Build a Simple VCL Application for Salesforce Data

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 retrieve and update Salesforce data. This article will walk through connecting to Salesforce and creating a simple VCL application with the Form Designer.

Getting Started

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Create a Connection to Salesforce Data

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.

You can then follow the steps below to use the Data Explorer to create a FireDAC connection to Salesforce data.

1. In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
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.

Create VCL Applications with Connectivity to Salesforce Data

Follow the procedure below to start executing queries to Salesforce data from a simple VCL application that displays the results of a query in a grid.

1. Drop a TFDConnection component onto the form and set the following properties:

   • ConnectionDefName: Select the FireDAC connection to Salesforce data.
   • Connected: Select True from the menu and, in the dialog that appears, enter your credentials.

2. Drop a TFDQuery component onto the form and set the properties below:

   • Connection: Set this property to the TFDConnection component, if this component is not already specified.

   • SQL: Click the button in the SQL property and enter a query. For example:

     SELECT Contact.Name, SUM(Account.AnnualRevenue) FROM Contact, Account GROUP BY Contact.Name
     

   • Active: Set this property to true.

3. Drop a TDataSource component onto the form and set the following property:

   • DataSet: In the menu for this property, select the name of the TFDQuery component.

4. Drop a TDBGrid control onto the form and set the following property:

   • DataSource: Select the name of the TDataSource.
5. Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.

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
• Viewing Salesforce Data in RAD Studio Data Explorer