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Connect to FinancialForce Data in DBArtisan

Use wizards in DBArtisan to configure FinancialForce data as a data source.

The CData ODBC Driver for FinancialForce seamlessly integrates FinancialForce data into database management tools like DBArtisan by enabling you to access FinancialForce data as a database. This article shows how to create an data source for FinancialForce in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate FinancialForce Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then follow the steps below to register FinancialForce data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN.
  4. Finish the wizard to connect to FinancialForce data. FinancialForce entities are displayed in the Datasource Explorer.

You can now work with FinancialForce data as you work with any other database. See the driver help documentation for more information on the queries supported by the FinancialForce API.