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Connect to FinancialForce Data as a Federated Tables in MySQL

Use the CData Cloud Hub to set up federated tables for FinancialForce data in MySQL .

You can use the CData Cloud Hub to set up federated tables in MySQL for FinancialForce data. The Cloud Hub provides a MySQL interface for FinancialForce: After configuring a virtual MySQL database for FinancialForce, you can create a server and tables using the FEDERATED Storage Engine in MySQL. You can then work with FinancialForce data just as you would local MySQL tables.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for FinancialForce, allowing you to easily query live FinancialForce data alongside existing MySQL data — all without replicating the 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 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. Login to 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 any MySQL client.

Create a FEDERATED Server and Tables for FinancialForce Data

After you have configured and started the service, create a FEDERATED server to simplify the process of creating FEDERATED tables:

Create a FEDERATED Server

The following statement will create a FEDERATED server based on the Cloud Hub. Note that the username and password of the FEDERATED server must match a user account you defined on the Cloud Hub.

CREATE SERVER fedFinancialForce
FOREIGN DATA WRAPPER mysql
OPTIONS (USER 'cloud_hub_user', PASSWORD 'cloud_hub_passwd', HOST 'myinstance.cdatacloud.net', PORT 3306, DATABASE 'financialforcedb');

Create a FEDERATED Table

To create a FEDERATED table using our newly created server, use the CONNECTION keyword and pass the name of the FEDERATED server and the remote table (Account). Refer to the following template for the statement to create a FEDERATED table:

CREATE TABLE fed_account (
  ...,
  billingstate  TYPE(LEN),
  name  TYPE(LEN),
  ...,
)
ENGINE=FEDERATED
DEFAULT CHARSET=utf8
CONNECTION='fedFinancialForce/Account';

NOTE: The table schema for the FEDERATED table must match the remote table schema exactly. You can always connect directly to the Cloud Hub using any MySQL client and run SHOW COLUMNS FROM Account to get the table schema.

Execute Queries

You can now execute queries to the FinancialForce FEDERATED tables from any tool that can connect to MySQL, which is particularly useful if you need to JOIN data from a local table with data from FinancialForce. Refer to the following example:

SELECT 
  fed_account.billingstate, 
  local_table.custom_field 
FROM 
  local_table 
JOIN 
  fed_account 
ON 
  local_table.foreign_billingstate = fed_account.billingstate;