agents in Relevance AI with Access to Live Salesforce Data
Sourcegraph Amp	Connect AI	How to Connect to Live Salesforce Data from Sourcegraph Amp

Business Intelligence & Analytics

Product	Technology	Article Title
Alteryx Designer	ODBC	Prepare, Blend, and Analyze Salesforce in Alteryx Designer (ODBC)
Alteryx Designer	Connect AI	Work with Live Salesforce Data in Alteryx Designer (Connect AI)
Amazon QuickSight	Connect AI	Build Interactive Dashboards from Salesforce Data in Amazon QuickSight
Amazon SageMaker	Connect AI	Integrate Live Salesforce data into Amazon SageMaker Canvas
Aqua Data Studio	JDBC	Connect to Salesforce in Aqua Data Studio
AWS Databricks	JDBC	Process & Analyze Salesforce Data in Databricks (AWS)
Azure Analysis Services	Connect AI	Model Salesforce Data Using Azure Analysis Services
Birst	JDBC	Build Visualizations of Salesforce in Birst
BIRT	JDBC	Design BIRT Reports on Salesforce
Clear Analytics	ODBC	Build Charts with Salesforce in Clear Analytics
Cognos Analytics (On-Prem)	Connect AI	Analyze Salesforce Data in Cognos Analytics
DBxtra	ODBC	Build Dashboards with Salesforce in DBxtra
Domo	ODBC	Create Datasets from Salesforce in Domo Workbench
Dundas BI	ODBC	Build Dashboards with Salesforce in Dundas BI
FineReport	JDBC	Feed Salesforce into FineReport
Gecokboard	Connect AI	Create Dashboards and Visualize Live Salesforce Data in Geckoboard
Google Sheets	Connect Spreadsheets	Access Live Salesforce Data in Google Sheets
Grafana	Connect AI	Create Salesforce-Connected Dashboards in Grafana
IBM Cognos BI	ODBC	Create Data Visualizations in Cognos BI with Salesforce
Infragistics Reveal	Connect AI	Analyze Salesforce Data in Infragistics Reval
JasperServer	JDBC	Create Salesforce Reports on JasperReports Server
Jaspersoft BI Suite	JDBC	Connect to Salesforce in Jaspersoft Studio
JReport Designer	JDBC	Integrate with Salesforce in JReport Designer
Klipfolio	Connect AI	Create Salesforce-Connected Visualizations in Klipfolio
KNIME	JDBC	Enable the Salesforce JDBC Driver in KNIME
LINQPad	ADO.NET	Working with Salesforce in LINQPad
Looker	Connect AI	Analyze Salesforce Data in Looker
Looker Studio	Connect AI	Create Reports from Salesforce Data in Looker Studio
Metabase	Connect AI	Create Interactive Salesforce-Connected Metabase Dashboards
Microsoft Excel	Connect Spreadsheets	Access Live Salesforce Data in Excel Desktop
Microsoft Excel for the Web	Connect Spreadsheets	Access Live Salesforce Data in Excel for the Web
Microsoft SSAS	ADO.NET	Build an OLAP Cube in SSAS from Salesforce
MicroStrategy	Connect AI	Connect to Live Salesforce Data in MicroStrategy through Connect AI
