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Create FinancialForce-Connected Business Apps in AppSheet

Use the CData Cloud Hub to connect to FinancialForce from AppSheet and build custom business apps using live FinancialForce data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to FinancialForce data for business applications. This article shows how to create a virtual database for FinancialForce in Cloud Hub and build a simple app from FinancialForce data in AppSheet.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for FinancialForce, allowing you to build reports from live FinancialForce data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to FinancialForce, leveraging server-side processing to quickly return the requested FinancialForce data.

Create a Virtual MySQL Database for FinancialForce Data

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

  1. Log into Cloud Hub and click Databases.
  2. Select "FinancialForce" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to FinancialForce.

    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.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to FinancialForce data from AppSheet.

Connect to FinancialForce in AppSheet

The steps below outline connecting to the CData Cloud Hub from AppSheet to create a new FinancialForce data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, FinancialForce1
    • Username: a Cloud Hub user with permissions for the database
    • Password: the password for the Cloud Hub user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for FinancialForce, you can start building apps on FinancialForce data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 150+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Cloud Hub.