Access Live Salesforce Data in TIBCO Data Virtualization

TIBCO Data Virtualization (TDV) is an enterprise data virtualization solution that orchestrates access to multiple and varied data sources. When paired with the Salesforce Tibco DV Adapter, you get federated access to live Salesforce data directly within TIBCO Data Virtualization. This article explains how to deploy an adapter and create a new data source based on Salesforce.

With built-in optimized data processing, the CData TIBCO DV Adapter offers unmatched performance for interacting with live Salesforce data. When you issue complex SQL queries to Salesforce, the adapter pushes supported SQL operations, like filters and aggregations, directly to Salesforce. Its built-in dynamic metadata querying allows you to work with and analyze Salesforce data using native data types.

Getting Started

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Deploy the Salesforce TIBCO DV Adapter

1. In a console, navigate to the bin folder in the TDV Server installation directory. If there is a current version of the adapter installed, you will need to undeploy it.

   .\server_util.bat -server localhost -user admin -password ******** -undeploy -version 1 -name Salesforce
   

2. Extract the CData TIBCO DV Adapter to a local folder and deploy the JAR file (tdv.salesforce.jar) to the server from the extract location.

   .\server_util.bat -server localhost -user admin -password ******** -deploy -package /PATH/TO/tdv.salesforce.jar
   

You may need to restart the server to ensure the new JAR file is loaded properly, which can be accomplished by running the composite.bat script located at: C:\Program Files\TIBCO\TDV Server <version>\bin. Note that reauthenticating to the TDV Studio is required after restarting the server.

Sample Restart Call

.\composite.bat monitor restart

Authenticate with Salesforce Using OAuth

Since Salesforce authenticates using the OAuth protocol and TDV Studio does not support browser-based authentication internally, you will need to create and run a simple Java application to retrieve the OAuth tokens. Once retrieved, the tokens are used to connect to Salesforce directly from the adapter.

Create the Java Application

1. Create a new Java file with preferred name for example GenOAuthSettings.java. This Java file leverages the SalesforceOAuth class contained within the TDV Adapter JAR to initiate a test connection and perform the required OAuth authentication flow
2. Copy and insert the following code into the .java file:

public class GenOAuthSettings {
 public static void main(String[] args) {
 try {
 	 if (args.length != 2) {
 			throw new Exception("Input must have two arguments: 'data source', 'connection string'");
 		}
 
 		String source = args[0].replace(" ", "").toLowerCase();
 		String connectionString = args[1];
 		String prefix;
 
 		if (source.equals("salesforce")) {
 			prefix = "jdbc:salesforce:";
 
 			com.cdata.cis.salesforce.SalesforceOAuth oauth = new com.cdata.cis.salesforce.SalesforceOAuth();
 
 			if (!connectionString.startsWith(prefix)) connectionString = prefix + connectionString;
 			oauth.generateOAuthSettingsFile(connectionString);
 		}
 		// More sources can be added below using the same format. You must add the import statement and ensure the jar file resides in the classpath
			// else if (source.equals("googlebigquery") || source.equals("bigquery")) {
			// prefix = "jdbc:googlebigquery:";
			//
			// com.cdata.cis.googlebigquery.GoogleBigQueryOAuth oauth = new com.cdata.cis.googlebigquery.GoogleBigQueryOAuth();
			//
			// if (!connectionString.startsWith(prefix)) connectionString = prefix + connectionString;
			// oauth.generateOAuthSettingsFile(connectionString);
			// }
 		else {
				throw new Exception("Data Source not supported. Available Data Sources: Salesforce");
			}
			
			System.out.println("Test Connection Successful!");
		} catch (Exception e) {
			e.printStackTrace();
		}
	}
}

3. Place the .java file in the same directory as the tdv.salesforce.jar file. This is required to prevent classpath resolution errors during compilation and execution

Build and run the Java Application

1. Open Console and navigate to the directory containing the .java file and adapter jar
2. Compile the Java file using the following command:

javac -cp .;tdv.salesforce.jar GenOAuthSettings.java

3. Execute the application using one of the following commands:

java -cp .;tdv.salesforce.jar GenOAuthSettings "Salesforce" "connection string"

This command initiates the OAuth authentication flow and generates the OAuth settings file at the location specified in the OAuthSettingsLocation parameter. Once you deploy the adapter and authenticate, you can create a new data source for Salesforce in TDV Studio.

Create a Salesforce Data Source in TDV Studio

With the Salesforce Tibco DV Adapter, you can easily create a data source for Salesforce and introspect the data source to add resources to TDV.

Create the Data Source

1. Right-click on the folder you wish to add the data source to and select New -> New Data Source
2. Scroll until you find the adapter (e.g. Salesforce) and click Next
3. Name the data source (e.g. CData Salesforce Source)
4. Fill in the required connection properties

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.

NOTE: Ensure that the OAuthSettingsLocation property in the DV Adapter is set to the same file path used during the OAuth authentication process. Additionally, set the InitiateOAuth property to REFRESH so that the adapter can automatically handle OAuth access-token refreshes in the background without requiring any user action.

👁 Filling in Connection Information (Salesforce is shown.)

5. Click Create & Close.

Introspect the Data Source

Once the data source is created, you can introspect the data source by right-clicking and selecting Open. In the dashboard, click Add/Remove Resources and select the Tables, Views, and Stored Procedures to include as part of the data source. Click Next and Finish to add the selected Salesforce tables, views, and stored procedures as resources.

After creating and introspecting the data source, you are ready to work with Salesforce data in TIBCO Data Virtualization just like you would any other relational data source. You can create views, query using SQL, publish the data source, and more.