{"id":767,"date":"2026-08-28T20:03:08","date_gmt":"2026-08-28T20:03:08","guid":{"rendered":"https:\/\/www.quadbase.com\/blog\/?p=767"},"modified":"2026-08-28T22:32:23","modified_gmt":"2026-08-28T22:32:23","slug":"how-to-use-salesforce-data-when-creating-reports-with-espressreport-es","status":"publish","type":"post","link":"https:\/\/www.quadbase.com\/blog\/how-to-use-salesforce-data-when-creating-reports-with-espressreport-es\/","title":{"rendered":"How to Use Salesforce Data When Creating Reports with EspressReport ES"},"content":{"rendered":"\n
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In this article, we will explain how to access Salesforce data from EspressReport ES (ERES) by using the CData JDBC Driver for Salesforce. We are using Windows for this example and assume that ERES is installed in C:\\ERES<\/em>. (Please note that the CData JDBC Driver for Salesforce can be deployed in EspressChart, EspressReport, and EspressDashboard in a similar manner.)<\/p>\n\n\n\n

CData provides JDBC drivers for Salesforce and many other cloud services and SaaS applications. By combining the CData JDBC driver with the JDBC connection functionality in ERES, Salesforce objects such as Contacts, Accounts, Leads, and Opportunities can be used as data sources for reports and charts.<\/p>\n\n\n\n

Set Up a Salesforce Developer Edition Account<\/h2>\n\n\n\n

If you do not already have a Salesforce environment for testing, create a free Developer Edition account:<\/p>\n\n\n\n

    \n
  1. Open the Salesforce Developer Edition signup page<\/a>.<\/li>\n\n\n\n
  2. Enter your contact details and email address.<\/li>\n\n\n\n
  3. Enter a unique username. Salesforce usernames use an email-address format, but the username does not have to be the same as your contact email address.<\/li>\n\n\n\n
  4. Click Sign Me Up<\/strong>.<\/li>\n\n\n\n
  5. Open the verification email from Salesforce and verify the account.<\/li>\n\n\n\n
  6. Set the account password and log in to the new Salesforce environment.<\/li>\n<\/ol>\n\n\n\n

    Import Sample Contact Data<\/h2>\n\n\n\n

    The following sample data can be used to create ten Contact records for this example. Save it as salesforce_contacts.csv<\/em>.<\/p>\n\n\n\n

    FirstName,LastName,Email,Phone,Title,Department\nJohn,Doe,john.doe@example.com,555-0101,Manager,Sales\nJane,Smith,jane.smith@example.com,555-0102,Director,Marketing\nMichael,Johnson,michael.johnson@example.com,555-0103,Engineer,IT\nEmily,Williams,emily.williams@example.com,555-0104,Analyst,Finance\nDavid,Brown,david.brown@example.com,555-0105,Consultant,Operations\nSarah,Davis,sarah.davis@example.com,555-0106,Coordinator,HR\nRobert,Miller,robert.miller@example.com,555-0107,VP,Sales\nLaura,Wilson,laura.wilson@example.com,555-0108,Specialist,Marketing\nJames,Moore,james.moore@example.com,555-0109,Developer,IT\nLinda,Taylor,linda.taylor@example.com,555-0110,Accountant,Finance<\/pre><\/div>\n\n\n\n
    To import the file with Salesforce Data Import Wizard:<\/p>\n\n\n\n
      \n
    1. In Salesforce, click the gear icon in the upper-right corner and select Setup<\/strong>.<\/li>\n\n\n\n
    2. Enter Data Import Wizard<\/em> in the Quick Find box and select Data Import Wizard<\/strong>. It can also be found under Platform Tools > Integrations<\/strong>.<\/li>\n\n\n\n
    3. Click Launch Wizard<\/strong>.<\/li>\n\n\n\n
    4. Under Standard Objects, select Accounts and Contacts<\/strong>.<\/li>\n\n\n\n
    5. Select Add new records<\/strong>.<\/li>\n\n\n\n
    6. Select CSV<\/strong>, upload salesforce_contacts.csv<\/em>, and continue to the field-mapping step.<\/li>\n\n\n\n
    7. Confirm that each CSV column is mapped to the corresponding Contact field.<\/li>\n\n\n\n
    8. Review the settings and start the import.<\/li>\n<\/ol>\n\n\n\n
      Salesforce processes the import in the background and sends an email when it is complete. You can also review its status in the Recent Import Jobs section of Data Import Wizard.<\/p>\n\n\n\n
      Because this sample file does not include an Account field, Salesforce creates the records as private Contacts owned by the importing user. This is sufficient for the connection test. For production data, include and map an Account name or Account ID when the Contacts must be shared with other Salesforce users.<\/p>\n\n\n\n
      Install the CData Salesforce JDBC Driver<\/h2>\n\n\n\n
      Download the Windows trial installer from the CData Salesforce JDBC Driver download page<\/a>.<\/p>\n\n\n\n
      Run the installer and complete the setup according to the installation dialogs. With the 2026 Windows driver, the library files are normally installed in C:\\Program Files\\CData\\CData JDBC Driver for Salesforce 2026\\lib<\/em>.<\/p>\n\n\n\n
      The main driver class is cdata.jdbc.salesforce.SalesforceDriver<\/em>.<\/p>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      Create and Test the OAuth Connection<\/h2>\n\n\n\n
      OAuth is the preferred authentication method because it allows Salesforce to authorize the connection without storing a Salesforce password in the ERES data registry.<\/p>\n\n\n\n
      The CData driver includes a connection string builder. Open cdata.jdbc.salesforce.jar<\/em> from the driver’s lib<\/em> directory, or run java -jar “C:\\Program Files\\CData\\CData JDBC Driver for Salesforce 2026\\lib\\cdata.jdbc.salesforce.jar”<\/em> from a command prompt.<\/p>\n\n\n\n
      For a predictable ERES deployment, specify the settings location explicitly during the initial interactive connection: jdbc:cdata:salesforce:AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=C:\\CData\\sf-oauth.txt;<\/em>.<\/p>\n\n\n\n
      Note:<\/strong> For a quick interactive test, OAuthSettingsLocation<\/em> can be omitted by using jdbc:cdata:salesforce:AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;<\/em>. CData then stores the OAuth settings under the current user’s default profile location. Because the Tomcat service may run under a different Windows account, ERES may not be able to find that file. Use the explicit settings location shown above for the ERES deployment.<\/p>\n\n\n\n
      Click Test Connection<\/strong>. The driver opens Salesforce in the default browser. Log in to Salesforce and approve the requested access. After authorization succeeds, the driver creates C:\\CData\\sf-oauth.txt<\/em> and stores the encrypted OAuth values there.<\/p>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      The driver needs read and write access to this file so that it can refresh the OAuth token when necessary. Treat the file as a credential: restrict its permissions, do not place it in a public web directory, and do not commit it to source control.<\/p>\n\n\n\n
      If Salesforce returns an invalid_client<\/em> error, a Salesforce administrator may need to install or authorize the embedded CData Connector<\/strong> application. In Salesforce, click the gear icon and select Setup<\/strong>. Enter OAuth<\/em> in the Quick Find<\/strong> box, and then select Connected Apps OAuth Usage<\/strong><\/a>. Locate CData Connector<\/strong>. If the Action column displays Install<\/strong>, click it and confirm the installation. If the application is blocked, click Unblock<\/strong>. Then repeat the CData connection test.<\/p>\n\n\n\n
      Deploy the JDBC Driver in ERES<\/h2>\n\n\n\n
      Copy the following files from the CData lib<\/em> directory into the ERES library directory:<\/p>\n\n\n\n