Salesforce is a prominent Client Relationship Management tool. QuerySurge requires a JDBC driver to connect to Salesforce, as do other tools, and the need for a JDBC compliant driver has been filled by several different commercial drivers. One commercial driver that QuerySurge users have used to connect is available from CData. Setup details for using the CData JDBC driver to connect to QuerySurge follow.
Note: RTTS, the vendor of QuerySurge, does not have distribution rights for this driver, and has no relationship with the driver vendor. If you download a driver, your license for the driver is with the driver vendor and not with RTTS. Support for this driver is not provided by RTTS.
Setting up a Connection to Salesforce with the CData JDBC Driver
Connecting to Salesforce with the CData JDBC driver is done using the Connection Extensibility feature of the QuerySurge Connection Wizard. What follows are the details you'll need to set up your QuerySurge Connection to Salesforce with this driver.
- Download the CData driver. The download is available here.
- Deploy the Salesforce JDBC driver to your Agent(s). The procedure for deploying a new driver to a QuerySurge Agent is here (for Agents on Windows) and here (for Agents on Linux).
Note: CData requires that you run their driver installer in order for their JDBC driver to function properly, so the CData installer will have to run on every Agent box that you expect to use the driver on. However, once the driver is installed (regardless of where it is installed), you can copy the driver file(s) to the standard QuerySurge Agent jdbc folder, per the directions in the links above.
- Log into QuerySurge as a QuerySurge Admin user, and navigate to the Admin view. Steps for using the Connection Extensibility feature can be found here. To use the Connection Extensibility option in the Connection Wizard with the CData driver, you'll need the following information:
Note that you'll need to provide the Salesforce URL with the proper values for the server, the user, the password and the API token. When you've entered your information, the Connection Wizard will look similar to this:
If you have a Test Query for Salesforce, feel free to enter it to help verify that your Connection parameters are correct. It should be a standard query that returns a small amount of information - one row is enough.
Note: If you need debug information on your URL, you can set a log with a verbosity level by modifying your URL as follows (additions in bold):
These additional settings dump logging information to the specified file when you attempt a connection. Once any connection issues are resolved, it is advisable to remove them from the URL, to avoid generating the logs.
Note: You may need to specify additional driver properties for your Salesforce Connection, such as a Single Sign On URL. To do this, you can just add the additional driver setting to the Connection URL, as shown in the example below (additions in bold):
You may add any additional driver properties that may be necessary using this format. A full list of available properties for the CData JDBC Driver for Salesforce can be found in the CData documentation.
- If you entered a Test Query, you can use the Test Connection button to test whether your Connection is set up properly:
Once your driver is set up, you should be able to write SQL queries against your Salesforce data in QuerySurge.