Connect to Salesforce Data in DBeaver

The CData ODBC Driver for Salesforce enables access to live data from Salesforce under the ODBC standard, allowing you work with Salesforce data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to manage Salesforce data with visual tools in DBeaver like the query browser.

The CData ODBC drivers offer unmatched performance for interacting with live Salesforce data in DBeaver due to optimized data processing built into the driver. When you issue complex SQL queries from DBeaver 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can manage and analyze Salesforce data.

Getting Started

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Connect to Salesforce

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Finally, set the "Map To WVarchar connection property to False in the DSN Configuration window for the driver. This configuration will allow string types to be mapped to SQL_VARCHAR and prevent SQL_WVARCHAR types from being displayed as NULL.

Connecting to the Salesforce ODBC Data Source in DBeaver

1. Open the DBeaver application and in the Database menu, select the New Database Connection option. 👁 Creating a new Database Connection
   
2. In the 'Connect to a database' window, select ODBC and click Next. 👁 Creating a new Database Connection
   
3. In the Database/Schema field, enter the DSN name (CData Salesforce Source by default). It will be automatically added to the JDBC URL as well.
4. Click the Test Connection button. You should receive a 'Connected' message after DBeaver has detected the DSN, along with details about the driver if the connection is successful. 👁 Successfully tested connection
   

Query Salesforce Data

You can now query information from the tables exposed by the data source connection. You can expand the database structure in order to view all the tables. You can retrieve the table's data by right-clicking on a table name and selecting View data. The data will then be available in the Data tab.

Free Trial & More Information

At this point, you have connected to live Salesforce data from DBeaver. For more information, visit the CData ODBC Driver page. Download a free, 30-day trial and start working live Salesforce data DBeaver today.