Query Salesforce Data in ColdFusion

The CData JDBC driver for Salesforce seamlessly integrates connectivity to Salesforce data with the rapid development tools in ColdFusion. This article shows how to connect to Salesforce data in ColdFusion and query Salesforce tables.

Getting Started

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Create a JDBC Data Source for Salesforce in ColdFusion

The JDBC data source enables you to execute SQL from standard ColdFusion tags like cfquery and CFScript like executeQuery.

1. Copy the driver JAR and .lic file from the installation directory onto the ColdFusion classpath. For example, copy the files into C:\MyColdFusionDirectory\cfusion\wwwroot\WEB-INF\lib. Or, open the Java and JVM page in the ColdFusion Administrator and enter the path to the files in the ColdFusion Class Path box.

   The JAR and license for the driver are located in the lib subfolder of the installation directory.

   Restart the server after this step.

2. Add the driver as a data source:

   From the ColdFusion administrator interface, expand the Data & Services node and click Data Sources. In the Add New Data Source section, enter a name for the data source and select Other in the Driver menu.

   👁 Adding a JDBC data source to ColdFusion. (Salesforce is shown.)
   

3. Populate the driver properties:

   • JDBC URL: Enter connection properties in the JDBC URL. The JDBC URL begins with jdbc:salesforce: and is followed by the connection properties in a semicolon-separated list of name=value pairs.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.salesforce.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     A typical JDBC URL is below:

     jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

   • Driver Class: Enter the driver class. The driver class is cdata.jdbc.salesforce.SalesforceDriver.
   • Driver Name: Enter a user-defined name for the driver.
   • Username: Enter the username used to authenticate.
   • Password: Enter the password used to authenticate.

You can now test the connection by enabling the CData Salesforce data source in the Actions column. After reporting a status of OK, the Salesforce data source is ready for use.

Execute Queries

The cfquery tag can pass SQL statements to Salesforce, including INSERT, UPDATE, and DELETE.. Use the cfqueryparam tag to create parameterized queries and prevent SQL injection through the query string.

Note: To use the cfquery and cfscript, create a .cfm file. Inside the .cfm file, write the code to execute the query (see below). Place the file directly in the root directory of your web server (e.g., wwwroot in Adobe ColdFusion). Restart the service after placing the file for the changes to take effect.

<cfquery name="SalesforceQuery" dataSource="CDataSalesforce">
 SELECT * FROM Account WHERE Name = <cfqueryparam value="#Name#" cfsqltype="cf_sql_varchar">
</cfquery>
<cfdump var="#SalesforceQuery#">

Below is the equivalent in CFScript:

<cfscript>
result = queryExecute(
 "SELECT * FROM Account WHERE Name = ?", 
 [
 { value="GenePoint", cfsqltype="cf_sql_varchar" }
 ],
 { datasource="CDataSalesforce" }
);

writeDump( var= result );
</cfscript> 

You can then make requests to your .cfm like the following:

http://MyServer:8500/query.cfm?Name=GenePoint