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Using the CData ODBC Driver for Salesforce in PyCharm
Connect to Salesforce as an ODBC data source in PyCharm using the CData ODBC Driver for Salesforce.
The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Salesforce from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.
To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Salesforce as well as PyCharm.
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
Add Pyodbc to the Project
Follow the steps below to add the pyodbc module to your project.
- Click File -> Settings to open the project settings window.
- Click Project Interpreter from the Project: YourProjectName menu.
- To add pyodbc, click the + button and enter pyodbc.
- Click Install Package to install pyodbc.
Connect to Salesforce
You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.
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.
Below is the syntax for a DSN:
[CData Salesforce Source]
Driver = CData ODBC Driver for Salesforce
Description = My Description
User = username
Password = password
SecurityToken = Your_Security_Token
Execute SQL to Salesforce
Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.
import pyodbc
cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for Salesforce};User = username;Password = password;SecurityToken = Your_Security_Token;')
cursor = cnxn.cursor()
cursor.execute("SELECT Industry, AnnualRevenue FROM Account WHERE Name = 'GenePoint'")
rows = cursor.fetchall()
for row in rows:
print(row.Industry, row.AnnualRevenue)
After connecting to Salesforce in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Salesforce data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.
Ready to get started?
Download a free trial of the Salesforce ODBC Driver to get started:
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Salesforce ODBC Driver
The Salesforce ODBC Driver is a powerful tool that allows you to connect with live Salesforce account data, directly from any applications that support ODBC connectivity.
Access Salesforce data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.
