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 Reliersoft. Setup details for using the Reliersoft 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.
Important Note: As of Sept 2019, Salesforce has shifted to TLSv1.2 which is only supported by the Oct 2019 release of the Reliersoft driver (older Reliersoft drivers cannot connect).
Setting up a Connection to Salesforce with the Reliersoft JDBC Driver
Connecting to Salesforce with the Reliersoft 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 Reliersoft 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).
- 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 Reliersoft driver, you'll need the following information:
Driver Class: com.reliersoft.sforce.jdbc.Driver
Connection URL: jdbc:sforce://<salesforce-server>?token=<salesforce-api-token>
Note that you'll need to provide the Salesforce URL with the proper values for the server, the API token, and the user credentials. When you've entered your information, the Connection Wizard will look similar to this:
If you have a Test Query for Salesforce, you should enter it in order to verify that your Connection parameters are correct. It should be a standard query that returns a small amount of information - one row/one column is enough.
- 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.