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Working with FinancialForce Data in LINQPad

Execute LINQ queries to FinancialForce data in LINQPad.

The CData ADO.NET Provider for FinancialForce enables you to use standard ADO.NET interfaces like LINQ and the Entity Framework to work with FinancialForce data. This article shows how to connect from LINQPad and execute LINQ queries.

Create the Data Model

After downloading and installing the provider and LINQPad, create a new class library project in Visual Studio.

See the help documentation for a guide to setting up an EF 6 project to use the provider.

  1. Right-click your project and click Add -> New Item -> ADO.NET Entity Data Model. In the resulting dialog, select Code First from database. Click New Connection and specify the connection string options in the resulting wizard.

    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.

    Below is a typical connection string:

    User=myUser;Password=myPassword;Security Token=myToken;
  2. Select the desired tables and views and click Finish to create the data model.

  3. Build the project. The generated files can be used to create the FinancialForce connection in LINQPad.

Connect to FinancialForce Data in LINQPad

After you have obtained the required connection properties and created the data model assembly, follow the steps below to start using the data model in LINQPad.

  1. Open LINQPad and click Add Connection.

  2. Select the "Use a typed data context from your own assembly" option.

  3. Select Entity Framework DbContext.

  4. Click Browse next to the Path to Custom Assembly box and browse to your project folder. Browse to the .dll or .exe under the bin folder.

  5. Select the name of the DbContext.
  6. If you saved your connection string in App.Config, specify the path to the App.config.

You can now query FinancialForce data through LINQPad. For examples of the supported LINQ queries, see the "LINQ and Entity Framework" chapter in the help documentation.