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Connect to Salesforce Data from PowerBuilder
This article demonstrates how to access Salesforce data from PowerBuilder using the Salesforce JDBC Driver.
The CData JDBC driver for Salesforce is a standards-based control that can be used from any platform or development technology that supports JDBC, including PowerBuilder. This article shows how to use the CData JDBC Driver for Salesforce in PowerBuilder.
This article shows how to create a basic PowerBuilder application that uses the CData JDBC Driver for Salesforce to perform reads and writes.
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
Connect to Salesforce Data from PowerBuilder
Follow the steps below to use the Database Painter tool to create a database profile based on an JDBC URL for Salesforce. You can use a database profile to save connection properties. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.
Add the driver JAR to the PowerBuilder classpath. Set the CLASSPATH system environment variable to the path to the driver JAR, located in the lib subfolder of the installation directory.
Note: If you are using PowerBuilder Classic, you can also add the path to the driver JAR by clicking Tools -> System Options -> Java.
- Click Tools -> Database Painter.
- Right-click the JDBC node and click New Profile.
- In the Database Profile Setup dialog, enter the following:
- Profile Name: Enter a user-friendly name for the profile.
- Driver Name: Enter the class name of the driver, cdata.jdbc.salesforce.SalesforceDriver
- URL: Enter the JDBC URL.
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.jarFill 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;
![]( "The JDBC data source defined in the Database Profile Setup dialog. (Salesforce is shown.)")
- To view and modify a table, right-click a table and then click Edit Data -> Grid.
Using Salesforce Data with PowerBuilder Controls
You can use standard PowerBuilder objects to connect to JDBC data sources and execute queries. The following example shows how to retrieve Salesforce data into a DataWindow. You can add the following code to the open method:
SQLCA.DBMS = "JDBC"
SQLCA.AutoCommit = False
SQLCA.DBParm = "Driver='cdata.jdbc.salesforce.SalesforceDriver',URL='jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;";
CONNECT USING SQLCA;
dw_account.SetTransObject(SQLCA);
dw_account.Retrieve();
Ready to get started?
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Salesforce JDBC Driver
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