Connect to Salesforce Data from PowerBuilder via ODBC

The CData ODBC Driver for Salesforce can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Salesforce data and execute queries from the Database Painter and controls such as the DataWindow.

Getting Started

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Connect to Salesforce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Profile for the ODBC Driver for Salesforce

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Salesforce. In the Database Painter, you can use wizards and the UI to work with Salesforce data.

1. In PowerBuilder, click Tools -> Database Painter.
2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
3. On the Connection tab, enter a name for the profile and select the Salesforce DSN in the Data Source menu. 👁 The ODBC DSN, required to create the Database Profile. (Salesforce is shown.)
   
4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Salesforce Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Salesforce data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC"
SQLCA.DBParm = "ConnectString='DSN=CData Salesforce Source'"
CONNECT USING SQLCA;
dw_account.SetTransObject(SQLCA);
dw_account.Retrieve();