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A PostgreSQL Interface for FinancialForce Data

Use the Remoting features of the FinancialForce JDBC Driver to create a PostgreSQL entry-point for data access.

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access FinancialForce data as a PostgreSQL database, use the CData JDBC Driver for FinancialForce and a JDBC foreign data wrapper (FDW). In this article, we compile the FDW, install it, and query FinancialForce data from PostgreSQL Server.

Connect to FinancialForce Data as a JDBC Data Source

To connect to FinancialForce as a JDBC data source, you will need the following:

  • Driver JAR path: The JAR is located in the lib subfolder of the installation directory.
  • Driver class: cdata.jdbc.financialforce.FinancialForceDriver

  • JDBC URL: The URL must start with "jdbc:financialforce:" and can include any of the connection properties in name-value pairs separated with semicolons.

    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.

    A typical JDBC URL is below:

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

Build the JDBC Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The jdbc2_fdw extension is used as an example.

  1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so. For example: ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
  2. Start the build: make install USE_PGXS=1

Query FinancialForce Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to FinancialForce data:

  1. Log into your database.
  2. Load the extension for the database: CREATE EXTENSION jdbc2_fdw;
  3. Create a server object for FinancialForce: CREATE SERVER FinancialForce FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS ( drivername 'cdata.jdbc.financialforce.FinancialForceDriver', url 'jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH', querytimeout '15', jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.financialforce.jar');
  4. Create a user mapping for the username and password of a user known to the MySQL daemon. CREATE USER MAPPING for postgres SERVER FinancialForce OPTIONS ( username 'admin', password 'test');
  5. Create a foreign table in your local database: postgres=# CREATE FOREIGN TABLE account ( account_id text, account_BillingState text, account_Name numeric) SERVER FinancialForce OPTIONS ( table_name 'account');
You can now execute read/write commands to FinancialForce: postgres=# SELECT * FROM account;