Easysoft Blog

Tue, 9 Aug 2016

Connecting RazorSQL to Salesforce.com

RazorSQL from Richardson Software is an administration tool that lets you query, edit, browse and manage databases.

RazorSQL is free, DBMS independent and cross-platform: running on Windows, OS X, Linux, and UNIX (Solaris) machines. RazorSQL includes the following features:

RazorSQL can connect to databases by using either JDBC or ODBC.

The Salesforce.com ODBC Driver enables you to work with Salesforce.com data in RazorSQL.

The Salesforce.com ODBC Driver is available to download from the Easysoft web site:

  1. Download the Windows Salesforce.com ODBC Driver. (Registration required.)
  2. Install and license the Salesforce.com ODBC Driver on the machine where RazorSQL is installed.

    For installation instructions, see the Salesforce.com ODBC Driver documentation.

Before you can use the Salesforce.com ODBC Driver to connect RazorSQL to Salesforce.com, you need to configure an ODBC data source. An ODBC data source stores the connection details for the target database (e.g. Salesforce.com) and the ODBC driver that is required to connect to it (e.g. the Salesforce.com ODBC driver).

If you are using the 64-bit version of RazorSQL, configure a data source in the 64-bit ODBC Administrator, which is located in the Windows Control Panel.

If you are using the 32-bit version of RazorSQL configure a data source in the 32-bit ODBC Administrator (%WINDIR%\SysWOW64\odbcad32.exe).

To create a Salesforce.com ODBC Driver data source:

  1. Do one of the following:
    • To create a User data source, in the User DSN tab, choose Add.

      –Or–

    • To create a System data source, choose the System DSN tab, and then choose Add.
  2. In the Create New Data Source dialog box, choose Easysoft ODBC-Salesforce Driver, and then choose Finish.
  3. Complete the Easysoft ODBC-Salesforce Driver DSN Setup dialog box:
    SettingValue
    DSNSalesforce.com
    User NameThe name of your Salesforce.com user. For example, myuser@mydomain.com.
    PasswordThe password for your Salesforce.com user.
    TokenThe security token for your Salesforce.com user, if required.

    To find out whether you need to supply a security token, choose the Test button. If the connection attempt fails with an error which contains LOGIN_MUST_USE_SECURITY_TOKEN, you need to supply one.

    Salesforce.com emails the security token to the email address associated with your Salesforce.com user account. If you have not received a security token, you can regenerate it. Salesforce.com will then email the new security token to you. To regenerate your security token, log in to Salesforce.com and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Click Reset Security Token in the Reset Security Token page. When you receive the token in your email client, copy it and then paste it into the Token field.

  4. Use the Test button to verify that you can successfully connect to Salesforce.com.

Follow these steps to analyse some Salesforce.com data in RazorSQL.

  1. In RazorSQL, choose Connections > Add Connection Profile.

    The Connection Wizard starts.

  2. In the Connection Profiles list, choose Other. Choose Continue.
  3. In the Connection Type pane, choose ODBC.
  4. In the Profile Name box, enter "Salesforce".
  5. Chose your Salesforce.com ODBC data source from the Datasource Name list.
  6. Choose Connect.
  7. In the Salesforce pane, expand the tree until you expose the list of tables.
  8. Right-click the Account table. From the pop-up menu, choose View Contents.