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Access FinancialForce Data in Anypoint Using SQL

Create a simple Mule Application that uses HTTP and SQL with the CData Mule Connector for FinancialForce to create a JSON endpoint for FinancialForce data.

The CData Mule Connector for FinancialForce connects FinancialForce data to Mule applications enabling read , write, update, and delete functionality with familiar SQL queries. The Connector allows users to easily create Mule Applications to backup, transform, report, and analyze FinancialForce data.

This article demonstrates how to use the CData Mule Connector for FinancialForce inside of a Mule project to create a Web interface for FinancialForce data. The application created allows you to request FinancialForce data using an HTTP request and have the results returned as JSON. The exact same procedure outlined below can be used with any CData Mule Connector to create a Web interface for the 200+ available data sources.

  1. Create a new Mule Project in Anypoint Studio.
  2. Add an HTTP Connector to the Message Flow.
  3. Configure the address for the HTTP Connector.
  4. Add a CData FinancialForce Connector to the same flow, after the HTTP Connector.
  5. Create a new Connection (or edit an existing one) and configure the properties to connect to FinancialForce (see below). Once the connection is configured, click Test Connection to ensure the connectivity to FinancialForce.

    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.

  6. Configure the CData FinancialForce Connector.
    1. Set the Operation to 'Select with Streaming'.
    2. Set the Query type to Dynamic.
    3. Set the SQL query to SELECT * FROM #[message.inboundProperties.'http.query.params'.get('table')] to parse the URL parameter table and use it as the target of the SELECT query. You can customize the query further by referencing other potential URL parameters.
  7. Add a Transform Message Component to the flow.
    1. Map the Payload from the input to the Map in the output.
    2. Set the Output script to the following to convert the payload to JSON:
      %dw 1.0
      %output application/json
      ---
      payload
              
  8. To view your FinancialForce data, navigate to the address you configured for the HTTP Connector (localhost:8081 by default) and pass a table name as the table URL parameter: http://localhost:8081?table=Account
    The Account data is available as JSON in your Web browser and any other tools capable of consuming JSON endpoints.

At this point, you have a simple Web interface for working with FinancialForce data (as JSON data) in custom apps and a wide variety of BI, reporting, and ETL tools. Download a free, 30 day trial of the Mule Connector for FinancialForce and see the CData difference in your Mule Applications today.