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Create Datasets from FinancialForce in Domo Workbench and Build Visualizations of FinancialForce Data in Domo

Use the CData ODBC Driver for FinancialForce to create datasets from FinancialForce data in Domo Workbench and then build visualizations in the Domo service.

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for FinancialForce links Domo Workbench to operational FinancialForce data. You can build datasets from FinancialForce data using standard SQL queries in Workbench and then create real-time visualizations of FinancialForce data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live FinancialForce data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze FinancialForce data using native Domo data types.

Connect to FinancialForce as an ODBC Data Source

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for FinancialForce in Domo Workbench using the FinancialForce DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for FinancialForce Data

You can follow the steps below to build a dataset based on a table in FinancialForce in Domo Workbench using the CData ODBC Driver for FinancialForce.

  1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
  2. In the DataSet Jobs submenu, click Add New.
  3. Name the dataset job (i.e., ODBC FinancialForce Account), select ODBC Connection Provider as the transport method, and click through the wizard.
  4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
  5. Select System DSN for the Connection Type.
  6. Select the previously configured DSN (CData FinancialForce Sys) for the System DSN.
  7. Click to validate the configuration.
  8. Below the settings, set the Query to a SQL query: SELECT * FROM Account NOTE: By connecting to FinancialForce data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know FinancialForce-specific APIs or protocols.
  9. Click preview.
  10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on FinancialForce data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the FinancialForce data in the Domo service.

  1. Navigate to the Data Center.
  2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
  3. With the dataset selected, choose to create a visualization.
  4. In the new card:
    • Drag a Dimension to the X Value.
    • Drag a Measure to the Y Value.
    • Choose a Visualization.

With the CData ODBC Driver for FinancialForce, you can build custom datasets based on FinancialForce data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.