Etlworks FinancialForce connector allows the fastest and easiest way to connect to real-time FinancialForce data. The connector works just like any other database connector.
Etlworks partnered with CData to provide access to FinancialForce using industry-standard JDBC protocol. Read about CData FinancialForce JDBC connector.
When to use FinancialForce connector
Enable FinancialForce connector for your Etlworks account. Contact
email@example.com to enable the connector.
Create a Connection
Here's how you can create a Connection in two easy steps:
Step 1. In the
Connections window, click
+, and type in
Step 2. Enter Connection parameters:
Authentication type: select authentication type, either
OAuth authentication (default):
OAuth Token: sign in with SalesForce.
Security token authentication:
User: the email address of the Salesforce user.
Password: the password (do not append security token to the password).
Security Token: the security token. Read what a Salesforce security token is and how to find it.
Other parameters to specify the Connection string options. Read about available Connection string options.
Work with FinancialForce
FinancialForce Data Model
You can use the connector to work with all of the tables in your account. The driver connects to FinancialForce and gets the list of tables and the metadata for the tables by calling the appropriate web services. Any changes you make to your FinancialForce account, such as adding a new table, adding new columns, or changing the data type of a column, are immediately reflected when you connect using the driver.
Read about the FinancialForce data model.
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the data retrieval is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Read about available stored procedures in the data model.
To call stored procure from the SQL Flow or Before/After SQL, use
EXEC sp_name params=value. Example:
EXECUTE my_proc @second = 2, @first = 1, @third = 3;
The connector supports several operations on data, including querying, deleting, modifying, and inserting.
Read about SQL Compliance.
Extract data from FinancialForce
Extracting data from FinancialForce is similar to extracting data from the relational database.
Here's how you can do this:
Step 1. Create FinancialForce Connection which will be used as a source (
Step 3. Create a Flow where the
source is a database and the destination is a Connection created in step 2, for example, a relational database.
Step 4. Add a new source-to-destination transformation.
Step 5. Select the FinancialForce Connection created in step 1 as a source Connection and select the data object you are extracting data from.
Step 6. Select
TO Connection, Format (if needed), and object (for example database table) to load data into.
Step 7. Click
MAPPING and optionally, enter
Source query (you don't need a query if you are extracting data from the FinancialForce data object unconditionally).
Step 8. Optionally, define the per-field Mapping.
Step 9. Add more transformations if needed.
Load data in FinancialForce
Loading data in FinancialForce is similar to loading data into a relational database.
Here's how you can do this:
Step 1. Create a source Connection and a Format (if needed).
Step 2. Create a destination FinancialForce Connection.
Step 3. Create a Flow where the destination is a database.
Step 4. Add new source-to-destination transformation.
Step 5. Select
TO Connections and objects (also a
FROM Format if needed).
Step 6. Optionally define the per-field Mapping.
Step 7. Add more transformations if needed.
Browse data in FinancialForce
You must have a FinancialForce Connection to browse objects and run SQL queries.
Use the Etlworks Explorer to browse data and metadata in FinancialForce as well as execute
SELECT queries against the FinancialForce Connection.