Analyze FinancialForce Data in Infragistics Reveal

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CData Connect



Use the CData Connect Cloud to create an OData API on top of FinancialForce data and visualize live FinancialForce data in Ingragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Cloud and FinancialForce Connector to build dynamic dashboards from live FinancialForce data. The CData Connect Cloud creates a virtual database for FinancialForce and can be used to generate an OData API (natively consumable in Reveal) for FinancialForce. In this article, we walk through connecting to FinancialForce in Connect Cloud and connecting to Connect Cloud from Infragistics Reveal to create a simple dashboard.

Add a Connect Cloud User

Create a User to connect to FinancialForce from Reveal through Connect Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to FinancialForce from Connect Cloud

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

  1. Open Connect Cloud 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 (SELECT is all that is required for Reveal).

Add FinancialForce OData Endpoints in Connect Cloud

After connecting to FinancialForce, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the FinancialForce database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize FinancialForce data in Reveal.

  1. Log into Reveal and click Dashboards -> New
  2. Click Data Source -> OData Feed
  3. Specify the Connect Cloud API endpoint URL (found in API -> Discovery -> Base URL), for example: https://www.cdatacloud.com/myinstance/api.rsc
  4. Select Generic Credentials and specify the Connect Cloud username and authentication token
  5. Select the entity you wish to visualize
  6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live FinancialForce data. For more information on creating OData feeds from FinancialForce (and more than 150 other sources), visit the Connect Cloud page. Download a free, 30-day trial and start working live FinancialForce data in tools that consume OData APIs.