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Integrate FinancialForce Data in Your Informatica Cloud Instance

Use the CData JDBC Driver for FinancialForce with the Informatica Cloud Secure Agent to access live FinancialForce data from Informatica Cloud.

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for FinancialForce, you get live access to FinancialForce data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to FinancialForce through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the FinancialForce data through the JDBC Driver, install the Cloud Secure Agent.

  1. Navigate to the Administrator page in Informatica Cloud
  2. Select the Runtime Environments tab
  3. Click "Download Secure Agent"
  4. Make note of the Install Token
  5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the FinancialForce JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to FinancialForce through the JDBC Driver. Start by clicking the Connections tab and clicking New Connection. Fill in the following properties for the connection:

  • Connection Name: Name your connection (i.e.: CData FinancialForce Connection)
  • Type: Select "JDBC_IC (Informatica Cloud)"
  • Runtime Environment: Select the runtime environment where you installed the Cloud Secure Agent
  • JDBC Connection URL: Set this to the JDBC URL for FinancialForce. Your URL will look similar to the following:

    jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH;

    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.

  • JDBC Jar Directory: Set this to the lib folder in the installation location for the JDBC Driver (on Windows, typically C:\Program Files\CData\CData JDBC Driver for FinancialForce\)
  • Driver Class: Set this to cdata.jdbc.financialforce.FinancialForceDriver
  • Username: Set this to the username for FinancialForce
  • Password: Set this to the password for FinancialForce

Create a Mapping for FinancialForce Data

With the connection to FinancialForce configured, we can now access FinancialForce data in any Informatica process. The steps below walk through creating a mapping for FinancialForce to another data target.

  1. Navigate to the Data Integration page
  2. Click New.. and select Mapping from the Mappings tab
  3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
  4. Click "Select" to choose the table to map
  5. In the Fields tab, select the fields from the FinancialForce table to map
  6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live FinancialForce data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for FinancialForce and start working with your live FinancialForce data in Informatica Cloud today.