CData Python Connector for Certinia

Build 26.0.9655

CData Python Connector for Certinia

Overview

The CData Python Connector for Certinia allows developers to write Python scripts with connectivity to Certinia. The connector wraps the complexity of accessing Certinia data in an interface commonly used by Python connectors to common database systems.

Key Features

  • WHL installation packages that enable installation with "pip install".
  • Supported for Python 3.10 or newer on Windows, Linux, and macOS.
  • Write and execute SQL queries to fetch and update data in Certinia.
  • Custom dialect class that enables SQLAlchemy 1.3 and 1.4 to use this connector.

Getting Started

See Getting Started to install the connector to your Python distribution and to create a basic connection to Certinia.

Using the Python Connector/Using from Tools

See Using the Connector for examples of executing basic SELECT, INSERT, UPDATE, DELETE, and EXECUTE queries with the module's provided classes.

See Using from Tools to connect Certinia data to tools such as Pandas or Petl.

SQLAlchemy ORM

SQLAlchemy can be leveraged to model the tables in Certinia with mapped classes. See From SQLAlchemy for instructions for configuring the Python connector with SQLAlchemy.

Pandas

Pandas' DataFrames can be used alongside the connector to generate analytical graphics. See From Pandas for a guide.

Schema Discovery

See Schema Discovery to query the provided system tables, which allows users to discover the available tables, views, and stored procedure, alongside additional information about their columns or parameters.

Advanced Features

Advanced Features details additional features supported by the connector, such as defining user defined views, ssl configuration, remoting, caching, firewall/proxy settings, and advanced logging.

SQL Compliance

See SQL Compliance for a syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model for the available database objects. This section also provides more detailed information on querying specific Certinia entities.

Connection String Options

The Connection properties describe the various options that can be used to establish a connection.

CData Python Connector for Certinia

Getting Started

Connecting to Certinia

For information on the available WHL files for supported environments, and how to install the appropriate file for your Python distribution, see Package Installation.

For information on the module to import, and how to configure the necessary connection properties in a connection string, see Establishing a Connection.

Other available connection properties can be used to configure other aspects of the connector capabilities.

Python Version Support

The CData Python Connector for Certinia can be installed and used in Python 3.10 or newer.

Certinia Version Support

The connector requires the Web Services API. The Web Services API is supported natively by Certinia Enterprise, Unlimited, and Developer editions. The Web Services API may be enabled on Professional Edition at an additional cost by contacting Certinia. The connector defaults to version 40.0 of the Certinia API. Later or earlier versions can be specified in the APIVersion property.

See Also

  • Using the Connector: Establish connections and query Certinia through Python code.
  • From SQLAlchemy: Use SQLAlchemy to establish a connection with dialect URL, and interact with Certinia data using mapped classes and Sessions.

CData Python Connector for Certinia

Package Installation

Dependencies

The Python connectors require that Python 3.10 or newer be installed.

Installation

The CData Python Connector for Certinia is available as a WHL file for Windows, Linux, and Mac. Each connector is built using the Python 3.10 Stable ABI (indicated by the abi3 tag in the filename), so a single wheel supports any Python 3.10 or newer installation — there is no need to match your exact Python minor version. Use the "pip install" command with the appropriate WHL file for your platform.

Windows:

pip install cdata_financialforce_connector-26.0.9655-cp310-abi3-win_amd64.whl

Linux:

pip install cdata_financialforce_connector-26.0.9655-cp310-abi3-linux_x86_64.whl

macOS:

pip install cdata_financialforce_connector-26.0.9655-cp310-abi3-macosx_12_0_arm64.whl

The macOS wheel supports arm64 (Apple Silicon) architectures only on macOS 12 and newer.

Regardless of the environment, certain distributions might require that the "pip3 install" command be used instead, to differentiate from a Python 2 distribution that might exist already. After installation, confirm whether the connector is successfully installed by running the "pip list" command. If "cdata_financialforce_connector" is present in the list output by the command, then the installation was successful.

Upgrading

When upgrading, "pip install" does not automatically clean up old JRE files. To avoid leftover files that could cause JVM errors, uninstall the previous version before installing the new one.

Licensing

After the installation is complete, a separate step is needed to activate a license for the connector. Among the CData assets in the distribution's site packages, there is an install-license tool that activates this license. From within the distribution's site-packages folder, after navigating to the "cdata/installlic_financialforce" folder, simply use a command like the below to activate the license. Omitting the <key> argument activates a trial license:

  • Windows:
    ./install-license.exe <key>
  • Linux / Mac:
    ./install-license.sh <key>

Sometimes, file access issues may cause pip to install the connector in a fallback file path that is not the python distribution's main or primary site-packages location. This can make it difficult to find where the connector was installed, and from there, the license activator. In that event, this python script below will print out the full file path of the connector's native file. This file will be stored in the mentioned cdata folder, from which the installlic_financialforce folder is trivial to find:

import os
import cdata.financialforce
path = os.path.abspath(cdata.financialforce.__file__)
print(path)

