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Access FinancialForce Data in PHP through the Cloud Hub

Connect to FinancialForce through the standard MySQL libraries in PHP.

You can use the CData Cloud Hub to access FinancialForce data from MySQL clients, without needing to perform an ETL or cache data. Follow the steps below to create a virtual MySQL database for FinancialForce and connect to FinancialForce data in real time through PHP's standard MySQL interfaces, mysqli and PDO_MySQL.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for FinancialForce, allowing you to easily query live FinancialForce data in PHP — without replicating the data to a natively supported database. As you query data in PHP, 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.

Connect in PHP

The following examples show how to use object-oriented interfaces to connect and execute queries. Initialize the connection object with the following parameters to connect to the virtual MySQL database:

  • Host: Specify the remote host location where the service is running. In this case "myinstance.cdatacloud.net" is used for the remote host setting since the service is running on the local machine.
  • Username: Specify the username for a user you authorized in the Cloud Hub.
  • Password: Specify the password for the authorized user account.
  • Database Name: Specify the name of the virtual database you created for FinancialForce.
  • Port: Specify the port the service is running on, port 3306 in this example.

mysqli

<?php
$mysqli = mysqli_init();

$mysqli->ssl_set("C:/certs/cloudclient.key",
                 "C:/certs/cloudclient.pem",
                 "C:/certs/myCA.pem",
                 NULL,NULL);

$mysqli->real_connect("mysintance.cdatacloud.net", "admin", "mypassword", "financialforcedb",3306,NULL,MYSQLI_CLIENT_SSL_DONT_VERIFY_SERVER_CERT);
?>

PDO

<?php
$pdo = new PDO('mysql:host=myinstance.cdatacloud.net;dbname=financialforcedb;port=3306;','admin', 'mypassword', array(
    PDO::MYSQL_ATTR_SSL_KEY                => 'C:/certs/cloudclient.key',
    PDO::MYSQL_ATTR_SSL_CERT               => 'C:/certs/cloudclient.pem',
    PDO::MYSQL_ATTR_SSL_CA                 => 'C:/certs/myCA.pem',
    PDO::MYSQL_ATTR_SSL_VERIFY_SERVER_CERT => false
    )
);
?>

Query in PHP

With the connection established, you can then access tables. The following steps walk through the example:

  1. Query the table; for example, Account. The results will be stored as an associative array in the $result object.
  2. Iterate over each row and column, printing the values to display in the PHP page.
  3. Close the connection.

mysqli

$result = $mysqli->query("SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'");
while($row = $result->fetch_assoc()) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br />"; 
  }
}
$mysqli->close();

PDO

$result = $pdo->query("SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'");
while($row = $result->fetch(PDO::FETCH_ASSOC)) {
  foreach ($row as $k=>$v) {
    echo "$k : $v";
    echo "<br />"; 
  }
}
$result = null;
$pdo = null;