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Query FinancialForce Data in MySQL Workbench

Execute MySQL queries against live FinancialForce data from MySQL Workbench.

You can use the SQL Gateway from the ODBC Driver for FinancialForce to query FinancialForce data through a MySQL interface. Follow the procedure below to start the MySQL remoting service of the SQL Gateway and work with live FinancialForce data in MySQL Workbench.

Connect to FinancialForce Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to FinancialForce data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Query FinancialForce from MySQL Workbench

The steps below outline connecting to the virtual FinancialForce database created in the SQL Gateway from MySQL Workbench and issuing basic queries to work with live FinancialForce data.

Connect to FinancialForce through the SQL Gateway

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData SQL Gateway for FinancialForce).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query FinancialForce Data

  1. Open the connection you just created (CData SQL Gateway for FinancialForce).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve FinancialForce data, like SELECT * FROM `CData FinancialForce Sys`.Account;

With access to live FinancialForce data from MySQL Workbench, you can easily query and update FinancialForce, just like you would a MySQL database. Get started now with a free, 30-day trial of the CData ODBC Driver for FinancialForce and the CData SQL Gateway.