Connect to FinancialForce Data in IntelliJ

The CData JDBC Driver for FinancialForce enables you to access FinancialForce as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to FinancialForce data in IntelliJ.

Create a JBDC Data Source for FinancialForce

Follow the steps below to add the driver JAR and define connection properties required to connect to FinancialForce data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.financialforce.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.financialforce.FinancialForceDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:financialforce: and includes connection properties separated with semicolons.

     There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

     Authenticating with a Login and Token

     Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

     To disable the security token:

     1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
     2. Add your IP address to the list of trusted IP addresses.

     To obtain the security token:

     1. Open the personal information page on FinancialForce.com.
     2. Click the link to reset your security token. The token will be emailed to you.
     3. Specify the security token in the SecurityToken connection property or append it to the Password.

     Authenticating with OAuth

     If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

     Connecting to FinancialForce Sandbox Accounts

     Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the FinancialForce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.financialforce.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     

     A typical JDBC URL is the following:

     jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH

Edit and Save FinancialForce Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor. You can also modify records in the Table Editor.