FinancialForce

The Lyftron Provider for FinancialForce offers the most natural way to access FinancialForce data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing FinancialForce data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s FinancialForce data provider and automatically build your data migration pipelines in minutes, not months

The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.

Key Features

• Comprehensive Delta load mechanism.
• Real-time access to FinancialForce.
• Comprehensive full support of ANSI Sql to query data with ease.
• Collaborative query processing.

Prerequisites

The user must have credentials for FinancialForce, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron

Establishing a Connection with Lyftron's Quickstart Steps

Create your FinancialForce connection with Lyftron by following the 5 easy steps show below:

Step1. Add your connection

Click on Connect section on the left panel →  Click on Add Connection button

Step2. Select your connector

In the connector selection panel, search and click FinancialForce for your connection 

Step3. Enter your connection details

In the Connection String section enter the values of the below parameters. The following connection string is required to establish FinancialForce connection with Lyftron.

"User=myUser;Password=myPassword;Security Token=myToken;"

Key	Value	Field
Connection Name	Enter your connection details	Required
User	Your FinancialForce user	Required
Password	Your FinancialForce Password	Required
Security Token	Your FinancialForce Token	Required
Logfile**	Use the logfile option to debug your job and provide your connection name to generate the log file.  [ConnectionConfigurationPath]\Connection_name_log.tx	Optional
Verbosity**	Choose verbosity 1-5 based on the severity of debugging	Optional

** For more information, check the Lyftron logging and debugging section.

If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.

Step4. Test your connection

Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.

Step5. Save your connection

Hurray! Now you have successfully connected with the Lyftron FinancialForce connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.

Data Model

The provider models the data in FinancialForce into a list of tables that can be queried using standard SQL statements.

Generally, querying FinancialForce tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. 

