Connect to Salesforce Data Cloud Data in DBArtisan

The CData ODBC Driver for Salesforce Data Cloud seamlessly integrates Salesforce Data Cloud data into database management tools like DBArtisan by enabling you to access Salesforce Data Cloud data as a database. This article shows how to create an data source for Salesforce Data Cloud in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Salesforce Data Cloud Data into DBArtisan Projects

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.

You can then follow the steps below to register Salesforce Data Cloud data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic ODBC.
3. Enter a name for the data source and select the DSN. 👁 The DSN of the data source to be registered. (Salesforce is shown.)
   
4. Finish the wizard to connect to Salesforce Data Cloud data. Salesforce Data Cloud entities are displayed in the Datasource Explorer. 👁 The Datasource Explorer. (Salesforce is shown.)
   

You can now work with Salesforce Data Cloud data as you work with any other database. See the driver help documentation for more information on the queries supported by the Salesforce Data Cloud API.

👁 The results of a query. (Salesforce is shown.)