Import Real-Time Salesforce Data via JDBC in ColdFusion to Build Applications

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST.

When ColdFusion is paired with the CData JDBC Driver for Salesforce, you can link your ColdFusion web and mobile applications to operational Salesforce data. This allows for your applications to be more robust and complete. This article details how to use the JDBC driver to create a table populated with Salesforce data from within a ColdFusion markup file.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Salesforce data. When you issue complex SQL queries to Salesforce, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce data using native data types.

Getting Started

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Configuring the Connection to Salesforce

You will need a JDBC connection string to establish a connection between Coldfusion and Salesforce.

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

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

Adding a Data Source and Creating a Table

After configuring the connection, follow the steps below to add the CData JDBC Driver to ColdFusion's lib directory, add a new data source, test the connection, create a ColdFusion markup file, and, finally, make a real-time connection with Salesforce data and display it in a table written in the ColdFusion Markup Language, or CFML:

1. Copy the JDBC Driver for Salesforce and lic file from "C:\Program Files\CData[product_name]\lib" to "C:\ColdFusion2021\cfusion\wwwroot\WEB-INF\lib".

    cdata.jdbc.salesforce.jar
    cdata.jdbc.salesforce.lic
    

   Note: If you do not copy the .lic file with the jar, you will see a licensing error that indicates you do not have a valid license installed. This is true for both the trial and full versions.

2. From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
   
3. Here, we can "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our JDBC driver, choose "other", then click the "Add" button. 👁 Adding Data Source Name
   
4. Next, populate the driver properties.
   • JDBC URL will need to be in the format: jdbc:salesforce:|connectionString|.
   • A typical connection string looks like this:

     jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

   • The Driver Class is: cdata.jdbc.salesforce.SalesforceDriver
   • The Driver Name is arbitrary and simply used to recognize the data source in the ColdFusion administration console.
   👁 Populating driver properties
   
5. Now, test the connection by clicking the check mark to the left of the CDataSalesforceJDBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection
   
6. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

   The following code queries the data source:

    
    <cfquery name="SalesforceQuery" dataSource="CDataSalesforceJDBC"> 
    SELECT * FROM Account 
    </cfquery> 
    

   And a CFTable can be used to quickly output the table in HTML:

    
    <cftable 
    query = "SalesforceQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
   
    <cfcol header="<b>Industry</b>" align="Left" width=2 text="Industry"/> 
   
    <cfcol header="<b>AnnualRevenue</b>" align="Left" width=15 text="AnnualRevenue"/> 
   
    ...
   
    </cftable> 
    

   Full code, including the HTML portion is available below:

    
    <html> 
    <head><title>CData Software | Salesforce Account Table Demo </title></head> 
    <body> 
    <cfoutput>#ucase("Salesforce Account Table Demo")#</cfoutput> 
    <cfquery name="SalesforceQuery" dataSource="CDataSalesforceJDBC"> 
   
    SELECT * FROM Account 
   
    </cfquery> 
    <cftable 
    query = "SalesforceQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
    <cfcol header="<b>Industry</b>" align="Left" width=2 text="Industry"/> 
   
    <cfcol header="<b>AnnualRevenue</b>" align="Left" width=15 text="AnnualRevenue"/> 
   
    ...
   
    </cftable> 
    </body> 
   
    </html> 
    

7. Finally, run the code locally in a browser at the default port of 8500. It produces a table populated with Salesforce data! 👁 Running the code
   

As a note, the CData JDBC Drivers also support parameterized queries using the cfqueryparam element. For example:

SELECT * FROM Account WHERE name = 

Get Started Today

Download a free, 30-day trial of the CData JDBC Driver for Salesforce and start building Salesforce-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.