Uninstallation

If the connector needs to be uninstalled for any reason, do so by running the pip uninstall command, as in the example below:

pip uninstall cdata-financialforce-connector

CData Python Connector for Certinia

Establishing a Connection

The objects available within our connector are accessible from the "cdata.financialforce" module. To use the module's objects directly:

  1. Import the module as follows:
    import cdata.financialforce as mod
  2. To establish a connection string, call the connect() method from the connector object using an appropriate connection string, such as:
    mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")

Connecting to Certinia APIs

By default, the connector connects to production environments. Set UseSandbox to true to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

Authenticating to Certinia

The following authentication methods available for connecting to Certinia:

  • login credentials
  • SSO
  • OAuth

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:

  1. Log in to FinancialForce and enter Network Access in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on FinancialForce.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

OAuth

In all OAuth flows, you must set AuthScheme to OAuth. The following sections assume that you have done so.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating an Entra ID (Azure AD) Application for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • OAuthClientId: (custom applications only) Set this to the client Id in your application settings.
  • OAuthClientSecret: (custom applications only) Set this to the client secret in your application settings.
  • CallbackURL: Set this to the Redirect URL in your application settings.

When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

  1. Extracts the access token from the callback URL and authenticates requests.
  2. Obtains a new access token when the old one expires.
  3. Saves OAuth values in OAuthSettingsLocation that persist across connections.

Web Applications

When connecting via a Web application, Get an OAuth Access Token

Set one of the following connection properties groups depending on the authentication type to obtain the OAuthAccessToken:

  1. Authenticating using a Client Secret
  2. Authenticating using a Certificate

You can then call stored procedures to complete the OAuth exchange:

  1. Call the GetOAuthAuthorizationUrl stored procedure. Set the AuthMode input to WEB and set the CallbackURL input to the Redirect URI you specified in your app settings. If necessary, set the Permissions parameter to request custom permissions.

    The stored procedure returns the URL to the OAuth endpoint.

  2. Open the URL, log in, and authorize the application. You are redirected back to the callback URL.
  3. Call the GetOAuthAccessToken stored procedure. Set the AuthMode input to WEB. Set the Verifier input to the "code" parameter in the query string of the callback URL. If necessary, set the Permissions parameter to request custom permissions.

To connect to data, set the OAuthAccessToken connection property to the access token returned by the stored procedure. When the access token expires after ExpiresIn seconds, call GetOAuthAccessToken again to obtain a new access token.

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

  1. Choose one of these two options:

    • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
    • Option 2: Install the connector on another machine and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.

  2. Then configure the connector to automatically refresh the access token from the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL.

Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.

  1. Choose one of these options:

    • If you are using the Embedded OAuth Application click Certinia OAuth endpoint to open the endpoint in your browser.
    • If you are using a custom OAuth application, create the Authorization URL by setting the following properties: Then call the GetOAuthAuthorizationUrl stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.

  2. Log in and grant permissions to the connector. You are then redirected to the callback URL, which contains the verifier code.
  3. Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.
Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens. Set the following properties:

On the headless machine, set the following connection properties to obtain the OAuth authentication values:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthVerifier: Set this to the verifier code.
  • OAuthClientId: (custom applications only) Set this to the client Id in your custom OAuth application settings.
  • OAuthClientSecret: (custom applications only) Set this to the client secret in the custom OAuth application settings.
  • OAuthSettingsLocation: Set this to the location of the file where the driver saves the OAuth token values that persist across connections.

After the OAuth settings file is generated, you need to re-set the following properties to connect:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location containing the encrypted OAuth authentication values. Make sure this location grants read and write permissions to the connector to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

Prior to connecting on a headless machine, you need to create and install a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the location specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Once you have successfully tested the connection, copy the OAuth settings file to your headless machine.

On the headless machine, set the following connection properties to connect to data:

  • InitiateOAuth: Set this to REFRESH.
  • OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
  • OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
  • OAuthSettingsLocation: Set this to the location of your OAuth settings file. Make sure this location gives read and write permissions to the connector to enable the automatic refreshing of the access token.

OAuth Password Grant

Follow these steps to set up the Password Grant option:

  1. Set the AuthScheme to OAuthPassword to perform authentication with the password grant type.
  2. Set all the properties specified in either the web or desktop authentication sections above.
  3. Set the User and Password to your login credentials, as well as the SecurityToken if required.

Azure AD

This configuration requires two separate Azure AD applications:

  • The "Certinia" application used for single sign-on, and
  • A custom OAuth application with user_impersonation permission on the "Certinia" application. (See Creating a Custom OAuth App.)

To connect to Azure AD, set the AuthScheme to AzureAD, and set these properties:

  • SSOExchangeURL: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.
  • OAuthClientId: The application Id of the connector application, listed in the Overview section of the app registration.
  • OAuthClientSecret: The client secret value of the connector application. Azure AD displays this when you create a new client secret.
  • CallbackURL: The redirect URI of the connector application. For example: https://localhost:33333.
  • InitiateOAuth: Set this to GETANDREFRESH.

