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Connect to FinancialForce Data in RapidMiner

Integrate FinancialForce data with standard components and data source configuration wizards in RapidMiner Studio.

This article shows how you can easily integrate the CData JDBC driver for FinancialForce into your processes in RapidMiner. This article uses the CData JDBC Driver for FinancialForce to transfer FinancialForce data to a process in RapidMiner.

Connect to FinancialForce in RapidMiner as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to FinancialForce:

  1. Add a new database driver for FinancialForce: Click Connections -> Manage Database Drivers.
  2. In the resulting wizard, click the Add button and enter a name for the connection.
  3. Enter the prefix for the JDBC URL: jdbc:financialforce:
  4. Enter the path to the cdata.jdbc.financialforce.jar file, located in the lib subfolder of the installation directory.
  5. Enter the driver class: cdata.jdbc.financialforce.FinancialForceDriver
  6. Create a new FinancialForce connection: Click Connections -> Manage Database Connections.
  7. Enter a name for your connection.
  8. For Database System, select the FinancialForce driver you configured previously.
  9. Enter your connection string in the Host box.

    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 connection string is below:

    User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH
  10. Enter your username and password if necessary.

You can now use your FinancialForce connection with the various RapidMiner operators in your process. To retrieve FinancialForce data, drag the Retrieve operator from the Operators view. With the Retrieve operator selected, you can then define which table to retrieve in the Parameters view by clicking the folder icon next to the "repository entry." In the resulting Repository Browser, you can expand your connection node to select the desired example set.

Finally, wire the output to the Retrieve process to a result, and run the process to see the FinancialForce data.