Replicate FinancialForce Data to Multiple Databases

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CData Sync



Replicate FinancialForce data to disparate databases with a point-and-click configuration.

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live FinancialForce data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote FinancialForce data from Windows.

Configure Replication Destinations

Using CData Sync, you can replicate FinancialForce data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

For each destination database:

  1. Click Add Connection.
  2. Select a destination. In this article, we use SQLite.
  3. Enter the necessary connection properties. To replicate FinancialForce to a SQLite database, enter a file path in the Data Source box.
  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the FinancialForce Connection

You can configure a connection to FinancialForce from the Connections tab. To add a connection to your FinancialForce account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (FinancialForce).
  3. Configure the 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.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the FinancialForce API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of FinancialForce data:

REPLICATE Account;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple FinancialForce accounts into the same database:

  • Use a different table prefix in the REPLICATE SELECT statement:

    REPLICATE PROD_Account SELECT * FROM Account;
  • Alternatively, use a different schema:

    REPLICATE PROD.Account SELECT * FROM Account;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your FinancialForce data to disparate on-premises, cloud-based, and other databases.