To authenticate to Azure AD, set these SSOProperties:

  • Resource: The application Id URI of the Certinia application, listed in the app registration's Overview section. In most cases this is the URL of your custom Certinia domain.
  • AzureTenant: The Id of the Azure AD tenant where the applications are registered.

Example connection string:

AuthScheme=AzureAD;InitiateOAuth=GETANDREFRESH;OAuthClientId=3ea1c786-d527-4399-8c3b-2e3696ae4b48;OauthClientSecret=xxx;CallbackUrl=https://localhost:33333;SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;SSOProperties='Resource=https://example.my.salesforce.com;AzureTenant=6ee709df-9de0-4cdf-10e6b7a51d95;AzureTenant=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx';

Okta

To connect to Okta, set these properties:

  • AuthScheme: Okta.
  • User: The authentiating Okta user.
  • Password: The password of the authenticating Okta user.
  • SSOLoginURL: The SSO provider's login URL.
  • SSOExchangeURL: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.

If you are either using a trusted application or proxy that overrides the Okta client request OR configuring MFA, you must use combinations of SSOProperties to authenticate using Okta. Set any of the following, as applicable:

  • APIToken: When authenticating a user via a trusted application or proxy that overrides the Okta client request context, set this to the API Token the customer created from the Okta organization.
  • MFAType: If you have configured the MFA flow, set this to one of the following supported types: OktaVerify, Email, or SMS.
  • MFAPassCode: If you have configured the MFA flow, set this to a valid passcode.
    If you set this to empty or an invalid value, the connector issues a one-time password challenge to your device or email. After the passcode is received, reopen the connection where the retrieved one-time password value is set to the MFAPassCode connection property.
  • MFARememberDevice: True by default. Okta supports remembering devices when MFA is required. If remembering devices is allowed according to the configured authentication policies, the connector sends a device token to extend MFA authentication lifetime. If you do not want MFA to be remembered, set this variable to False.

Example connection string:

AuthScheme=Okta;SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46';User=oktaUserName;Password=oktaPassword;SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;

OneLogin

To connect to OneLogin, set the AuthScheme to OneLogin, and set these properties:

  • User: The OneLogin user.
  • Password: The OneLogin user's password.
  • SSOExchangeURL: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.

To authenticate to OneLogin, set these SSOProperties:

  • OAuthClientId: The OAuthClientId, which can be obtained by selecting Developers > API Credentials > Credential > ClientId.
  • OAuthClientSecret: The OAuthClientSecret, which can be obtained by selecting Developers > API Credentials > Credential > ClientSecret.
  • Subdomain: The subdomain of the OneLogin user accessing the SSO application. For example, if your OneLogin URL is splinkly.onelogin.com, splinkly is the subdomain value.
  • AppId: The Id of the SSO application.
  • Region (optional): The region your OneLogin account resides in. Legal values are US (default) or EU.

The following example connection string uses an API key to connect to OneLogin:

AuthScheme=OneLogin;User=OneLoginUserName;Password=OneLoginPassword;SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;SSOProperties='OAuthClientID=3fc8394584f153ce3b7924d9cd4f686443a52b;OAuthClientSecret=ca9257fd5cc3277abb5818cea28c06fe9b3b285d73d06;Subdomain=OneLoginSubDomain;AppId=1433920';

PingFederate

To connect to PingFederate, set these properties:

  • AuthScheme: PingFederate.
  • User: The authenticating PingFederate user.
  • Password: The authenticating user's PingFederate password.
  • SSOLoginURL: The SSO provider's login URL.
  • AWSRoleARN (optional): If you have multiple role ARNs, specify the one you want to use for authorization.
  • AWSPrincipalARN (optional): If you have multiple principal ARNs, specify the one you want to use for authorization.
  • SSOExchangeURL: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.
  • SSOProperties (optional): If you want to include your username and password as an authorization header in requests to Amazon S3, set this to Authscheme=Basic.

To enable mutual SSL authentication for SSOLoginURL, the WS-Trust STS endpoint, configure these SSOProperties:

Example connection string:

authScheme=pingfederate;SSOLoginURL=https://mycustomserver.com:9033/idp/sts.wst;SSOExchangeUrl=https://us-east-1.signin.aws.amazon.com/platform/saml/acs/764ef411-xxxxxx;user=admin;password=PassValue;AWSPrincipalARN=arn:aws:iam::215338515180:saml-provider/pingFederate;AWSRoleArn=arn:aws:iam::215338515180:role/SSOTest2;

ADFS

To connect to ADFS, set these properties:

  • AuthScheme: ADFS.
  • User: The authenticating ADFS user.
  • Password: The password of the authenticating ADFS user.
  • SSOLoginURL: The SSO provider's login URL.
  • SSOExchangeURL: The Salesforce OAuth 2.0 token endpoint for the identity provider. This can be found in the Salesforce account settings by navigating to Administration Setup > Security Controls > SAML Single Sign-On Settings and then choosing the desired organization.

