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Build MVC Applications with Connectivity to FinancialForce Data

This article shows how to use only the Entity Framework and the CData ADO.NET provider to access FinancialForce from an ASP.NET MVC application.

This article shows how to use wizards in Visual Studio to drop the CData ADO.NET Provider for FinancialForce into a simple MVC (model, view, controller) project.

Create the Entity Framework Model

Follow the steps below to save connection properties and map tables to entities in the data model.

  1. Create a new MVC project in Visual Studio. In this example, the project name is MvcFinancialForceApp.
  2. If you are using Entity Framework 6, you will need to take the preliminary step of registering the FinancialForce Entity Framework provider for your project. See the "LINQ and Entity Framework" chapter in the help documentation for a guide.

    Note that MVC 3 scaffolding and MVC 4 scaffolding do not support Entity Framework 6. You can use your scaffolding with Entity Framework 6 by upgrading to the latest version of MVC.

  3. To add the .edmx file from the designer, right-click your Models folder and click Add New Item. Select ADO.NET Entity Data Model, name the model, and click Add. In this example, the name of the model is FinancialForceModel.
  4. In the Entity Data Model wizard, select the option 'EF Designer from database'. The Entity Data Model wizard is displayed.
  5. Click New Connection. Select CData FinancialForce Data Source in the dialog that is displayed.
  6. Specify the required connection string properties.

    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.

    A typical connection string is below:

    User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH
  7. Name the connection and select whether to include sensitive information, such as connection credentials, in the connection string. For simplicity, this example saves sensitive information in Web.config. The connection settings are saved as FinancialForceEntities.

  8. Select the tables and views you need. In this example, Account is imported. Also, the option to pluralize object names is deselected in this example. Click Finish to create the .edmx file.
  9. Build your project to complete this step.

Scaffold the Controller and Views

After creating the model and building the project, you can use ASP.NET Scaffolding wizards to create the controller and the views.

  1. In Solution Explorer, right-click the controllers folder and click Add -> Controller. Select MVC 5 Controller with views, using Entity Framework.
  2. In the Add Controller dialog that is then displayed, select the following options:

    • Model class: Select a table you imported; for example, Account.
    • Data context class: Select your context class.
  3. Leave the default values for the other fields.

You can now access the list of Account records at http://MySite/Account. Next to each record are links to edit, delete, and see more information. You can also create new Account records. With every state change the site picks up any data changes.