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How do I connect DB2 to Salesforce?

Use the Salesforce ODBC driver with the IBM InfoSphere Federation Server to connect DB2 to Salesforce. You can then work with Salesforce data by using DB2 conformant SQL.

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 DB2 is installed.

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

Before you can use the Salesforce ODBC driver to connect DB2 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's required to connect to it (in this case, the Salesforce ODBC driver).

You can configure a user ODBC data source, which is only available to the user who creates it, or a system ODBC data source, which is available to all users on the machine. You configure ODBC data sources in ODBC Data Source Administrator, which is included with Windows.

There are two versions of ODBC Data Source Administrator. The version of ODBC Data Source Administrator that you need to run depends on whether you have a 32-bit or a 64-bit version of DB2. To find out, run the db2level command.

If you have the 64-bit version of DB2, you need to run the 64-bit version of ODBC Data Source Administrator. To do this, in the Windows Run dialog box, enter:

%windir%\system32\odbcad32.exe

If you have the 32-bit version of DB2, you need to run the 32-bit version of ODBC Data Source Administrator. To do this, in the Windows Run dialog box, enter:

%windir%\syswow64\odbcad32.exe

Use ODBC Data Source Administrator to create your Salesforce ODBC driver data source:

  1. 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.

You can now connect DB2 to Salesforce.

Connect DB2 to Salesforce by using a Federated Server

  1. Connect to your DB2 database.
  2. If necessary, enable federated support within DB2: 
    db2 "UPDATE DBM CFG USING FEDERATED YES"

    You normally need to restart your DB2 instance before this change comes in to effect.

  3. Register an ODBC wrapper: 
    db2 CREATE WRAPPER odbc
  4. Register an ODBC server: 
    db2 CREATE SERVER compounds_workbook WRAPPER odbc 
    OPTIONS (NODE 'my_salesforce_dsn')

    Replace my_salesforce_dsn with the name of your Salesforce ODBC data source.

  5. Map your DB2 user to a Salesforce user: 
    db2 "CREATE USER MAPPING FOR db2inst1 SERVER odbc  OPTIONS ( ADD REMOTE_AUTHID 'my_salesforce_user@my_domain.com',  
ADD  REMOTE_PASSWORD 'my_salesforce_password')"

    In the example, if you connect to DB2 with the auth id db2inst1 all connections to Salesforce will be made as the user my_salesforce_user@my_domain.com.

  6. Create a nickname for each Salesforce object that you want to access. For example: 
    CREATE NICKNAME salesforce_account FOR odbc."DBO"."Account"
  7. Use the nickname in your DB2 SQL statements to work with your Salesforce data: 
    select * from salesforce_account