Connect to Salesforce Data Cloud Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Salesforce Data Cloud, HULFT Integrate can work with live Salesforce Data Cloud data. This article explains how to connect to Salesforce Data Cloud and move the data into a CSV file.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Salesforce Data Cloud data. When you issue complex SQL queries to Salesforce Data Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data Cloud and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce Data Cloud data using native data types.

Enable Access to Salesforce Data Cloud

To enable access to Salesforce Data Cloud data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.salesforcedatacloud.jar (and cdata.jdbc.salesforcedatacloud.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Salesforce Data Cloud Data

Once you copy the JAR files, you can create a project with access to Salesforce Data Cloud data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next 👁 Creating a new project.
   
4. Name the script (e.g.: SalesforceDataCloudtoCSV)

Once you create the project, add components to the script to copy Salesforce Data Cloud data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Salesforce Data Cloud. Set the following properties:
   • Name: Salesforce Data Cloud Connection Settings
   • Driver class name: cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver
   • URL: jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;
     
     👁 JDBC connection settings (Salesforce is shown).
     

     Built-in Connection String Designer

     For assistance 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.)
     
   • Write your SQL statement. For example:

     SELECT [Account ID], [Account Name] FROM Account

   • Click "Extraction test" to ensure the connection and query are configured properly
   • Click "Execute SQL statement and set output schema"
   • Click "Finish" 👁 Configuring the Execute Select SQL operation
     

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. Account.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Salesforce Data Cloud Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Salesforce Data Cloud data into a CSV file.

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 HULFT Integrate. Reach out to our Support Team if you have any questions.