Views

Name	Type	Description
AcceptedEventRelation	Tables	This is a table representing the AcceptedEventRelation entities in FinancialForce.
Account	Tables	This is a table representing the Account entities in FinancialForce.
AccountContactRole	Tables	This is a table representing the AccountContactRole entities in FinancialForce.
AccountFeed	Tables	This is a table representing the AccountFeed entities in FinancialForce.
AccountHistory	Tables	This is a table representing the AccountHistory entities in FinancialForce.
AccountPartner	Tables	This is a table representing the AccountPartner entities in FinancialForce.
AccountShare	Tables	This is a table representing the AccountShare entities in FinancialForce.
ActivityHistory	Tables	This is a table representing the ActivityHistory entities in FinancialForce.
AdditionalNumber	Tables	This is a table representing the AdditionalNumber entities in FinancialForce.
ApexClass	Tables	This is a table representing the ApexClass entities in FinancialForce.
ApexComponent	Tables	This is a table representing the ApexComponent entities in FinancialForce.
ApexLog	Tables	This is a table representing the ApexLog entities in FinancialForce.
ApexPage	Tables	This is a table representing the ApexPage entities in FinancialForce.
ApexTestQueueItem	Tables	This is a table representing the ApexTestQueueItem entities in FinancialForce.
ApexTestResult	Tables	This is a table representing the ApexTestResult entities in FinancialForce.
ApexTrigger	Tables	This is a table representing the ApexTrigger entities in FinancialForce.
AppMenuItem	Tables	This is a table representing the AppMenuItem entities in FinancialForce.
Approval	Tables	This is a table representing the Approval entities in FinancialForce.
Asset	Tables	This is a table representing the Asset entities in FinancialForce.
AssetFeed	Tables	This is a table representing the AssetFeed entities in FinancialForce.
AssignmentRule	Tables	This is a table representing the AssignmentRule entities in FinancialForce.
AsyncApexJob	Tables	This is a table representing the AsyncApexJob entities in FinancialForce.
Attachment	Tables	This is a table representing the Attachment entities in FinancialForce.
AuthProvider	Tables	This is a table representing the AuthProvider entities in FinancialForce.
AuthSession	Tables	This is a table representing the AuthSession entities in FinancialForce.
BrandTemplate	Tables	This is a table representing the BrandTemplate entities in FinancialForce.
BusinessHours	Tables	This is a table representing the BusinessHours entities in FinancialForce.
BusinessProcess	Tables	This is a table representing the BusinessProcess entities in FinancialForce.
CallCenter	Tables	This is a table representing the CallCenter entities in FinancialForce.
Campaign	Tables	This is a table representing the Campaign entities in FinancialForce.
CampaignFeed	Tables	This is a table representing the CampaignFeed entities in FinancialForce.
CampaignMember	Tables	This is a table representing the CampaignMember entities in FinancialForce.
CampaignMemberStatus	Tables	This is a table representing the CampaignMemberStatus entities in FinancialForce.
CampaignShare	Tables	This is a table representing the CampaignShare entities in FinancialForce.
Case	Tables	This is a table representing the Case entities in FinancialForce.
CaseComment	Tables	This is a table representing the CaseComment entities in FinancialForce.
CaseContactRole	Tables	This is a table representing the CaseContactRole entities in FinancialForce.
CaseFeed	Tables	This is a table representing the CaseFeed entities in FinancialForce.
CaseHistory	Tables	This is a table representing the CaseHistory entities in FinancialForce.
CaseShare	Tables	This is a table representing the CaseShare entities in FinancialForce.
CaseSolution	Tables	This is a table representing the CaseSolution entities in FinancialForce.
CaseStatus	Tables	This is a table representing the CaseStatus entities in FinancialForce.
CaseTeamMember	Tables	This is a table representing the CaseTeamMember entities in FinancialForce.
CaseTeamRole	Tables	This is a table representing the CaseTeamRole entities in FinancialForce.
CaseTeamTemplate	Tables	This is a table representing the CaseTeamTemplate entities in FinancialForce.
CaseTeamTemplateMember	Tables	This is a table representing the CaseTeamTemplateMember entities in FinancialForce.
CaseTeamTemplateRecord	Tables	This is a table representing the CaseTeamTemplateRecord entities in FinancialForce.
CategoryData	Tables	This is a table representing the CategoryData entities in FinancialForce.
CategoryNode	Tables	This is a table representing the CategoryNode entities in FinancialForce.
ChatterActivity	Tables	This is a table representing the ChatterActivity entities in FinancialForce.
ClientBrowser	Tables	This is a table representing the ClientBrowser entities in FinancialForce.
CollaborationGroup	Tables	This is a table representing the CollaborationGroup entities in FinancialForce.
CollaborationGroupFeed	Tables	This is a table representing the CollaborationGroupFeed entities in FinancialForce.
CollaborationGroupMember	Tables	This is a table representing the CollaborationGroupMember entities in FinancialForce.
CollaborationGroupMemberRequest	Tables	This is a table representing the CollaborationGroupMemberRequest entities in FinancialForce.
CollaborationInvitation	Tables	This is a table representing the CollaborationInvitation entities in FinancialForce.
Community	Tables	This is a table representing the Community entities in FinancialForce.
Contact	Tables	This is a table representing the Contact entities in FinancialForce.
ContactFeed	Tables	This is a table representing the ContactFeed entities in FinancialForce.
ContactHistory	Tables	This is a table representing the ContactHistory entities in FinancialForce.
ContactShare	Tables	This is a table representing the ContactShare entities in FinancialForce.
ContentDocument	Tables	This is a table representing the ContentDocument entities in FinancialForce.
ContentDocumentFeed	Tables	This is a table representing the ContentDocumentFeed entities in FinancialForce.
