Connect to Salesforce Data in DigitalSuite Studio through RunMyProcess DSEC

The CData JDBC Driver for Salesforce implements JDBC Standards and enables a applications ranging from BI to IDE to connect with Salesforce. In this article, we describe how to connect to Salesforce data from Arkobi Digital RunMyProcess's DSEC and connect to Salesforce in RunMyProcess.

Getting Started

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Setting up EnterpriseConnect Agent

Configure the EnterpriseConnect Agent following the EnterpriseConnect page in the RunMyProcess documentation.

Setting up JDBC Adapter

The JDBC Adapter section describes the steps to connect to RDBMS through JDBC. Follow the steps and open the JDBC.config file.

1. Create a JSON entry for the CData JDBC Driver for Salesforce, e.g.

   Salesforce = {
    "sqlDriver" : "...",
    "sqlSource" : "...",
    "sqlDriverPath" : "..."
   }
   

2. Set the "sqlDriver" field to the Class name for the CData JDBC Driver, e.g.
   cdata.jdbc.salesforce.SalesforceDriver
3. Set the "sqlSource" field to a JDBC URL for connecting to Salesforce, e.g.
   jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

   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.

   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.)
   
4. Set the "sqlDriverPath" field to the name of the CData JDBC Driver JAR file, e.g.
   cdata.jdbc.salesforce.jar

Sample JDBC.config File

#DBAgent Configuration
Salesforce = {"sqlDriver" : "cdata.jdbc.salesforce.SalesforceDriver", "sqlSource" = "jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode","sqlDriverPath" = "cdata.jdbc.salesforce.jar" }

Put the JDBC driver JAR file (cdata.jdbc.salesforce.jar) into the same directory as unified-adapter-[version].jar.

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Note: Make sure to put the CData license file (cdata.jdbc.salesforce.lic) into the same directory. Since the license is generated based on the unique identifier of the machine where the product in installed, you will need an offline activation if you want to put the file on another machine.

Starting DigitalSuite EnterpriseConnect Agent

In Windows, start RunMyProcess DigitalSuite EnterpriseConnect Agent in Windows services. To start the application through command line, see Starting the EnterpriseConnect Agent in the RunMyProcess documents.

Starting the JDBC Adapter

Start the JDBC Adapter from runAdapter.bat. Once the Adapter is running, you can access the application through the agent address (e.g. 127.0.0.1:8080). Below is an example executing the command in Windows.

... > java -Djava.util.logging.config.file=./log.properties -cp lib/* org.runmyprocess.sec2.AdapterHandler :
2021-06-09 14:37:58|INFO|correlationId=|Searching for config file...
2021-06-09 14:37:58|INFO|correlationId=|Adapter Handler started with [JDBC] configuration
2021-06-09 14:37:59|INFO|correlationId=|agent address: 127.0.0.1:8080
2021-06-09 14:38:00.251:INFO::ConnectionThread: Logging initialized @1820ms to org.eclipse.jetty.util.log.StdErrLog
2021-06-09 14:38:00|INFO|correlationId=|onConnect() websocket connection between Agent and Adapter established

Once the DigitalSuite EnterpriseConnect Agent and JDBC Adapter are running, access http://localhost:(specified-port-number)/ through your browser to open the page shown below.

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Check the availability of the JDBC Adapter using tools such as Postman or cURL. Here, we use Postman to send the HTTP POST request.

Configure the RequestHeader as follows:

Content-Type application/json

Configure the RequestBody as follows:

{
	"protocol":"JDBC",
	"data":{
		"DBType":"Salesforce",
		"sqlUsername":"",
		"sqlPassword":"",
		"sqlStatement":"SELECT * FROM Account"
	}
}

If the JDBC.config file contains credential information, sqlUsername and sqlPassword can be left empty. If you are not sure of the table name, you can retrieve the list of tables using the request SELECT * FROM sys_tables

The request is successful if the Status is 200 and the Body contains Salesforce data in JSON format.

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Connect to Salesforce through DSEC Agent in DigitalSuite Studio

Create a DigitalSuite Studio project and then create a Provider in the project.

• URL: The URL for accessing JDBC Agent (e.g. http:localhost:8080/)
• Authentication Scheme: Login/password
• Login: The value from agent.user in the application.properties file
• Password: agent.password in the application.properties file
• Secured: Checked
• Use DigitalSuite EnterpriseConnect: Checked
• With domain: The value from agent.domain in application.properties file

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Next, create a Connector in the Provider.

• Connector URL: Leave this empty
• Architecture: REST/XML-RPC
• Method: POST
• Result format: JSON
• Accept media type: application/json
• Character set: Automatic
• Content: Same as the Request body used in the JDBC Adapter
• Content type: application/json

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The JSON data we used as the Request body in JDBC Adapter:

{
	"protocol":"JDBC",
	"data":{
		"DBType":"Salesforce",
		"sqlUsername":"",
		"sqlPassword":"",
		"sqlStatement":"SELECT * FROM Account"
	}
}

Open Launch Test to perform the test. The test is successful if Salesforce data is shown in Result on the right pane.

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Now you can use Salesforce data in RunMyProcess DigitalSuite Studio through DSEC.

For the detailed information on supported SQL commands, refer to the SQL Compliance section in our help documentation. For information on tables, refer to the Data Model section.