MicroStrategy	JDBC	Use the CData JDBC Driver for Salesforce in MicroStrategy
Microstrategy Desktop	JDBC	Use the CData JDBC Driver for Salesforce in MicroStrategy Desktop
Microstrategy Web	JDBC	Use the CData JDBC Driver for Salesforce in MicroStrategy Web
Mode Analytics	Connect AI	Create Salesforce-Connected Visualizations in Mode
OBIEE	JDBC	Salesforce Reporting in OBIEE with the Salesforce JDBC Driver
pandas	Python	Use pandas to Visualize Salesforce in Python
Pentaho Report Designer	JDBC	Integrate Salesforce in the Pentaho Report Designer
Power BI Desktop	Power BI	Author Power BI Reports on Real-Time Salesforce
Power BI Service	Connect AI	Visualize Live Salesforce Data in the Power BI Service
Power Pivot	Connect AI	Access Salesforce Data in Microsoft Power Pivot
Power Query	Connect AI	Access Salesforce Data in Microsoft Power Query
Qlik Cloud	Connect AI	Create Apps from Salesforce Data in Qlik Sense Cloud
QlikView	ODBC	Connect to and Query Salesforce in QlikView over ODBC
R	JDBC	Analyze Salesforce in R (JDBC)
R	ODBC	Analyze Salesforce in R (ODBC)
RapidMiner	JDBC	Connect to Salesforce in RapidMiner
Redash	Connect AI	Query, Visualize, and Share live Salesforce Data in Redash
SAP Analytics Cloud	Connect AI	Analyze Salesforce Data in SAP Analytics Cloud
SAP Business Objects	JDBC	Create an SAP BusinessObjects Universe on the CData JDBC Driver for Salesforce
SAP Crystal Reports	JDBC	Publish Reports with Salesforce in Crystal Reports (JDBC)
SAP Crystal Reports	Connect AI	Publish Reports with Salesforce in Crystal Reports (Connect AI)
SAS	ODBC	Use the CData ODBC Driver for Salesforce in SAS for Real-Time Reporting and Analytics
SAS JMP	ODBC	Use the CData ODBC Driver for Salesforce in SAS JMP
SAS Viya	Connect AI	Analyze Live Salesforce Data in SAS Viya
Sisense	JDBC	Visualize Live Salesforce in Sisense
Spago BI	JDBC	Connect to Salesforce in SpagoBI
Tableau	Tableau	Visualize Salesforce in Tableau Desktop
Tableau	Connect AI	Visualize Salesforce in Tableau Desktop (Connect AI)
Tableau Cloud	Connect AI	Build Salesforce Visualizations in Tableau Cloud
Tableau Server	Tableau	Publish Salesforce-Connected Dashboards in Tableau Server
ThoughtSpot	Connect AI	Model, Search, and Visualize Live Salesforce Data in ThoughtSpot
TIBCO Spotfire	ADO.NET	Visualize Salesforce in TIBCO Spotfire through ADO.NET
TIBCO Spotfire Server	JDBC	Operational Reporting on Salesforce from Spotfire Server
Visio	ODBC	Link Visio Shapes to Salesforce
Zoho Analytics	Connect AI	Create Salesforce-Connected Dashboards in Zoho Analytics