ContentDocumentHistory	Tables	This is a table representing the ContentDocumentHistory entities in FinancialForce.
ContentDocumentLink	Tables	This is a table representing the ContentDocumentLink entities in FinancialForce.
ContentVersion	Tables	This is a table representing the ContentVersion entities in FinancialForce.
ContentVersionHistory	Tables	This is a table representing the ContentVersionHistory entities in FinancialForce.
Contract	Tables	This is a table representing the Contract entities in FinancialForce.
ContractContactRole	Tables	This is a table representing the ContractContactRole entities in FinancialForce.
ContractFeed	Tables	This is a table representing the ContractFeed entities in FinancialForce.
ContractHistory	Tables	This is a table representing the ContractHistory entities in FinancialForce.
ContractStatus	Tables	This is a table representing the ContractStatus entities in FinancialForce.
CronJobDetail	Tables	This is a table representing the CronJobDetail entities in FinancialForce.
CronTrigger	Tables	This is a table representing the CronTrigger entities in FinancialForce.
Dashboard	Tables	This is a table representing the Dashboard entities in FinancialForce.
DashboardComponent	Tables	This is a table representing the DashboardComponent entities in FinancialForce.
DashboardComponentFeed	Tables	This is a table representing the DashboardComponentFeed entities in FinancialForce.
DashboardFeed	Tables	This is a table representing the DashboardFeed entities in FinancialForce.
DeclinedEventRelation	Tables	This is a table representing the DeclinedEventRelation entities in FinancialForce.
Document	Tables	This is a table representing the Document entities in FinancialForce.
DocumentAttachmentMap	Tables	This is a table representing the DocumentAttachmentMap entities in FinancialForce.
Domain	Tables	This is a table representing the Domain entities in FinancialForce.
DomainSite	Tables	This is a table representing the DomainSite entities in FinancialForce.
EmailServicesAddress	Tables	This is a table representing the EmailServicesAddress entities in FinancialForce.
EmailServicesFunction	Tables	This is a table representing the EmailServicesFunction entities in FinancialForce.
EmailStatus	Tables	This is a table representing the EmailStatus entities in FinancialForce.
EmailTemplate	Tables	This is a table representing the EmailTemplate entities in FinancialForce.
EntitySubscription	Tables	This is a table representing the EntitySubscription entities in FinancialForce.
Event	Tables	This is a table representing the Event entities in FinancialForce.
EventFeed	Tables	This is a table representing the EventFeed entities in FinancialForce.
EventRelation	Tables	This is a table representing the EventRelation entities in FinancialForce.
FeedComment	Tables	This is a table representing the FeedComment entities in FinancialForce.
FeedItem	Tables	This is a table representing the FeedItem entities in FinancialForce.
FeedPollChoice	Tables	This is a table representing the FeedPollChoice entities in FinancialForce.
FeedPollVote	Tables	This is a table representing the FeedPollVote entities in FinancialForce.
FieldPermissions	Tables	This is a table representing the FieldPermissions entities in FinancialForce.
FiscalYearSettings	Tables	This is a table representing the FiscalYearSettings entities in FinancialForce.
Folder	Tables	This is a table representing the Folder entities in FinancialForce.
ForecastShare	Tables	This is a table representing the ForecastShare entities in FinancialForce.
Group	Tables	This is a table representing the Group entities in FinancialForce.
GroupMember	Tables	This is a table representing the GroupMember entities in FinancialForce.
HashtagDefinition	Tables	This is a table representing the HashtagDefinition entities in FinancialForce.
Holiday	Tables	This is a table representing the Holiday entities in FinancialForce.
Lead	Tables	This is a table representing the Lead entities in FinancialForce.
LeadFeed	Tables	This is a table representing the LeadFeed entities in FinancialForce.
LeadHistory	Tables	This is a table representing the LeadHistory entities in FinancialForce.
LeadShare	Tables	This is a table representing the LeadShare entities in FinancialForce.
LeadStatus	Tables	This is a table representing the LeadStatus entities in FinancialForce.
LoginHistory	Tables	This is a table representing the LoginHistory entities in FinancialForce.
LoginIp	Tables	This is a table representing the LoginIp entities in FinancialForce.
MailmergeTemplate	Tables	This is a table representing the MailmergeTemplate entities in FinancialForce.
MobileDeviceRegistrar	Tables	This is a table representing the MobileDeviceRegistrar entities in FinancialForce.
Name	Tables	This is a table representing the Name entities in FinancialForce.
Note	Tables	This is a table representing the Note entities in FinancialForce.
NoteAndAttachment	Tables	This is a table representing the NoteAndAttachment entities in FinancialForce.
ObjectPermissions	Tables	This is a table representing the ObjectPermissions entities in FinancialForce.
OpenActivity	Tables	This is a table representing the OpenActivity entities in FinancialForce.
Opportunity	Tables	This is a table representing the Opportunity entities in FinancialForce.
OpportunityCompetitor	Tables	This is a table representing the OpportunityCompetitor entities in FinancialForce.
OpportunityContactRole	Tables	This is a table representing the OpportunityContactRole entities in FinancialForce.
OpportunityFeed	Tables	This is a table representing the OpportunityFeed entities in FinancialForce.
OpportunityFieldHistory	Tables	This is a table representing the OpportunityFieldHistory entities in FinancialForce.
OpportunityHistory	Tables	This is a table representing the OpportunityHistory entities in FinancialForce.
OpportunityLineItem	Tables	This is a table representing the OpportunityLineItem entities in FinancialForce.
OpportunityPartner	Tables	This is a table representing the OpportunityPartner entities in FinancialForce.
OpportunityShare	Tables	This is a table representing the OpportunityShare entities in FinancialForce.