To authenticate to ADFS, set these SSOProperties:

  • RelyingParty: The value of the ADFS server's Relying Party Identifier.

Example connection string:

AuthScheme=ADFS;User=username;Password=password;SSOLoginURL='https://sts.company.com';SSOExchangeUrl=https://domain.my.salesforce.com/services/oauth2/token?so=00D3000006JDF;SSOProperties='RelyingParty=https://saml.salesforce.com';

ADFS Integrated

The ADFS Integrated flow indicates you are connecting with the user credentials of the currently logged in Windows user. To use the ADFS Integrated flow, do not specify the User and Password, but otherwise follow the same steps noted above under ADFS.

CData Python Connector for Certinia

Configuring JNI

Java Native Interface (JNI) is a standard programming interface for writing Java native methods and embedding the Java virtual machine into native applications.

The connector leverages the JNI for improved performance on Mac and Linux.

Configure the Config INI File

The Linux and Mac editions of the Certinia python connector are configured with an ini file. This file is used to set several parameters, including JNI behavior. This file is to be located in:

{path_to_distribution_site-packages}/cdata/config.ini

Ensure that any configuration properties you set in the ini file fall under the following section name (adjust the 311 number if you are using an different python version from 3.11):

  • For Linux:
    [financialforce.cpython-311-x86_64-linux-gnu.so]
  • For Mac:
    [financialforce.cpython-311-darwin.so]

Configure the JNI connector's behavior by editing the properties in the connector's config.ini file. The connector can be configured as follows:

  • LOGFILE: Set this the same way as the CDATA_LOGFILE envrionment variable below.
  • JAVA_HOME: Configure the path to the JVM library location used to launch the JVM.
  • CLASS_PATH: Use a colon-separated list to configure the paths to the third-party jar libraries.

Configure Environment Variables

Additionally, set the following environment variables:

  • CDATA_JAVA_HOME: Configure the path to the JVM library location used to launch the JVM.
  • CDATA_JVM_OPTIONS: Place JVM options here.
  • CDATA_LOGFILE: Set this in the following scheme: <SCHEME>://<TAG>[|<LEVEL>]

    • SCHEME: The options are STDOUT, FILE.
      • STDOUT: Both the native wrapper and odbc core log into stdout. The Logfile and Verbosity properties can override the behavior of ODBC core.
      • FILE: The native wrapper logs into <FILENAME> while the odbc core logs into <FILENAME>.driver.log. The Logfile and Verbosity properties can override the behavior of ODBC core.
    • TAG
      • For STDOUT, set this to 1. For FILE, set this to the filename.
    • LEVEL
      • Set to one of: FATAL | ERROR | WARNING | INFO | DEBUG

The following are some examples of this syntax:

  • STDOUT://1|DEBUG
  • FILE:///tmp/my_py.log|DEBUG

Custom Logger

The Python connector supports a custom logging mechanism for redirecting log output to any destination, such as a cloud storage service or logging framework. Use setCustomLoggerFactory() to register a factory function that creates a logger instance for each connection.

The factory function receives the context string from the Logfile connection property (the portion after CUSTOM://) and must return an object with a writeLog(verbosity, message) method.

To enable custom logging:

  1. Call setCustomLoggerFactory() with your factory function before opening connections.
  2. Set Logfile to CUSTOM:// followed by a context string to identify the connection.
  3. Set Verbosity to the desired log level.

The following example demonstrates a custom logger factory that creates a separate logger instance per connection:

import cdata.financialforce as mod
import time

class MyLogger:
    def __init__(self, loggerId):
        self.loggerId = loggerId
    def writeLog(self, verbosity, message):
        print("[MyLogger " + self.loggerId + "] " + message)

def createLogger(context):
    return MyLogger(context[len("MyLoggerId="):])

mod.setCustomLoggerFactory(createLogger)

conn1 = mod.connect("...;Logfile=CUSTOM://MyLoggerId=1;Verbosity=2;")
# do something with conn1
time.sleep(1)  # Wait for logs to flush from conn1

conn2 = mod.connect("...;Logfile=CUSTOM://MyLoggerId=2;Verbosity=2;")
# do something with conn2
time.sleep(1)  # Wait for logs to flush from conn2

CData Python Connector for Certinia

Creating a Custom OAuth App

When To Create a Custom OAuth Application

If you do not have access to the user name and password or do not wish to require them, you can use OAuth authentication. Certinia uses the OAuth authentication standard, which requires the authenticating user to interact with Certinia via the browser. CData embeds OAuth Application Credentials with CData branding that can be used when connecting via a desktop application or headless machines. Web applications require a custom OAuth application.

