Connect to Salesforce Data Cloud Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Salesforce Data Cloud enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce Data Cloud as sources. In this article, you will use the JDBC Driver for Salesforce Data Cloud to set up a simple transfer into a flat file. The CData JDBC Driver for Salesforce Data Cloud enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce Data Cloud as sources. In this article, you will use the JDBC Driver for Salesforce Data Cloud to set up a simple transfer into a flat file.

Connect to Salesforce Data Cloud as a JDBC Data Source

1. Create the connection to Salesforce Data Cloud data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.salesforcedatacloud.jar file.
3. Enter the JDBC URL.

   Salesforce Data Cloud supports authentication via the OAuth standard.

   OAuth

   Set to OAuth.

   Desktop Applications

   CData provides an embedded OAuth application that simplifies authentication at the desktop.

   You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

   Before you connect, set these properties:

   • : GETANDREFRESH. You can use to avoid repeating the OAuth exchange and manually setting the .
   • (custom applications only): The Client ID assigned when you registered your custom OAuth application.
   • (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

   When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

   The driver then completes the OAuth process as follows:

   • Extracts the access token from the callback URL.
   • Obtains a new access token when the old one expires.
   • Saves OAuth values in so that they persist across connections.

   For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Data Cloud JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.salesforcedatacloud.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   A typical JDBC URL is below:

   jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;

Query Salesforce Data Cloud Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Salesforce Data Cloud JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT [Account ID], [Account Name] FROM Account WHERE EmployeeCount > 250

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Account table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.