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Connect to FinancialForce Data in RazorSQL

Connect to FinancialForce from wizards and query FinancialForce data from the GUI in the RazorSQL database management tool.

The CData JDBC Driver for FinancialForce enables standards-based access from third-party tools, from wizards in IDEs to data management and analysis tools. This article shows how to connect to FinancialForce using wizards in RazorSQL.

Create a JDBC Data Source for FinancialForce Data

  1. Open the RazorSQL application and, in the Connections menu, select Add Connection Profile -> Other -> JDBC.
  2. In the Connection Wizard that appears, set the following properties:
    • Driver Location: Set this property to the path to the lib subfolder in the installation directory.
    • Driver Class: Set the driver class to cdata.jdbc.financialforce.FinancialForceDriver.
    • Username: Enter the username. (This property can also be set in the JDBC URL.)
    • Password: Enter the password. (This property can also be set in the JDBC URL.)
    • JDBC URL: Enter connection parameters. The JDBC URL begins with jdbc:financialforce: and is followed by a semicolon-separated list of connection properties.

      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 the following:

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

Query FinancialForce Data and Select Tables

After establishing a connection, the wizard will close and the connection will be available in the connections panel. You can then query the tables.