ETL & Replication

Product	Technology	Article Title
Airbyte	Connect AI	Connect to Salesforce Data in Airbyte ELT Pipelines
Amazon Redshift	CData Sync	Automated Continuous Salesforce Replication to Amazon Redshift
Amazon S3	CData Sync	Automated Continuous Salesforce Replication to Amazon S3
Apache Airflow	JDBC	Bridge Salesforce Connectivity with Apache Airflow
Apache Camel	JDBC	Integrate with Salesforce using Apache Camel
Apache Cassandra	CData Sync	Automated Continuous Salesforce Replication to Apache Cassandra
Apache Kafka	CData Sync	Automated Continuous Salesforce Replication to Apache Kafka
Apache NiFi	JDBC	Bridge Salesforce Connectivity with Apache NiFi
Apache NiFi Batch Operations	JDBC	Perform Batch Operations with Salesforce Data in Apache NiFi
AWS Glue	Connect AI	Build ETL Jobs with Salesforce Data in AWS Glue Jobs
Azure Data Factory	Connect AI	Import Salesforce Data Using Azure Data Factory
Azure Data Lake	CData Sync	Automated Continuous Salesforce Replication to Azure Data Lake
Azure Synapse	CData Sync	Automated Continuous Salesforce Replication to Azure Synapse
BIML	SSIS	Use Biml to Build SSIS Tasks to Replicate Salesforce to SQL Server
CloverDX	JDBC	Connect to Salesforce in CloverDX (formerly CloverETL)
Couchbase	CData Sync	Automated Continuous Salesforce Replication to Couchbase
CSV	CData Sync	Automated Continuous Salesforce Replication to Local Delimited Files
Databricks	CData Sync	Automated Continuous Salesforce Replication to Databricks
ETL Validator	JDBC	How to Work with Salesforce in ETL Validator
FoxPro	ODBC	Work with Salesforce in FoxPro
Google AlloyDB	CData Sync	Automated Continuous Salesforce Replication to Google AlloyDB
Google BigQuery	CData Sync	Automated Continuous Salesforce Replication to Google BigQuery
Google Cloud SQL	CData Sync	Automated Continuous Salesforce Replication to Google Cloud SQL
Google Data Fusion	JDBC	Build Salesforce-Connected ETL Processes in Google Data Fusion
Google Data Fusion	Connect AI	Build Pipelines with Live Salesforce Data in Google Cloud Data Fusion (CData Connect AI)
HULFT Integrate	JDBC	Connect to Salesforce in HULFT Integrate
IBM DB2	CData Sync	Automated Continuous Salesforce Replication to IBM DB2
Informatica Cloud	JDBC	Integrate Salesforce in Your Informatica Cloud Instance
Informatica PowerCenter	JDBC	Create Informatica Mappings From/To a JDBC Data Source for Salesforce
Jaspersoft ETL	JDBC	Connect to Salesforce in Jaspersoft Studio
Microsoft Access	CData Sync	Automated Continuous Salesforce Replication to Microsoft Access
Microsoft Azure Tables	CData Sync	Automated Continuous Salesforce Replication to Azure SQL
Microsoft Excel	Excel	Transfer Data from Excel to Salesforce
Microsoft Power Automate	Connect AI	Build Salesforce-Connected Automated Tasks with Power Automate (Desktop)
Microsoft OneLake	CData Sync	Automated Continuous Salesforce Replication to Microsoft OneLake (Fabric}
MongoDB	CData Sync	Automated Continuous Salesforce Replication to MongoDB
MySQL	CData Sync	Automated Continuous Salesforce Replication to MySQL
Oracle Data Integrator	JDBC	ETL Salesforce in Oracle Data Integrator
Oracle Database	CData Sync	Automated Continuous Salesforce Replication to Oracle
Pentaho Data Integration	JDBC	Integrate Salesforce in Pentaho Data Integration
petl	Python	Extract, Transform, and Load Salesforce in Python
PostgreSQL	CData Sync	Automated Continuous Salesforce Replication to PostgreSQL
Replicate to MySQL	PowerShell	Replicate Salesforce to MySQL with PowerShell
SAP HANA	CData Sync	Automated Continuous Salesforce Replication to SAP HANA
SingleStore	CData Sync	Automated Continuous Salesforce Replication to SingleStore
SnapLogic	JDBC	Integrate Salesforce with External Services using SnapLogic (JDBC)
SnapLogic	Connect AI	Integration with Salesforce Data in SnapLogic (Connect AI)
Snowflake	CData Sync	Automated Continuous Salesforce Replication to Snowflake
SQL Server	CData Sync	Automated Continuous Salesforce Replication to SQL Server
SQL Server Linked Server	Connect AI	Connect to Salesforce Data as a SQL Server Linked Server
SQLite	CData Sync	Automated Continuous Salesforce Replication to SQLite
Talend	JDBC	Connect to Salesforce and Transfer Data in Talend
UiPath Studio	ODBC	Create an RPA Flow that Connects to Salesforce in UiPath Studio
Vertica	CData Sync	Automated Continuous Salesforce Replication to a Vertica Database
Workato	Connect AI	Build Automated Workflows with Live Salesforce Data in Workato
Zapier	Connect AI	Build Automated Salesforce-Connected Workflows in Zapier

