Query Salesforce Data Cloud Data in DataGrip

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Salesforce Data Cloud, DataGrip can work with live Salesforce Data Cloud data. This article shows how to establish a connection to Salesforce Data Cloud data in DataGrip.

Create a New Driver Definition for Salesforce Data Cloud

The steps below describe how to create a new Data Source in DataGrip for Salesforce Data Cloud.

1. In DataGrip, click File -> New > Project and name the project 👁 Creating a new DataGrip project.
   
2. In the Database Explorer, click the plus icon () and select Driver. 👁 Adding a new Driver.
   
3. In the Driver tab:
   • Set Name to a user-friendly name (e.g. "CData Salesforce Data Cloud Driver")
   • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.salesforcedatacloud.jar).
   • Set Class to cdata.jdbc.salesforcedatacloud.SalesforceDataCloud.jar
4. Click "Apply" then "OK" to save the Connection 👁 A configured Driver (Salesforce is shown).
   

Configure a Connection to Salesforce Data Cloud

1. Once the connection is saved, click the plus (), then "Data Source" then "CData Salesforce Data Cloud Driver" to create a new Salesforce Data Cloud Data Source.
2. In the new window, configure the connection to Salesforce Data Cloud with a JDBC URL.

   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.

   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.

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

     jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;

   • Click "Apply" and "OK" to save the connection string 👁 A configured Data Source (Salesforce is shown).
     

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Salesforce Data Cloud

To browse through the Salesforce Data Cloud entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

To execute queries, right click on any table and select "New" -> "Query Console."

In the Console, write the SQL query you wish to execute. For example:

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

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Data Cloud and start working with your live Salesforce Data Cloud data in DataGrip. Reach out to our Support Team if you have any questions.