You may choose to use your own OAuth Application Credentials (as opposed to using the embedded application) when you want to

  • control branding of the Authentication Dialog
  • control the redirect URI that the application redirects the user to after the user authenticates
  • customize the permissions that you are requesting from the user

Create a Connected App

To obtain the OAuth client credentials, consumer key, and consumer secret:

  1. Log in to FinancialForce.com.
  2. From Setup, enter Apps in the Quick Find box and then click the link to create an application. In the Connected Apps section of the resulting page, click New.
  3. Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
  4. Click Enable OAuth Settings and enter a value in the Callback URL box. If you are making a desktop application, set the Callback URL to http://localhost:33333 or a different port number of your choice. If you are making a web application, set the Callback URL to a page on your Web application you want the user to be returned to after they have authorized your application.
  5. Select the scope of permissions that your application should request from the user.
  6. Click your application name to open a page with information about your application. The OAuth client credentials, the consumer key, and consumer secret are displayed.

CData Python Connector for Certinia

Changelog

General Changes

DateVersionSourceCategoryTypeDescription
2026-05-2726.0.9643GeneralConnectionRemoved
  • Removed the deprecated ReplaceInvalidTypesWithNull connection property. Use the ReplaceInvalidValuesWithNull property instead.
2026-05-2226.0.9638PythonRemoved
  • Remove support for Intel x64 architecture on macOS
2026-05-0726.0.9623GeneralData ModelAdded
  • Added the ColumnCapabilities column to the sys_tablecolumns system table. This column is a bit mask denoting the column's write capabilities.
2026-05-0726.0.9623PythonChanged
  • Updated embedded JRE to jre-17.0.19+10 (Linux x64 / MacOs x64).
2026-04-2126.0.9607CertiniaData ModelAdded
  • Added the ConvertLeads aggregate input to the ConvertLead stored procedure for batch lead conversions using a JSON array or temp table.
  • Added the LinkedObjectId input to the UploadContentDocument stored procedure. If specified, this input links the uploaded file to a Salesforce object.
  • The UploadAttachment, UploadDocument, UploadContentDocument, and ConvertLead stored procedures now return error details in the output when individual operations fail.
2026-04-2126.0.9607CertiniaData ModelChanged
  • In the UploadAttachment stored procedure, renamed the AttachmentTempTable input to Attachments.
  • In the UploadDocument stored procedure, renamed the DocumentTempTable input to Documents.
  • In the UploadContentDocument stored procedure, renamed the ContentDocumentTempTable input to ContentDocuments.
2026-04-2126.0.9607CertiniaData ModelRemoved
  • The indexed parameter convention (for example, ObjectId#0, FileName#1) has been removed from stored procedures. Use a JSON aggregate or temp table input instead.
  • Removed the LightningMode input from the UploadAttachment stored procedure. To upload an attachment in Lightning mode, use the UploadContentDocument stored procedure.
2026-04-1526.0.9601GeneralQuery ExecChanged
  • String comparisons using GREATER, LESS, and CONTAINS operators are now case-insensitive by default.
2026-01-1325.0.9509GeneralAdded
  • Added support for the REGEXP_REPLACE() string function.
2025-12-2125.0.9486PythonAdded
  • Added support for custom loggers in Python connectors on Linux and macOS.
2025-12-0525.0.9470GeneralAdded
  • Added support for the INSERT INTO SELECT statement, with driver-side execution for providers that do not support the operation natively.
2025-10-3025.0.9434PythonChanged
  • Updated embedded JRE to jre-17.0.17+10 (Linux x64 / MacOs x64).
2025-10-2425.0.9428CertiniaChanged
  • Changed queries such as: SELECT TableA.a, TableB.a FROM TableA INNER JOIN TableB where multiple columns have the same name, so that the columns now retain the same name in the result set. They can be differentiated by using their positional index. We recommend setting aliases for the columns for differentiation at a glance.
2025-10-0625.0.9410GeneralAdded
  • Support for parsing datetime formats using ".S" and ",S" for milliseconds and nanoseconds.
2025-09-1225.0.9386GeneralAdded
  • Added the IsInsertable, IsUpdateable, and IsDeleteable columns to the sys_tables table.
2025-09-1125.0.9385CertiniaAdded
  • Added the following columns to sys_tablecolumns: IsTimeCheckColumn, CanOrderTimeCheckColumn, DefaultedOnCreate, and IsCalculated.
  • Added a new output parameter, ErrorMessage, in the GetJobInfoV2 stored procedure.
  • Added a new output parameter, PKCEVerifier, in both the GetOAuthAccessToken and GetAuthorizationUrl stored procedures.
  • Added a new column, Error, to the JobRecordResultsV2 view.
  • Added the following new connection properties:
    • BulkQueryTimeout
    • BulkUploadLimit
    • IncludeItemURL
    • NullBooleanBehaviour
    • RemovePrivateChar
    • ReportExactPicklistLength
  • Added two new stored procedures: QueryParallelResultsV2 and GetBatchRecords.
2025-09-1025.0.9384GeneralChanged
  • All columns in statically defined Views are now reported as read-only.
2025-09-0325.0.9377GeneralChanged
  • Corrected the behavior when IN criteria with NULL values are used in the projection part. It now returns NULL instead of 0. For example, "NULL IN (1,2)" returns "NULL".
2025-09-0125.0.9375GeneralAdded
  • Added support for using the CAST function with infinity values. This function can cast "inf" and "-inf" to DOUBLE, FLOAT, or REAL.
2025-08-2125.0.9364GeneralChanged
  • Report behavior change:
    • Fixed inconsistent string value comparisons in non-table queries.
    • For example, "SELECT 'A' = 'a'" previously returned false, but it now returns true.
2025-08-1525.0.9358CertiniaAdded
  • Added the Scope connection property.
2025-08-1325.0.9356GeneralChanged
  • Changed the maximum number of pages held in memory from 15 to 5 for the page providers to decrease heap usage.
2025-07-1825.0.9330CertiniaRemoved
