Salesforce
Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps businesses manage sales, service, marketing, and customer interactions. It offers a wide range of tools for automation, analytics, and app development to improve efficiency and customer engagement.
Prerequisites
The following prerequisites must be met for a user to create and test a successful connection.
- Salesforce must be accessible from the iceDQ server.
- Valid credentials to access Salesforce.
- Salesforce JDBC version 23 or above.
Provide the OAuth Scopes in the Salesforce Connected App:
Ensure that Use APIs to manage user data and handle requests at any time (refresh_token, offline_access) is enabled when setting up the connected app in Salesforce for OAuth authentication.
Authentication Mechanism
The following authentication mechanism is supported.
- OAuth Connected App
Connection Properties
Use the following properties to create a valid connection. Properties marked with an asterisk (*) are required.
| Name | Description | Example Values |
|---|---|---|
| Connection Name * | Name that uniquely identifies the connection. | Prod_customer_conn |
| Driver * | Driver used to establish the connection. One driver is available by default. | Salesforce Custom JDBC |
| Callback URL * | The redirect endpoint used during OAuth authentication. | https://app.icedq.net/api/v1/oauth/callback |
| Use Sandbox | Select to connect to the Salesforce Sandbox account. | true or false |
| Type * | The connection type – either System Connection or User Connection. Refer Connections for more details. | System |
| Client ID * | The client ID issued by the authorization server. | 0a18762-789b-4cde-9abc-12345ef67890 |
| Secret ID * | The secret key associated with the client ID. | u8w3D~xYtP-5k9LMn.7abc123xyz456 |
To connect to a Salesforce sandbox account, set Use Sandbox to true and append the sandbox name to the end of the username.
For example, if username is "john", and sandbox name in Salesforce is "dev", the specified User should appear as "john.dev".
Custom Properties
The following optional connection properties can be configured based on user requirements.
| Property | Default Value | Possible Values | Description |
|---|---|---|---|
| FirewallPort | 0 | Any integer value | Specifies the port number for the firewall server. |
| FirewallServer | (empty) | Any string value | Specifies the hostname or IP address of the firewall server. |
| FirewallType | NONE | NONE, HTTP, SOCKS4, SOCKS5 | Defines the type of firewall to be used. |
| LoginURL | (empty) | Any valid URL | URL used for login requests when required. |
| ProxyAuthScheme | BASIC | BASIC, DIGEST, NTLM, NONE | Specifies the authentication scheme used for the proxy connection. |
| ProxyAutoDetect | false | true, false | Determines whether the driver automatically detects proxy settings. |
| ProxyPassword | (empty) | Any string value | Password required to authenticate with the proxy server. |
| ProxyPort | 80 | Any integer value | Port number where the proxy server listens for requests. |
| ProxyServer | (empty) | Any string value | Hostname or IP address of the proxy server. |
| ProxyUser | (empty) | Any string value | Username required to authenticate with the proxy server. |
| QueryPassthrough | false | true, false | Determines whether queries are passed directly to the underlying database. |
| Timeout | 60 | Any integer value (seconds) | Maximum time, in seconds, the driver waits for a server response. |
Supported Datatypes
The following datatypes are supported.
- BOOL
- DATE
- FLOAT
- STRING
- DATETIME
- TIME