How to connect to Salesforce Data 360 Data with Squirrel SQL client

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Salesforce Data 360 data and execute queries in the Squirrel SQL Client.

The CData JDBC Driver for Salesforce Data 360 enables you to execute queries to Salesforce Data 360 data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for Salesforce Data 360 data and execute queries.

Add the JDBC Driver for Salesforce Data 360

Follow the steps below to add the driver JAR.

  1. In Squirrel SQL, click Windows -> View Drivers.
  2. Click the plus icon to open the Add Driver wizard.
  3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for Salesforce Data 360.
  4. In the Example URL box, enter jdbc:salesforcedatacloud:
  5. In the Extra Class Path tab, click Add.
  6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
  7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver.
The definition for the JDBC data source. (Salesforce is shown.)

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

  1. Click Windows -> View Aliases.
  2. In the pane that lists the aliases, click the plus icon.
  3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

    • Name: Enter a name for the alias; for example, CData Salesforce Data 360 Source.
    • Driver: Select the CData JDBC Driver for Salesforce Data 360.
    • URL: Enter jdbc:salesforcedatacloud:
    The alias definition, containing the connection parameters. (Salesforce is shown.)
  4. If you want to define any additional properties, click Properties.
  5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
  6. In the Specify column, select the checkboxes for the required connection properties.

    Salesforce Data 360 supports authentication via the OAuth standard.

    OAuth

    Set AuthScheme to OAuth.

    Desktop Applications

    CData provides an embedded OAuth application that simplifies authentication at the desktop.

    You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data 360 console. For further information, see Creating a Custom OAuth App in the Help documentation.

    Before you connect, set these properties:

    • InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
    • OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

    When you connect, the driver opens Salesforce Data 360's OAuth endpoint in your default browser. Log in and grant permissions to the application.

    The driver then completes the OAuth process as follows:

    • Extracts the access token from the callback URL.
    • Obtains a new access token when the old one expires.
    • Saves OAuth values in OAuthSettingsLocation so that they persist across connections.
    • For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

      Below is a typical connection string:

      
      jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH;
      
      Connection properties automatically detected by Squirrel SQL. (Salesforce is shown.)
  7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query Salesforce Data 360 Data

After the metadata has loaded, a new tab for the Salesforce Data 360 data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

Column metadata for a table. (Salesforce is shown.)

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

Tables can be edited on the Content tab. (Salesforce is shown.)

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:


SELECT [Account ID], [Account Name] FROM Account WHERE EmployeeCount > 250
A query and the results. (Salesforce is shown.)

Ready to get started?

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

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