Rapidly Develop Salesforce Data Cloud-Driven Apps with Active Query Builder

Write standard .NET to expose Salesforce Data Cloud data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Salesforce Data Cloud enables standards-based access to Salesforce Data Cloud. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Salesforce Data Cloud as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Use SQL to Interact with Salesforce Data Cloud

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms. 👁 Opening Active Query Builder.
   
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..." 👁 Adding a new Connection.
   
4. Set your desired Connection Name (e.g. CData Salesforce Data Cloud), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown. 👁 Selecting a previously configured DSN (Amazon Athena is shown).
   
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK." 👁 A newly added Connection (Amazon Athena is shown).
   
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.

👁 Building queries interactively with Active Query Builder.