Connect to Salesforce Data Cloud Data from PowerBuilder via JDBC

The CData JDBC driver for Salesforce Data Cloud is a standards-based control that can be used from any platform or development technology that supports JDBC, including PowerBuilder. This article shows how to use the CData JDBC Driver for Salesforce Data Cloud in PowerBuilder.

This article shows how to create a basic PowerBuilder application that uses the CData JDBC Driver for Salesforce Data Cloud to retrieve data.

Connect to Salesforce Data Cloud Data from PowerBuilder

Follow the steps below to use the Database Painter tool to create a database profile based on an JDBC URL for Salesforce Data Cloud. You can use a database profile to save connection properties. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.

1. Add the driver JAR to the PowerBuilder classpath. Set the CLASSPATH system environment variable to the path to the driver JAR, located in the lib subfolder of the installation directory.

   Note: If you are using PowerBuilder Classic, you can also add the path to the driver JAR by clicking Tools -> System Options -> Java.

2. Click Tools -> Database Painter.
3. Right-click the JDBC node and click New Profile.
4. In the Database Profile Setup dialog, enter the following:
   • Profile Name: Enter a user-friendly name for the profile.
   • Driver Name: Enter the class name of the driver, cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver
   • URL: 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. A typical JDBC URL is below:

     jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;

   👁 The JDBC data source defined in the Database Profile Setup dialog. (Salesforce is shown.)
   
5. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Salesforce Data Cloud Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to JDBC data sources and execute queries. The following example shows how to retrieve Salesforce Data Cloud data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "JDBC"
SQLCA.AutoCommit = False
SQLCA.DBParm = "Driver='cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver',URL='jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;";
CONNECT USING SQLCA;
dw_account.SetTransObject(SQLCA);
dw_account.Retrieve();