Access Salesforce Data from MySQL in PHP

You can use the CData SQL Gateway and ODBC Driver for Salesforce to access Salesforce data from MySQL clients, without needing to perform an ETL or cache data. Follow the steps below to connect to Salesforce data in real time through PHP's standard MySQL interfaces, mysqli and PDO_MySQL.

Getting Started

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Connect to Salesforce Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. 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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Salesforce data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

👁 Creating a MySQL Remoting Service in SQL Gateway (Salesforce is shown)

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual MySQL database:

• Host: Specify the remote host location where the service is running. In this case "localhost" is used for the remote host setting since the service is running on the local machine.
• Username: Specify the username for a user you authorized on the SQL Gateway's Users tab.
• Password: Specify the password for the authorized user account.
• Database Name: Specify the system DSN as the database name.
• Port: Specify the port the service is running on; port 3306 in this example.

mysqli

<?php
$mysqli = new mysqli("localhost", "user", "password", "CData Salesforce Sys","3306");
?>

PDO

<?php
$pdo = new PDO('mysql:host=localhost;dbname=CData Salesforce Sys;port=3306', 'user', 'password');
?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

1. Query the table; for example, Account. The results will be stored as an associative array in the $result object.
2. Iterate over each row and column, printing the values to display in the PHP page.
3. Close the connection.

mysqli

$result = $mysqli->query("SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name");
while($row = $result->fetch_assoc()) {
 foreach ($row as $k=>$v) {
 echo "$k : $v";
 echo "<br>"; 
 }
}
$mysqli->close();

PDO

$result = $pdo->query("SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
 foreach ($row as $k=>$v) {
 echo "$k : $v";
 echo "<br>"; 
 }
}
$result = null;
$pdo = null;