Connect to Salesforce Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Salesforce, HULFT Integrate can work with live Salesforce data. This article explains how to connect to Salesforce and move the data into a CSV 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

---

Enable Access to Salesforce

To enable access to Salesforce data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.salesforce.jar (and cdata.jdbc.salesforce.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Salesforce Data

Once you copy the JAR files, you can create a project with access to Salesforce data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next 👁 Creating a new project.
   
4. Name the script (e.g.: SalesforcetoCSV)

Once you create the project, add components to the script to copy Salesforce data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Salesforce. Set the following properties:
   • Name: Salesforce Connection Settings
   • Driver class name: cdata.jdbc.salesforce.SalesforceDriver
   • URL: jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
     
     👁 JDBC connection settings (Salesforce is shown).
     

     Built-in Connection String Designer

     For assistance 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.

     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.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
2. Write your SQL statement. For example:

   SELECT Industry, AnnualRevenue FROM Account

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish" 👁 Configuring the Execute Select SQL operation
   

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Account.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Salesforce Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Salesforce data into a CSV file.

👁 A completed script.

Download a free, 30-day trial of the CData JDBC Driver for Salesforce and start working with your live Salesforce data in HULFT Integrate. Reach out to our Support Team if you have any questions.