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Build a Simple VCL Application for FinancialForce Data

How to build a simple VCL Application to view FinancialForce data in RAD Studio using the CData FireDAC Components for FinancialForce.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for FinancialForce, you gain access to live FinancialForce data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to retrieve and update FinancialForce data. This article will walk through connecting to FinancialForce and creating a simple VCL application with the Form Designer.

Creating a VCL Application for FinancialForce Data

The following instructions show how to use the Form Designer to create a simple VCL Forms application that shows the basic FireDAC objects needed to connect to FinancialForce from any application.

The following example populates a TDBGrid control.

  1. Create a new VCL Forms Application.
  2. Drop a TFDPhysFinancialForceDriverLink and TFDConnection object onto the form.
  3. Double-click the TFDConnection object. The FireDAC Connection Editor is displayed. Select "CData.FinancialForce" in the DriverId menu and configure the connection properties.

    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. Drop a TFDQuery object onto the form and set the properties below:

    • Connection - Set this property to the TFDConnection object, if this object is not already specified.
    • SQL - Click the button in the SQL property and enter a query.
    • Active - Set this property to true.
  5. Drop a TDataSource object onto the form and set the following property:

    • DataSet - In the menu for this property, select the name of the TFDQuery object.
  6. Drop a TDBGrid control onto the form and set the following property:

    • DataSource - Select the name of the TDataSource.
  7. Drop a TFDGUIxWaitCursor onto the form. This is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.