Data Virtualization

Product	Technology	Article Title
Access Linked Tables	ODBC	Update Salesforce with a Microsoft Access Linked Table
APOS Live Data Gateway	JDBC	Build Semantic Layer Views for Salesforce (JDBC)
APOS Live Data Gateway	Connect AI	Build Semantic Layer Views for Salesforce Data (Connect AI)
Denodo	JDBC	Create A Data Source for Salesforce in Denodo Platform
Dremio	JDBC	Connect to Salesforce as an External Source in Dremio
MySQL Federated Tables	ODBC	Connect to Salesforce as Federated Tables in MySQL
Oracle Database	ODBC	Access Salesforce as a Remote Oracle Database
PostgreSQL FDW	JDBC	A PostgreSQL Interface for Salesforce
SQL Server Linked Servers	ODBC	Connect to Salesforce as a Linked Server
SQL Server PolyBase	Connect AI	Connect to Salesforce Data using PolyBase with Connect AI
SQL Server PolyBase	ODBC	Connect to Salesforce as an External Data Source using PolyBase
TIBCO Data Virtualization	TIBCO DV	Access Live Salesforce Data in TIBCO Data Virtualization

Software Development

Product	Technology	Article Title
AWS Lambda	JDBC	Access Live Salesforce Data in AWS Lambda
Axios	Connect AI	Build Salesforce-Connected Web Apps with Axios and CData Connect AI
.NET Charts	ADO.NET	DataBind Charts to Salesforce
.NET QueryBuilder	ODBC	Rapidly Develop Salesforce-Driven Apps with Active Query Builder
Apache Spark	JDBC	Work with Salesforce in Apache Spark Using SQL
AppSheet	Connect AI	Create Salesforce-Connected Business Apps in AppSheet
Bubble.io	Connect AI	Build Salesforce-Connected Apps in Bubble
C++Builder	ODBC	DataBind Controls to Salesforce Data in C++Builder
Choreo	Connect AI	Build Custom Apps on Salesforce Data in Choreo
Claude Code	MCP Server	Build Salesforce-Powered Applications in Claude Code with CData Code Assist MCP
ColdFusion	JDBC	Query Salesforce in ColdFusion Using JDBC
ColdFusion	ODBC	Query Salesforce in ColdFusion Using ODBC
Cursor	MCP Server	Build Salesforce-Powered Applications in Cursor with CData Code Assist MCP
Dash	Python	Use Dash & Python to Build Web Apps on Salesforce
Delphi	ODBC	DataBind Controls to Salesforce Data in Delphi
DevExpress	ADO.NET	DataBind Salesforce to the DevExpress Data Grid
EF - Code First	ADO.NET	Access Salesforce with Entity Framework 6
EF - LINQ	ADO.NET	LINQ to Salesforce
EF - MVC	ADO.NET	Build MVC Applications with Connectivity to Salesforce
Filemaker Pro	ODBC	Bidirectional Access to Salesforce from FileMaker Pro
Filemaker Pro (on Mac)	JDBC	Bidirectional Access to Salesforce from FileMaker Pro (on Mac)
Gemini Code Assist	MCP Server	Build Salesforce-Powered Applications in Gemini Code Assist with CData Code Assist MCP
GitHub Copilot	MCP Server	Build Salesforce-Powered Applications in GitHub Copilot with CData Code Assist MCP
Go	ODBC	Write a Simple Go Application to work with Salesforce on Linux
Google Apps Script	Connect AI	Connect to Salesforce Data in Google Apps Script
Hibernate	JDBC	Object-Relational Mapping (ORM) with Salesforce Entities in Java
IntelliJ	JDBC	Connect to Salesforce in IntelliJ
JBoss	JDBC	Connect to Salesforce from a Connection Pool in JBoss
JDBI	JDBC	Create a Data Access Object for Salesforce using JDBI
JetBrains RubyMine	JDBC	Integrate Salesforce with JetBrains RubyMine
Jitterbit	Connect AI	Integrate with Live Salesforce Data in Jitterbit
JRuby	JDBC	Connect to Salesforce in JRuby
Lazarus IDE	ODBC	Easily Integrate Salesforce Data in Lazarus Pascal IDE
Mendix	Connect AI	Build Salesforce-Connected Apps in Mendix (Connect AI)
Mendix	JDBC	Build Salesforce-Connected Apps in Mendix (JDBC)
Microsoft Power Apps	Connect AI	Integrate Live Salesforce Data into Custom Business Apps Built in Power Apps
NodeJS	Connect AI	Query Salesforce Data in Node.js (via Connect AI)
NodeJS	ODBC	Query Salesforce through ODBC in Node.js
OutSystems	Connect AI	Create Salesforce-Connected Enterprise Applications in OutSystems
Perplexity Desktop	MCP Server	How to Query Live Salesforce Data in Perplexity Desktop
PHP	ODBC	Natively Connect to Salesforce in PHP
PowerBuilder	ADO.NET	Connect to Salesforce from PowerBuilder
PowerShell	PowerShell	Pipe Salesforce to CSV in PowerShell
PyCharm	ODBC	Using the CData ODBC Driver for Salesforce in PyCharm
Python	ODBC	Connect to Salesforce in Python on Linux/UNIX
Retool	Connect AI	Build Salesforce-Connected Apps in Retool
Ruby	ODBC	Connect to Salesforce in Ruby
RunMyProcess	Connect AI	Connect to Salesforce Data in RunMyProcess
RunMyProcess DSEC	JDBC	Connect to Salesforce in DigitalSuite Studio through RunMyProcess DSEC
Servoy	JDBC	Build Salesforce-Connected Apps in Servoy
Spring Boot	JDBC	Access Live Salesforce Data in Spring Boot Apps
SQLAlchemy	Python	Use SQLAlchemy ORMs to Access Salesforce in Python
Tomcat	JDBC	Configure the CData JDBC Driver for Salesforce in a Connection Pool in Tomcat
Unqork	Connect AI	Create Salesforce-Connected Applications in Unqork
VCL App (RAD Studio)	ODBC	Build a Simple VCL Application for Salesforce
WebLogic	JDBC	Connect to Salesforce from a Connection Pool in WebLogic

