Query FinancialForce Data in MySQL Workbench

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CData Connect



Create a virtual MySQL database for FinancialForce data in CData Connect (or Connect Cloud) and work with live FinancialForce data in MySQL Workbench.

MySQL Workbench allows users to administer MySQL environments and gain better visibility into databases. When paired with CData Connect (on-premise or Connect Cloud), you get live access to FinancialForce data as if it were a MySQL database. This article shows how to create a virtual database for FinancialForce in Connect and work with live FinancialForce data in MySQL Workbench.

Create a Virtual MySQL Database for FinancialForce Data

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

  1. Login to Connect 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 from MySQL Workbench.

Query FinancialForce from MySQL Workbench

The steps below outline connecting to the virtual FinancialForce database in Connect from MySQL Workbench and issuing basic queries to work with live FinancialForce data.

Connect to FinancialForce through Connect

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData Connect).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query FinancialForce Data

  1. Open the connection you just created (CData Connect).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve FinancialForce data, like SELECT * FROM financialforcedb.Account;

With access to live FinancialForce data from MySQL Workbench, you can easily query and update FinancialForce, just like you would a MySQL database. Request a demo of the CData Connect and start working with FinancialForce as a cloud-based MySQL database today.