Financial Force Credentials

Overview

Financial Force is a unique connection offered by DataBlend. Financial Force establishes a connection via the Salesforce Credential. Simply fill in the Salesforce credential with Financial Force information.

DataBlend Offers Two Ways to Connect:

Connect without Report

Connect with Report

Connection without Report

Field Name	Required/ Optional	Description
Type	Required	Salesforce
Name	Required	Provide a unique name for this credential
Environment	Required	Select Sandbox or Production
Security Token	Required	Enter security token for the specific Financial Force user
Use Report	Optional	Ensure that the Use Report toggle is disabled.
Username	Required	Enter the Financial Force username
Password	Required	Enter the User password

How to Find Security Token?

To find your Financial Force Security Token, click your name at the top of the screen and select My Settings. On the left side of the page, select Personal > Reset My Security Token and click the Reset Security Token button. A security token will be sent to your email in a few minutes. You will need this token to make API calls to Financial Force from your Mule applications.

Connection with Report

Field Name	Required/ Optional	Description
Type	Required	Salesforce
Name	Required	Provide a unique name for this credential
Environment	Required	Select Sandbox or Production
Security Token	Required	Enter security token for the specific Financial Force user
Use Report	Optional	Ensure that the Use Report toggle is enabled.
Client ID	Required	Enter the Cliend ID. This is found within the Financial Force user account.
Client Secret	Required	Enter the Cliend Secret. This is found within the Financial Force user account.
Access Token	Optional	Do not fill. This field will auto-fill upon valid connection.
Refresh Token	Optional	Do not fill. This field will auto-fill upon valid connection.