Data Management

Product	Technology	Article Title
Apache Solr	JDBC	Import Salesforce Data into Apache Solr
Coginiti Pro	JDBC	Access Live Salesforce Data in Coginiti Pro
DataGrip	JDBC	Qeury Salesforce Data in DataGrip
DB Artisan	JDBC	Manage Salesforce in DBArtisan as a JDBC Source
DB Artisan	ODBC	Connect to Salesforce in DBArtisan
DBeaver	JDBC	Connect to Salesforce in DBeaver
DbVisualizer	JDBC	Connect to Salesforce in DBVisualizer
HeidiSQL	Connect AI	Connect to Salesforce Data in HeidiSQL
Informatica Enterprise Data Catalog	JDBC	Add Salesforce to Informatica Enterprise Data Catalog
MySQL Workbench	ODBC	Query Salesforce in MySQL Workbench (ODBC)
QuerySurge	JDBC	Validate Salesforce Data with QuerySurge
RazorSQL	JDBC	Connect to Salesforce in RazorSQL
SQuirreL	JDBC	Connect to Salesforce in Squirrel SQL Client

Workflow Automation

Product	Technology	Article Title
Blue Prism	ODBC	Integrate Live Salesforce Data for Intelligent Robotic Process Automation
Nintex Workflow Cloud	Connect AI	Build Salesforce-Connected Workflows in Nintex
Power Automate	Connect AI	Integrate Salesforce Data into Power Automate Automated Tasks
SSIS Export	SSIS	Export Data from SQL Server to Salesforce through SSIS
SSIS Import	SSIS	Import Salesforce Data into SQL Server using SSIS
SSIS Lookup	SSIS	Insert New or Update Existing Salesforce Records from SQL Server

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Salesforce Connectivity Solutions

URL: https://www.cdata.com/kb/tech/salesforce-article-list.rst