Connecting RazorSQL to Salesforce

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, macOS, Linux, and UNIX (Solaris) machines. RazorSQL includes the following features:

• Visual tools for creating and modifying database objects.
• Tools for importing and exporting data in various file formats.
• Search tools for navigating database objects and data.
• Tools for building SQL queries and generating SQL and DDL.
• A SQL formatting tool.
• SQL history tracking.
• A SQL favourites tool for storing frequently used SQL statements.

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

The Salesforce ODBC driver enables you to work with Salesforce data for in RazorSQL.

The Salesforce ODBC driver is available to download from the Easysoft web site:

1. Download the Windows Salesforce ODBC driver.
2. Install and license the Salesforce ODBC driver on the machine where RazorSQL is installed.

   For installation instructions, refer to the Salesforce ODBC driver documentation.

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

If you are using the 64-bit version of RazorSQL, configure a data source in the 64-bit ODBC Data Source 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 Data Source Administrator (%WINDIR%\SysWOW64\odbcad32.exe).

To create a Salesforce 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 DSN Setup dialog box:

   Setting	Value
   DSN	Salesforce
   User Name	The name of your Salesforce user. For example, myuser@mydomain.com.
   Password	The password for your Salesforce user.
   Token	The security token for your Salesforce 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 emails the security token to the email address associated with your Salesforce user account. If you have not received a security token, you can regenerate it. Salesforce will then email the new security token to you. To regenerate your security token, log in to Salesforce and then choose Setup from the user menu. Search for "security token" in the Quick Find box. Choose 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.

Follow these steps to analyse some Salesforce 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. Choose your Salesforce 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.