Connect to Salesloft Data in Aqua Data Studio

The CData JDBC Driver for Salesloft integrates Salesloft data with wizards and analytics in IDEs like Aqua Data Studio. This article shows how to connect to Salesloft data through the connection manager and execute queries.

Create a JDBC Data Source

You can use the connection manager to define connection properties and save them in a new JDBC data source. The Salesloft data source can then be accessed from Aqua Data Studio tools.

1. In Aqua Data Studio, select Register Server from the Servers menu.
2. In the Register Server form, select the 'Generic - JDBC' connection.
3. Enter the following JDBC connection properties:
   • Name: Enter a name for the data source; for example, Salesloft.
   • Driver Location: Click the Browse button and select the cdata.jdbc.salesloft.jar file, located in the lib subfolder of the installation directory.
   • Driver: Enter the Driver's class name, cdata.jdbc.salesloft.SalesLoftDriver.

   • URL: Enter the JDBC URL, which starts with jdbc:salesloft: and is followed by a semicolon-separated list of connection properties.

     SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

     Using OAuth

     For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

     Using APIKey

     Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Salesloft JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.salesloft.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     A typical JDBC URL is below:

     jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH;

   👁 The JDBC data source, defined by the JAR path, driver class, and JDBC URL. (QuickBooks is shown.)
   

Query Salesloft Data

You can now query the tables exposed.