  • Removed the OAuthGrantType property. The grant type is now set implicitly through the 'AuthScheme' property. For example, you can use the 'OAuthPassword' AuthScheme instead of AuthScheme=OAuth with OAuthGrantType=Password.
2025-07-0725.0.9319PythonRemoved
  • Removed the 32-bit version of Windows Python.
2025-07-0225.0.9314PythonRemoved
  • Removed support for Python 3.9.
2025-06-2525.0.9307GeneralRemoved
  • Removed the "ADLS Gen 1" value from the ConnectionType property.
2025-06-2525.0.9307PythonAdded
  • Added support for Python 3.13 in Windows, Linux, and Mac editions.
2025-06-2525.0.9307PythonRemoved
  • Removed support for Python 3.8 as it is no longer supported.
2025-06-2025.0.9302GeneralAdded
  • Created the following functions:
    • TEXT_ENCODE: encodes a string into a different charset (UTF8 → UTF7 and returns a binary array as the result).
    • TEXT_DECODE: takes a binary array and decodes it back into a string when provided the charset.
    • BASE64_ENCODE: takes a binary array and encodes it as a base64 string (varchar).
    • BASE64_DECODE: takes a base 64-encoded string and decodes it into a binary array.
2025-06-1825.0.9300GeneralChanged
  • The internal code for exception handling has been refactored. Exception messages returned during certain error conditions may now have different wording or formatting.
2025-05-2725.0.9278GeneralRemoved
  • Removed the "Proprietary" enum option from ProxyAuthscheme.
2025-05-1225.0.9263PythonChanged
  • Updated embedded JRE to jre-17.0.15+6 (Linux x64 / MacOS x64) and jre-17.0.15+6 (MacOS aarch64).
2025-02-1524.0.9177GeneralAdded
  • Added support for converting unsigned integer types to the nearest signed data type that has enough precision to hold the unsigned value.This is done for JDBC only because it does not have support for unsigned data types.
2024-12-1224.0.9112CertiniaAdded
  • Added the BulkAPIVersion connection property. This property controls the version of the Bulk API used by the driver. The default is v1.
  • Added support for the Ingest API v2. To use this API, set BulkAPIVersion to v2.
2024-12-1224.0.9112CertiniaChanged
  • The default version of the FinancialForce API used by the driver (set in the APIVersion connection property) has changed from 61.0 to 62.0.
2024-11-2724.0.9097GeneralAdded
  • Added ThreadId to LogModule output. Logfile lines now include the Thread ID associated with the action being performed.
2024-09-0624.0.9015CertiniaChanged
  • Changed the default API version to 61.
2024-06-0524.0.8922PythonAdded
  • Added support for Python 3.12.
2024-05-0924.0.8895GeneralChanged
  • The ROUND function previously did not accept negative precision values. That feature has now been restored.
2024-03-2823.0.8853CertiniaAdded
  • Added a new stored procedure, CreateCustomField, which enables the creation of new custom field components within an organization.
2024-03-2023.0.8845CertiniaAdded
  • Added two new stored procedures GetJobInfoV2 and QueryResultsV2.
2024-03-1523.0.8840GeneralAdded
  • Created a new SQL function called STRING_COMPARE that provides java's String.compare() ability to SQL queries. Returns a number representative of the compared value of two strings
2024-02-2923.0.8825CertiniaAdded
  • FileStream input was added for the DownloadAttachment and DownloadDocument stored procedures, it can be used to download the content into an input stream.
  • Content was added for UploadAttachment, UploadContentDocument and UploadDocument stored procedures, it can be used to upload the content from a stream.
2024-02-1523.0.8811CertiniaAdded
  • Added support for the 'QueryMode' input in the QueryBatch stored procedure. This feature enables users to execute either a SQL or SOQL query using this stored procedure.
2024-01-2423.0.8789CertiniaAdded
  • Added support for OAuthPKCE (Authorization Code Flow with Proof Key for Code Exchange).
  • Added the IsUpdateable, IsCreateable columns in sys_tablecolumns table which indicate whether the fields can be edited/created.
  • Added support for IncludeReports property, which indicates if salesforce reports should be exposed as views.
  • Added support for IsReport column in sys_tables table which indicates if a view is a Salesforce report.
  • Added the InLineHelpText column in sys_tablecolumns table which outputs the user-defined help text information for each of the fields.
  • Added support for FileId, Success, and FailureMessage outputs in the download stored procedures. These outputs are helpful in showing the status of each download in multi-file downloads.
  • Added support for the 'EmptyValueBehavior' hidden connection property which takes two values: 'ConvertEmptyStringsToNull' and 'IgnoreEmptyValue'. The property impacts CUD statements when UseBulkAPI = true.'ConvertEmptyStringsToNull' is the default behavior which updates/creates a field value to NULL if the user has specified an empty string or NULL value, while 'IgnoreEmptyValue' will consider empty string values and NULL as no change made to the field's value.
  • Added support for RemoveBOMCharacter hidden connection property which if set to true, is used to remove the BOM character from the content.
  • Added the IsQueryable column in sys_tables table which is useful to differentiate queryable objects when the ExposeNonQueryable connection property is set to true.
2024-01-2423.0.8789CertiniaRemoved
  • The 'CreateReportSchema' and 'GetCustomReport' stored procedures have been removed and cannot longer be used.
  • Removed the ContentType input of the GetBatchResults stored procedure. The driver automatically resolves the content type.
  • Removed the SOQL input of the CreateSchema stored procedure. Instead, for running SOQL queries directly, the QueryPassthrough connection property should be set to true.
2024-01-2423.0.8789CertiniaReplacements
  • We have changed and improved support for querying Salesforce reports. The 'CreateReportSchema' and 'GetCustomReport' stored procedures have been removed and cannot longer be used. To query Salesforce reports set the IncludeReports property to true and query the reports as normal tables. The new feature supports additional report types such as SUMMARY, MATRIX reports.
