Ready to get started?

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

Download Now

Connect to FinancialForce Data in Squirrel SQL Client

Connect to FinancialForce data and execute queries in the Squirrel SQL Client.

The CData JDBC Driver for FinancialForce enables you to execute queries to FinancialForce data in tools like Squirrel SQL Client. In this article, you will create a JDBC data source for FinancialForce data and execute queries.

Add the JDBC Driver for FinancialForce

Follow the steps below to add the driver JAR.

  1. In Squirrel SQL, click Windows -> View Drivers.
  2. Click the plus icon to open the Add Driver wizard.
  3. In the Name box, enter a user-friendly name for the driver; for example, CData JDBC Driver for FinancialForce.
  4. In the Example URL box, enter jdbc:financialforce:
  5. In the Extra Class Path tab, click Add.
  6. In the file explorer dialog that opens, select the JAR file for the driver, located in the lib subfolder of the installation directory.
  7. Click List Drivers to populate the Class Name menu with the class name for the driver, cdata.jdbc.financialforce.FinancialForceDriver.

Define Connection Properties

Follow the steps below to save connection properties in the driver alias.

  1. Click Windows -> View Aliases.
  2. In the pane that lists the aliases, click the plus icon.
  3. In the Add Alias wizard that opens, the following fields are required for the JDBC driver:

    • Name: Enter a name for the alias; for example, CData FinancialForce Source.
    • Driver: Select the CData JDBC Driver for FinancialForce.
    • URL: Enter jdbc:financialforce:
  4. If you want to define any additional properties, click Properties.
  5. In the Driver properties tab of the dialog that appears, select the Use driver properties checkbox.
  6. In the Specify column, select the checkboxes for the required 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.

    Below is a typical connection string:

    jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH
  7. In the dialog that appears after you click OK, click connect to test the connection.

Discover Schemas and Query FinancialForce Data

After the metadata has loaded, a new tab for the FinancialForce data source is displayed. On the Objects subtab, you can discover schema information, such as the available tables and views.

To view table data, select the table on the Objects tab. The table data is then loaded in a grid on the Content tab.

To execute an SQL query, enter the query on the SQL tab and then click Run SQL (the runner icon). For example:

SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'