OpportunityStage	Tables	This is a table representing the OpportunityStage entities in FinancialForce.
Organization	Tables	This is a table representing the Organization entities in FinancialForce.
OrgWideEmailAddress	Tables	This is a table representing the OrgWideEmailAddress entities in FinancialForce.
Partner	Tables	This is a table representing the Partner entities in FinancialForce.
PartnerRole	Tables	This is a table representing the PartnerRole entities in FinancialForce.
Period	Tables	This is a table representing the Period entities in FinancialForce.
PermissionSet	Tables	This is a table representing the PermissionSet entities in FinancialForce.
PermissionSetAssignment	Tables	This is a table representing the PermissionSetAssignment entities in FinancialForce.
PermissionSetLicense	Tables	This is a table representing the PermissionSetLicense entities in FinancialForce.
PermissionSetLicenseAssign	Tables	This is a table representing the PermissionSetLicenseAssign entities in FinancialForce.
Pricebook2	Tables	This is a table representing the Pricebook2 entities in FinancialForce.
Pricebook2History	Tables	This is a table representing the Pricebook2History entities in FinancialForce.
PricebookEntry	Tables	This is a table representing the PricebookEntry entities in FinancialForce.
ProcessDefinition	Tables	This is a table representing the ProcessDefinition entities in FinancialForce.
ProcessInstance	Tables	This is a table representing the ProcessInstance entities in FinancialForce.
ProcessInstanceHistory	Tables	This is a table representing the ProcessInstanceHistory entities in FinancialForce.
ProcessInstanceStep	Tables	This is a table representing the ProcessInstanceStep entities in FinancialForce.
ProcessInstanceWorkitem	Tables	This is a table representing the ProcessInstanceWorkitem entities in FinancialForce.
ProcessNode	Tables	This is a table representing the ProcessNode entities in FinancialForce.
Product2	Tables	This is a table representing the Product2 entities in FinancialForce.
Product2Feed	Tables	This is a table representing the Product2Feed entities in FinancialForce.
Profile	Tables	This is a table representing the Profile entities in FinancialForce.
PushTopic	Tables	This is a table representing the PushTopic entities in FinancialForce.
QueueSobject	Tables	This is a table representing the QueueSobject entities in FinancialForce.
Quote	Tables	This is a table representing the Quote entities in FinancialForce.
QuoteDocument	Tables	This is a table representing the QuoteDocument entities in FinancialForce.
QuoteFeed	Tables	This is a table representing the QuoteFeed entities in FinancialForce.
QuoteLineItem	Tables	This is a table representing the QuoteLineItem entities in FinancialForce.
RecentlyViewed	Tables	This is a table representing the RecentlyViewed entities in FinancialForce.
RecordType	Tables	This is a table representing the RecordType entities in FinancialForce.
Report	Tables	This is a table representing the Report entities in FinancialForce.
ReportFeed	Tables	This is a table representing the ReportFeed entities in FinancialForce.
Scontrol	Tables	This is a table representing the Scontrol entities in FinancialForce.
SelfServiceUser	Tables	This is a table representing the SelfServiceUser entities in FinancialForce.
SetupEntityAccess	Tables	This is a table representing the SetupEntityAccess entities in FinancialForce.
Site	Tables	This is a table representing the Site entities in FinancialForce.
SiteFeed	Tables	This is a table representing the SiteFeed entities in FinancialForce.
SiteHistory	Tables	This is a table representing the SiteHistory entities in FinancialForce.
Solution	Tables	This is a table representing the Solution entities in FinancialForce.
SolutionFeed	Tables	This is a table representing the SolutionFeed entities in FinancialForce.
SolutionHistory	Tables	This is a table representing the SolutionHistory entities in FinancialForce.
SolutionStatus	Tables	This is a table representing the SolutionStatus entities in FinancialForce.
StaticResource	Tables	This is a table representing the StaticResource entities in FinancialForce.
Task	Tables	This is a table representing the Task entities in FinancialForce. To retrieve archived tasks, you must explicitly query for records with IsArchived set to True.
TaskFeed	Tables	This is a table representing the TaskFeed entities in FinancialForce.
TaskPriority	Tables	This is a table representing the TaskPriority entities in FinancialForce.
TaskStatus	Tables	This is a table representing the TaskStatus entities in FinancialForce.
Topic	Tables	This is a table representing the Topic entities in FinancialForce.
TopicAssignment	Tables	This is a table representing the TopicAssignment entities in FinancialForce.
TopicFeed	Tables	This is a table representing the TopicFeed entities in FinancialForce.
UndecidedEventRelation	Tables	This is a table representing the UndecidedEventRelation entities in FinancialForce.
User	Tables	This is a table representing the User entities in FinancialForce.
UserFeed	Tables	This is a table representing the UserFeed entities in FinancialForce.
UserLicense	Tables	This is a table representing the UserLicense entities in FinancialForce.
UserLogin	Tables	This is a table representing the UserLogin entities in FinancialForce.
UserPreference	Tables	This is a table representing the UserPreference entities in FinancialForce.
UserProfile	Tables	This is a table representing the UserProfile entities in FinancialForce.
UserRecordAccess	Tables	This is a table representing the UserRecordAccess entities in FinancialForce.
UserRole	Tables	This is a table representing the UserRole entities in FinancialForce.
Vote	Tables	This is a table representing the Vote entities in FinancialForce.
WebLink	Tables	This is a table representing the WebLink entities in FinancialForce.
JobRecordResultsV2	Views	Retrieves a list of records for a specific job.
PickListValues	Views	This table lists picklist values for the specified TableName.
TableRelationships	Views	Lists relationships in the specified table.