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Work with FinancialForce Data in Apache Spark Using SQL

Access and process FinancialForce Data in Apache Spark using the CData JDBC Driver.

Apache Spark is a fast and general engine for large-scale data processing. When paired with the CData JDBC Driver for FinancialForce, Spark can work with live FinancialForce data. This article describes how to connect to and query FinancialForce data from a Spark shell.

The CData JDBC Driver offers unmatched performance for interacting with live FinancialForce data due to optimized data processing built into the driver. When you issue complex SQL queries to FinancialForce, the driver pushes supported SQL operations, like filters and aggregations, directly to FinancialForce and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can work with and analyze FinancialForce data using native data types.

Install the CData JDBC Driver for FinancialForce

Download the CData JDBC Driver for FinancialForce installer, unzip the package, and run the JAR file to install the driver.

Start a Spark Shell and Connect to FinancialForce Data

  1. Open a terminal and start the Spark shell with the CData JDBC Driver for FinancialForce JAR file as the jars parameter: $ spark-shell --jars /CData/CData JDBC Driver for FinancialForce/lib/cdata.jdbc.financialforce.jar
  2. With the shell running, you can connect to FinancialForce with a JDBC URL and use the SQL Context load() function to read a table.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the FinancialForce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.financialforce.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    Configure the connection to FinancialForce, using the connection string generated above.

    scala> val financialforce_df = spark.sqlContext.read.format("jdbc").option("url", "jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;").option("dbtable","Account").option("driver","cdata.jdbc.financialforce.FinancialForceDriver").load()
  3. Once you connect and the data is loaded you will see the table schema displayed.
  4. Register the FinancialForce data as a temporary table:

    scala> financialforce_df.registerTable("account")
  5. Perform custom SQL queries against the Data using commands like the one below:

    scala> financialforce_df.sqlContext.sql("SELECT BillingState, Name FROM Account WHERE Industry = Floppy Disks").collect.foreach(println)

    You will see the results displayed in the console, similar to the following:

Using the CData JDBC Driver for FinancialForce in Apache Spark, you are able to perform fast and complex analytics on FinancialForce data, combining the power and utility of Spark with your data. Download a free, 30 day trial of any of the 200+ CData JDBC Drivers and get started today.