2024-01-2423.0.8789CertiniaChanged
  • Changed the default Salesforce API Version to 58.
  • The BulkPageSize connection property has been marked as hidden. To continue using this property, you should append it to the Other connection property
2024-01-2223.0.8787CertiniaAdded
  • Added the 'QueryBatchId' and 'QueryJobId' outputs in the QueryBatch stored procedure.
2024-01-2223.0.8787CertiniaRemoved
  • The 'Id' output corresponding to the batch ID in the QueryBatch stored procedure has been removed. To get the id of the batch use the new 'QueryBatchId' output instead.
  • Removed the SOQL input of the CreateSchema stored procedure. Instead, for running SOQL queries directly, the QueryPassthrough connection property should be set to true.
  • Removed the ContentType input of the GetBatchResults stored procedure. The driver automatically resolves the content type.
2023-11-2923.0.8733GeneralChanged
  • The ROUND function doesn't accept the negative precision values anymore.
2023-11-2923.0.8733GeneralChanged
  • The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
  • The return type of the ABS function will be consistent with the parameter value type.
2023-11-2823.0.8732GeneralAdded
  • Added the HMACSHA256 formatter to allow for secrets to be decoded if it is in base64 format
2023-08-2923.0.8641PythonAdded
  • Added support for SQLAlchemy 2.0.
2023-06-2023.0.8571GeneralAdded
  • Added the new sys_lastresultinfo system table.
2023-05-1923.0.8539PythonAdded
  • Added support for Python 3.11 on Windows, Linux and Mac.
2023-05-1623.0.8536PythonRemoved
  • Removed support for Python 3.7 on Windows and Linux
2023-04-2523.0.8515GeneralRemoved
  • Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
2022-12-1422.0.8383GeneralChanged
  • Added the Default column to the sys_procedureparameters table.
2022-12-0922.0.8378CertiniaRemoved
  • Removed the OutputFolder parameter for the CreateReportSchema stored procedure. The Location connection property must be used to set the output directory for writing schemas to a file.
2022-12-0922.0.8378CertiniaAdded
  • Added the WriteToFile parameter for the CreateReportSchema and CreateSchema stored procedures. It defaults to true and specifies whether to write the contents of the generated schema to a file or not. Set it to false to write the schema to FileStream or FileData.
2022-11-1522.0.8354PythonChanged
  • Updated embedded JRE to jre8u345-b01(Linux x64 / MacOS x64) and jre-17.0.5+8(MacOS aarch64).
2022-09-3022.0.8308GeneralChanged
  • Added the IsPath column to the sys_procedureparameters table.
2022-05-1922.0.8174CertiniaDeprecated
  • The OAuthGrantType connection property has been deprecated.
2022-05-1922.0.8174CertiniaReplacements
  • The AuthScheme connection property will be used as a replacement for OAuthGrantType. Its new option OAuthPassword replaces OAuthGrantType=PASSWORD while OAuth replaces OAuthGrantType=CODE.
2022-05-1822.0.8173PythonAdded
  • Added support for Python 3.10 on Windows, Linux, and Mac
  • Added support for Python 3.9 on Mac
  • Added support for Mac M1
2022-05-1822.0.8173PythonRemoved
  • Removed support for Python 3.6 on Windows and Linux
2021-09-0221.0.7915GeneralAdded
  • Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
2021-08-0721.0.7889GeneralChanged
  • Added the KeySeq column to the sys_foreignkeys table.
2021-08-0621.0.7888GeneralChanged
  • Added the new sys_primarykeys system table.
2021-07-2321.0.7874GeneralChanged
  • Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
  • As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
2021-04-2521.0.7785GeneralAdded
  • Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
2021-04-2321.0.7783GeneralChanged
  • Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
2021-04-1621.0.7776GeneralAdded
  • Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
2021-04-1621.0.7776GeneralChanged
  • Reduced the length to 255 for varchar primary key and foreign key columns.
2021-04-1621.0.7776GeneralChanged
  • Updated implicit and metadata caching to improve performance and support for multiple connections. Old metadata caches are not compatible - you need to generate new metadata caches if you are currently using CacheMetadata.
2021-04-1621.0.7776GeneralChanged
  • Updated index naming convention to avoid duplicates.
2021-04-1321.0.7773CertiniaChanged
  • The OneLogin method we used previously has been deprecated by OneLogin. We have updated our design to use the latest version of the OneLogin API, which now requires a separate OAuthClientId and OAuthClientSecret associated with your OneLogin app to be passed in through SSOProperties. The APIKey that was formerly passed in through SSOProperties for OneLogin is removed.
  • OneLogin also no longer uses SSOLoginURL. Instead, Subdomain and AppId should be specified inside the SSOProperties.
2021-03-3121.0.7760CertiniaDeprecated
  • IdpURL, AppEmbedLink, OktaAppEmbedLink, OktaDomain, IdpSystemPassword, SSOUser, SSOPassword, IdPPassword, IdpSystemUserName, IdpUser, OneLoginAPIKey, OktaApiToken, IdpSystemScheme, IdPSystemSSLClientCert, IdPSystemSSLClientCertType, IdPSystemSSLClientCertSubject, IdPSystemSSLClientCertPassword, and SSOTokenURL are deprecated.
2021-03-3121.0.7760CertiniaReplacements
  • Deprecated the SSOTokenURL connection property. Instead SSOExchangeTokenURL should be used to specify the endpoint for exchanging SAML token with an oauth token.
  • IdpURL is replaced by SSOLoginURL.
  • The OktaDomain longer needs to be specified for any SSO connections as it can be extracted from SSOLoginURL.
  • SSOLoginURL replaces OktaAppEmbedLink and AppEmbedLink as it is more generic and applicable to other SSO providers.
  • SSOUser, SSOPassword, IdpUser, IdpPassword, IdpSystemUserName, IdpSystemPassword are replaced with the User / Password connection properties.
  • OneLoginAPIKey and OktaApiToken are replaced by APIToken.
  • IdPSystemSSLClientCert, IdPSystemSSLClientCertType, IdPSystemSSLClientCertSubject, IdPSystemSSLClientCertPassword are replaced with the standard SSL cert connection properties.

