Establishing a Connection
You can create and manage connections with the Data Explorer and the FireDAC Connection Editor wizards. See Connection Definitions for more information on creating connections from code and creating persistent, private, or temporary connections.
Authenticating to FinancialForce APIs
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:
- Log in to FinancialForce and enter Network Access in the Quick Find box in the setup section.
- Add your IP address to the list of trusted IP addresses.
To obtain the security token:
- Open the personal information page on FinancialForce.com.
- Click the link to reset your security token. The token will be emailed to you.
- 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 Using OAuth Authentication for an authentication guide.
Connecting to FinancialForce APIs
By default, the component connects to production environments. Set UseSandbox to true to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.
Using the FireDAC Connection Editor
Complete the following steps to use the FireDAC Connection Editor to assign a FinancialForce connection to a TFDConnection object:
- Open a project and drop a TFDPhysCDataFinancialForceDriverLink from the Tool Palette onto the Form Designer.
- Drop a TFDConnection object onto the Form Designer.
- Double-click the TFDConnection and select CDataFinancialForce in the Driver Id menu.
- Define the necessary connection properties.
- To execute ad-hoc SQL statements based on this connection, enter SQL commands on the SQL Script tab.
- In the Form Designer, select the TFDConnection object and set the Connected property to true.
Using the Data Explorer
Complete the following steps to use the Data Explorer to define persistent connections that can be shared across applications and projects:
- Click View > Tool Windows > Data Explorer in RAD Studio and expand the FireDAC node.
- Right-click the CData FinancialForce Data Source node and click Add New Connection.
- Enter a name for the connection. The FireDAC Connection Editor opens.
Working with Persistent Connections
The connections you define in the Data Explorer can be assigned to a TFDConnection object by specifying the connection name in the TFDConnection object's ConnectionDefName property.
Browsing Data and Metadata
The Data Explorer also provides options for browsing FinancialForce objects at design time:
- Expand the CData FinancialForce Data Source node in the Data Explorer to view the defined connections.
- Expand a connection node to find the database objects available for a connection.
- Drill down to a database object to find metadata such as primary keys and foreign keys.
- To display data, double-click a table or view or right-click and click View.