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Try them now for free →A PostgreSQL Interface for Salesforce Data
Use the Remoting features of the Salesforce ODBC Driver to create a PostgreSQL entry-point for data access.
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 the remoting features of our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.
To access Salesforce data as a PostgreSQL database, use the Remoting feature of the CData JDBC Driver for Salesforce and the MySQL foreign data wrapper (FDW) from EnterpriseDB. In this article, we install the FDW and query Salesforce data from PostgreSQL Server.
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
Configure the Connection to Salesforce
Follow the steps below to configure the driver's MySQL daemon to use the credentials and other connection properties needed to connect to Salesforce. The MySQL daemon exposes Salesforce data as a MySQL database named CDataSalesforce. Add connection properties to the databases section of the configuration file for the daemon. The configuration file for the daemon is located in the lib subfolder of the installation directory for the driver.
Below is a typical connection string:
[databases]
salesforce = "User=username;Password=password;SecurityToken=Your_Security_Token;"
Additionally, create a user in the users section.
You can find all of the configuration options for the MySQL daemon in the help documentation.
Start the Remoting Service
Follow the steps below to enable the MySQL Remoting feature of the CData JDBC Driver for Salesforce.
The driver creates a default configuration suitable for testing: Simply start the service to connect to Salesforce data.
- Start the MySQL Remoting Service with the following command:
java -jar cdata.jdbc.salesforce.jar -f cdata.jdbc.salesforce.remoting.ini
Build and Install the MySQL Foreign Data Wrapper
The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL.
If pgxn is available for your operating system, you can install with the following:
pgxn install mysql_fdw USE_PGXS=1
Otherwise, follow the steps below to build it yourself:
- Install the MySQL C client library and obtain the source for the EnterpriseDB FDW for MySQL; from GitHub, for example.
- Build the FDW. Add the pg_config and mysql_config executables to your PATH:
env PATH=/usr/local/pgsql/bin:/usr/local/mysql/bin:$PATH make USE_PGXS=1
-
Install the FDW:
make USE_PGXS=1 install
To complete the installation, you will need to load the libmysqlclient library into the environment; for example by adding it to the path.
Query Salesforce Data as a PostgreSQL Database
After you have installed the extension, follow the steps below to start executing queries to Salesforce data:
- Log into your database.
-
Load the extension for the database:
postgres=#CREATE EXTENSION mysql_fdw;
-
Create a server object for Salesforce data:
postgres=# CREATE SERVER Salesforce FOREIGN DATA WRAPPER mysql_fdw OPTIONS (host '127.0.0.1', port '3309');
-
Create a user mapping for the username and password of a user known to the MySQL daemon.
postgres=# CREATE USER MAPPING for postgres SERVER Salesforce OPTIONS (username 'admin', password 'test');
-
Create the local schema:
postgres=# CREATE SCHEMA Salesforce_db;
-
Import all the tables in the Salesforce database you defined in the daemon configuration file:
postgres=# IMPORT FOREIGN SCHEMA "Salesforce" FROM SERVER Salesforce INTO Salesforce_db;
You can now execute read/write commands to Salesforce:
postgres=# SELECT * FROM Salesforce_db."account";