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Bidirectional Access to Salesforce Data from FileMaker Pro for Mac – FileMaker Today


The CData JDBC Driver for Salesforce implements both the JDBC and MySQL standards to effect maximum interoperability with third-party tools. On Filemaker Pro for Mac, use the MySQL Remoting feature of the JDBC driver to connect to Salesforce APIs. In this article, you will configure the connection to Salesforce and set up the driver’s MySQL daemon. You can then connect to Salesforce data as a MySQL database in Filemaker Pro for Mac.


Connect to Salesforce Through MySQL


Follow the steps below to enable the MySQL Remoting feature:


  1. Open Terminal and change to the lib subfolder in the installation folder.


    $ cd "/Applications/CData/CData JDBC Driver for Salesforce 2015/lib"


  2. Start the MySQL daemon by specifying the connection string. Below is a typical connection string:


    $ java -jar cdata.jdbc.salesforce.jar -c "User=username;Password=password;SecurityToken=Your_Security_Token;"


    The connection string can also be specified in a config file: See the help documentation for more information about the available connection properties and remoting.


Create the DSN


After connecting successfully to Salesforce and starting the MySQL daemon, create an ODBC data source for the daemon. When working with ODBC data sources, you specify connection properties in a DSN (data source name). If the Filemaker DB is served by Filemaker Server, you only need to create a DSN on the server. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.


  1. Download the Actual Technologies ODBC Driver. To determine which version to install, refer to the FileMaker Pro KB article.

  2. Download the ODBC Administrator Tool.

  3. Click Applications -> Utilities -> ODBC Administrator.

  4. On the System DSN tab, click Add and select Actual Open Source Databases.

  5. Provide the following information to complete the wizard:


    • Name: Enter the DSN.

    • Server: Enter 127.0.0.1 or the address of the machine where the MySQL daemon is running.

    • Port: Enter the port that the daemon is listening on. For example, 3306.

    • Database: Enter the name of a database specified in the config file for the daemon. For example, Salesforce.


  6. Click Test Connection and enter your credentials in the dialog.


Interact with Salesforce Data in Real Time


You can use the CData JDBC driver for Salesforce with the Actual Technologies ODBC Driver to work with Salesforce tables in the same way as any other table as your FileMaker database. You can use relationships to work with Salesforce alongside your other data sources — when you use the ExecuteSQL function to query Salesforce tables, the JDBC driver executes a query to the external Salesforce data. After you add a table to the relationships graph, FileMaker adds a layout with that table name to the Layout menu and lists the table in the Tables tab.


  1. Click File -> Manage -> Database.

  2. In the Tables/Relationships section, click Add a Table.

  3. In the Data Source menu, select the data source you created in the previous section.



Import Salesforce Data


You can use CData MySQL Remoting with MySQL Connector ODBC to execute ad hoc queries to Salesforce data. These queries can be used to import Salesforce data with the SQL Query Builder wizard detailed below:


  1. In a new database, click File -> Import Records -> ODBC Data Source, and select the CData Salesforce DSN.


  2. In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. To select all records from a table, enter the query below:



    You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.




  3. In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table (“CData Salesforce Source”) from the Target box, and click Import.


Aggregate and Summarize


Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:


  1. Sort: Right-click the Name column and then click Sort Ascending.

  2. Group: Right-click the Industry column and then click Add Trailing Group by Industry to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.

  3. Summarize: Right-click a column that has been grouped, and then select a summary from the Trailing Subtotals menu.


The screenshot below displays the number of records in the group, as well as a running count.



Add a Chart to a Report


Follow the procedure below to create a simple bar chart that shows the total AnnualRevenue for each Name.


  1. Right-click AnnualRevenue and click “Chart by AnnualRevenue”. If you have already grouped on a column in the Table view, Name, for example, you can select the option to chart AnnualRevenue by Name.

  2. In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.


Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create the chart shown below.


  1. Select a summary for the y-axis in the Summary menu.

  2. Customize the chart in the Axis Options section: Enable the option to ‘Show data points on chart’ or specify the label angle.



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