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Manage FinancialForce Data in DBArtisan as a JDBC Source

Use wizards in DBArtisan to create a JDBC data source for FinancialForce.

The CData JDBC Driver for FinancialForce seamlessly integrates FinancialForce data into database management tools like DBArtisan by enabling you to access FinancialForce data as a database. This article shows how to create a JDBC source for FinancialForce in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate FinancialForce Data into DBArtisan Projects

Follow the steps below to register FinancialForce data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic JDBC.
  3. Click Manage.
  4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
  5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

    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.

    Below is a typical connection string:

    jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH
  6. Finish the wizard to connect to FinancialForce data. FinancialForce entities are displayed in the Datasource Explorer.

You can now work with FinancialForce data as you work with any other database. See the driver help documentation for more information on the queries supported by the FinancialForce API.