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:
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?
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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. |