Edit and Search External Wave Financial Objects in Salesforce Connect

CData Connect Server, enables you to access Wave Financial data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce1 Mobile App. In this article, you will use CData Connect Server and Salesforce Connect to access external Wave Financial objects alongside standard Salesforce objects.

Configuring Connect Server

To work with live Wave Financial data in Salesforce Connect, we need to connect to Wave Financial from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Wave Financial data.

Add a Connect Server User

Create a User to connect to Wave Financial from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Wave Financial from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Wave Financial" from Available Data Sources
3. Enter the necessary authentication properties to connect to Wave Financial.
   
   

   Connect using the API Token

   You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

   1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
   2. Select the application that you would like to create a token for. You may need to create an application first.
   3. Click the "Create token" button to generate an APIToken.

   Connect using OAuth

   If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Wave Financial OData Endpoints in Connect Server

After connecting to Wave Financial, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Wave Financial database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the table definition to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Wave Financial Data as an External Data Source

Follow the steps below to connect to the feed produced by the API Server.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click New External Data Source.
3. Enter values for the following properties:
   • External Data Source: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".

   • URL: Enter the URL to the OData endpoint of the API Server. The format of the OData URL is CONNECT_SERVER_URL/api.rsc/

4. Select the Writable External Objects option.

5. Select JSON in the Format menu.

6. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access the API Server, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter the username for a user known to CData Connect Server.
   • Password: Enter the user's authtoken.

Synchronize Wave Financial Objects

After you have created the external data source, follow the steps below to create Wave Financial external objects that reflect any changes in the data source. You will synchronize the definitions for the Wave Financial external objects with the definitions for Wave Financial tables.

1. Click the link for the external data source you created.
2. Click Validate and Sync.
3. Select the Wave Financial tables you want to work with as external objects.

Access Wave Financial Data as Salesforce Objects

After adding Wave Financial data as an external data source and syncing Wave Financial tables as external objects, you can use the external Wave Financial objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

• Create reports of external objects:

• Create, update, and delete Wave Financial objects from the Salesforce dashboard:

Simplified Access to Wave Financial Data from Applications

At this point, you have a direct connection to live Wave Financial data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in applications like Salesforce, refer to our Connect Server page.