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URL: https://www.cdata.com/kb/tech/salesforce-jdbc-weblogic.rst

โ‡ฑ Connect to Salesforce from a Connection Pool in WebLogic


Connect to Salesforce from a Connection Pool in WebLogic

๐Ÿ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData JDBC Driver for Salesforce to connect to Salesforce data from Web applications running on WebLogic.

The CData JDBC Driver for Salesforce enables you to follow standard procedures to integrate Salesforce data into Java Web applications. This article shows how to deploy the CData JDBC Driver for Salesforce in WebLogic Server.

About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


Deploy the JDBC Driver in WebLogic Server

To deploy the driver, add the driver JAR to your classpath. The .lic file must be located in the same folder as the JAR. These files are located in the lib subfolder of the installation directory.

If you want to add the driver to all domains, prepend the path to the JAR to the WEBLOGIC_CLASSPATH environment variable in WL_HOME\common\bin\commEnv.cmd/sh. This script is located in WL_HOME\common\bin\. For example:

set WEBLOGIC_CLASSPATH=your-installation-directory\lib\cdata.jdbc.salesforce.jar;%WEBLOGIC_CLASSPATH%

In WebLogic 12.2.1 if you want to add the driver to a specific domain, you can simply place the driver JAR and .lic file into DOMAIN_HOME\lib; for example, ORACLE_HOME\user_projects\domains\MY_DOMAIN\lib. These files will be added to the server classpath at startup.

Earlier versions require that you manually add the driver to the classpath: Prepend the following to the PRE_CLASSPATH environment variable in setDomainEnv.cmd/sh. This script is located in the bin subfolder of the folder for that domain.

set PRE_CLASSPATH=your-installation-directory\lib\cdata.jdbc.salesforce.jar;%PRE_CLASSPATH%

After making these changes, restart the server.

Create a JDBC Data Source for Salesforce

After deploying the driver, log into the WebLogic Administration Console and create the connection.

  1. In the Domain Structure tree, click Services -> Data Sources -> New -> Generic Data Source.
  2. On the JDBC Data Source Properties page, enter the following information:
    • Name: Enter a user-friendly name; for example, salesforcejdbc.
    • JNDI Name: Enter the path the JDBC data source will be bound to; for example, jdbc/Salesforce.
    • Database Type: Select Other.

    ๐Ÿ‘ A user-friendly name and the path to bind to. (Salesforce is shown.)
  3. Click Next to use the default options. On the last page, enter the following information and click Test Configuration:

    • Driver Class Name: Enter the driver class, cdata.jdbc.salesforce.SalesforceDriver.
    • URL: Enter the JDBC URL. A typical JDBC URL is below:

      jdbc:salesforce:InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

      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.

      ๐Ÿ‘ Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
    • Database User Name: Enter the username, if not specified in the JDBC URL.
    • Password: Enter the password, if not specified in the JDBC URL.
    ๐Ÿ‘ Driver connection properties. (Salesforce is shown.)

After selecting the server where you want to deploy the JDBC data source, you can now connect to Salesforce data.

๐Ÿ‘ The data source deployed on the target server and enabled for connection pooling. (Salesforce is shown.)

More WebLogic Integration

The steps above show how configure the driver in a simple connection pooling scenario. For more use cases and information, see the JDBC sections in the WebLogic Data Sources chapter of the Oracle Fusion Middleware documentation.

Ready to get started?

Download a free trial of the Salesforce Driver to get started:

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Salesforce JDBC Driver

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