Ready to get started?

Learn more about the CData JDBC Driver for FinancialForce or download a free trial:

Download Now

Build FinancialForce-Connected Web Apps in Servoy

Use Servoy Developer to easily connect to FinancialForce data and build web apps with connectivity to live FinancialForce data.

Servoy is a rapid application development and deployment platform. When paired with the CData JDBC Driver for FinancialForce, users can build FinancialForce-connected apps that work with live FinancialForce data. This article describes how to connect to FinancialForce from Servoy and build a simple web app to display and search FinancialForce data.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live FinancialForce data. When you issue complex SQL queries to FinancialForce, the driver pushes supported SQL operations, like filters and aggregations, directly to FinancialForce and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with FinancialForce data using native data types.

Connect to FinancialForce in Servoy Developer

To build FinancialForce-connected apps, you need to first create a data provider in Servoy Developer using the CData JDBC Driver for FinancialForce.

  1. Install the JDBC Driver.
  2. Copy the JDBC Driver JAR file. (cdata.jdbc.financialforce.jar) to the /application_server/drivers/ directory in the installation directory for Servoy.
  3. Open Servoy Developer.
  4. In the Solution Explorer, right-click Database Server (under Resources) and choose "Connect to existing database" -> "empty."
    1. Name the server.
    2. Click to show the advanced server settings.
      • Set the URL, for example: jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH

        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.

        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.

      • Select the Driver class you just copied, for example, cdata.jdbc.financialforce.FinancialForceDriver

Build a FinancialForce-Connected Web App

Once you have configured the connection to FinancialForce in the Servoy Developer resources, you are ready to build apps with access to live FinancialForce data.

Create a New Solution

  1. In the Server Explorer, right-click "All solutions" and select "Create new solution."
  2. Name the solution.
  3. Select the checkbox to include the "search" module.
  4. Click "Finish."

Create a New Form

Right-click "Forms" and select "Create new form."

  1. Name the form.
  2. Select a Datasource.
  3. Set the type (e.g., Simple) and click "Finish."

Add a Data Grid to the Form

  1. Drag a Data Grid component (from Servoy NG-Grids) onto the form.
  2. Drag a column component onto the Data Grid and set the "dataprovider" property for each column component to a column from the FinancialForce "table" (e.g., BillingState from the Account table).

    Continue adding columns as desired.

Add Searching to the App

Note that the "svySearch" extension is required to add search functionality (included by default when you create a new solution). If you did not add the extension when you created the solution or you are modifying an existing solution, you can add the search module by right-clicking Modules (in the solution) and selecting "Add Module." Select "svySearch" and click "OK."

  1. Drag a Text Field component onto the Form.
  2. Right-click the Form and select "Open in Script Editor."
  3. Create a new variable (JavaScript) to hold the search value:
    var searchText = '';
    
  4. Back on the Form, in the Text Field properties:
    1. Set the "dataprovider" property to the Form variable you just created.
    2. Double-click to add a method for the onAction event.
    3. Click to create the method in "Form," name the method (e.g., onEnter), and click "Create private."
    4. Click "OK & Show."
  5. Add the following JavaScript to the JavaScript file to use the Servoy framework to implement searching bound data based on the text in the Text Field:
    var search = scopes.svySearch.createSimpleSearch(foundset).setSearchText(searchText);
    search.setSearchAllColumns();
    search.loadRecords(foundset);
    

Save and Launch the App

Save the form and JavaScript file, then click Run -> Launch NGClient to start the web app.

Download a free, 30-day trial of the CData JDBC Driver for FinancialForce and start building FinancialForce-connected apps with Servoy. Reach out to our Support Team if you have any questions.