Visio Shapes とFinancialForce Data を連携

Visio master shapes での変更を自動的にFinancialForce data に更新。

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for FinancialForce. The driver surfaces FinancialForce data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to FinancialForce data.

Connect to FinancialForce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Connect FinancialForce Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

  1. Open Visio and click File -> New. Open the Brainstorming template.
  2. On the Data tab, click Link Data to Shapes.
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for FinancialForce, select the table you want to import, and finish the wizard. This article uses Account as an example.

Link FinancialForce Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link FinancialForce entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Account as the text of the main topic.
  2. Click Topic.
  3. Select a row in the External Data window and drag it onto the drawing page.
  4. Right-click the Topic shape and click Data -> Edit Data Graphic.
  5. Click New Item.
  6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them.
  7. Drag a few other FinancialForce entities onto the drawing page and add association lines back to the main topic, Account. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Account entities.

You can refresh your diagram from the Data tab, synchronizing your shapes with the external FinancialForce data.

 
 
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