Build a PostgreSQL Interface for Salesloft Data using the CData JDBC Driver

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access Salesloft data as a PostgreSQL database, use the CData JDBC Driver for Salesloft and a JDBC foreign data wrapper (FDW). In this article, we compile the FDW, install it, and query Salesloft data from PostgreSQL Server.

Connect to Salesloft Data as a JDBC Data Source

To connect to Salesloft as a JDBC data source, you will need the following:

• Driver JAR path: The JAR is located in the lib subfolder of the installation directory.

• Driver class:

  cdata.jdbc.salesloft.SalesLoftDriver
  

• JDBC URL: The URL must start with "jdbc:salesloft:" and can include any of the connection properties in name-value pairs separated with semicolons. 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;
  

Build the JDBC Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The jdbc2_fdw extension is used as an example (downloadable here).

1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so. For example:

   ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
   

2. Start the build:

   make install USE_PGXS=1
   

Query Salesloft Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to Salesloft data:

1. Log into your database.
2. Load the extension for the database:

   CREATE EXTENSION jdbc2_fdw;
   

3. Create a server object for Salesloft:

   CREATE SERVER SalesLoft 
   FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS (
   drivername 'cdata.jdbc.salesloft.SalesLoftDriver',
   url 'jdbc:salesloft:AuthScheme=OAuth;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackUrl=http://localhost:33333;InitiateOAuth=GETANDREFRESH;',
   querytimeout '15',
   jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.salesloft.jar'); 
   

4. Create a user mapping for the username and password of a user known to the MySQL daemon.

   CREATE USER MAPPING for postgres SERVER SalesLoft OPTIONS (
   username 'admin', 
   password 'test');
   

5. Create a foreign table in your local database:

   postgres=# CREATE FOREIGN TABLE accounts (
   accounts_id text,
   accounts_Id text,
   accounts_Name numeric) 
   SERVER SalesLoft OPTIONS (
   table_name 'accounts');
   

You can now execute read/write commands to Salesloft:

postgres=# SELECT * FROM accounts;