Viewing Salesforce Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Salesforce, you gain access to live Salesforce data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Salesforce data. This article will walk through connecting to Salesforce using the Data Explorer.

Getting Started

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Configure a Connection to Salesforce

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.

Connecting to Salesforce Data Using Data Explorer

You can create a simple application for displaying Salesforce data by utilizing the CData FireDAC Components for Salesforce and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection. 👁 Adding a New Connection. (Salesforce is shown.)
   
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Salesforce. 👁 Setting the Connection Parameters. (Salesforce is shown.)
   
6. Back in the Data Explorer, expand the tables for the connection.

7. Create a new VCL Forms application and drag a table (for example: Account) onto the form.

   👁 Placing the Table on the Form. (Salesforce is shown.)
   
8. Select the AccountTable object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   👁 Visually Binding the Table. (Salesforce is shown.)
   

10. Arrange the TStringGrid on the form and run the application to see the Account data.

    👁 The Table data on a Form. (Salesforce is shown.)
    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Salesforce Data in C++Builder
• DataBind Controls to Salesforce Data in Delphi
• Build a Simple VCL Application for Salesforce Data