Connect to Salesforce Data in Aqua Data Studio


Access Salesforce data from tools in Aqua Data Studio such as the Visual Query Builder and the Table Data Editor.

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

About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


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 Salesforce 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, Salesforce.
    • Driver Location: Click the Browse button and select the cdata.jdbc.salesforce.jar file, located in the lib subfolder of the installation directory.
    • Driver: Enter the Driver's class name, cdata.jdbc.salesforce.SalesforceDriver.

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

      There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

      If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

      SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

      Built-in Connection String Designer

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

      java -jar cdata.jdbc.salesforce.jar

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

      A typical JDBC URL is below:

      jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;

Query Salesforce Data

You can now query the tables exposed.

Ready to get started?

Download a free trial of the Salesforce Driver to get started:

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