CData Python Connector for Certinia

Using the Connector

This section provides a walk-through for writing Certinia data access code in Python script.

For more information on the available data source entities and how to query them with SQL, see Data Model. For the SQL syntax, see SQL Compliance.

Connecting from Code

For information on how to deploy the connector and configure the connection to Certinia, see Package Installation and Establishing a Connection.

For information on how to connect with the financialforce.connector module and its related classes, see Connecting.

Executing SQL

The connection's cursor object is used to directly execute SQL queries. For information on how to execute SELECT statements and process the returned result sets, see Querying Data. For information on to modify the data in Certinia with INSERT, UPDATE, and DELETE statements, see Modifying Data .

Executing Stored Procedures

You can call stored procedures by using the EXECUTE statement. For further information, see Calling Stored Procedures.

Batch Processing

For information about how to modify several rows of Certinia data at once using parameterized INSERT, UPDATE, and DELETE statements, see Batch Processing.

CData Python Connector for Certinia

Connecting

Connecting with the cdata.financialforce Module:

The connector's module is used directly to establish a connection with the data source. It does this by using a connection string as its argument. For example:
import cdata.financialforce as mod
conn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")

Once the connection is created, you can use it to execute subsequent SQL queries.

CData Python Connector for Certinia

Querying Data

After connecting as described in Connecting, you can use the open connection to execute SQL statements.

Executing Queries

To execute SQL statements that return data, use the execute() method. Once a query is executed, the result set is fetched from the cursor. This result set can then be iterated over to process the records individually.

For example:

cur = conn.execute("SELECT BillingState, Name FROM Account")
rs = cur.fetchall()
for row in rs:
	print(row)

Parameterized Queries

Various Python collections, such as arrays and tuples, can act as additional arguments for the execute() method. This enables you to parameterize the queries executed and help to prevent SQL Injection.

For example:

cmd = "SELECT BillingState, Name FROM Account WHERE Industry = ?"
params = ["Floppy Disks"]
cur = conn.execute(cmd, params)
rs = cur.fetchall()
for row in rs:
	print(row)

CData Python Connector for Certinia

Modifying Data

The connection is also used to issue INSERT, UPDATE, and DELETE commands to the data source. Parameters can be used with these statements if desired.

Note that the connector does not support transactions. As with normal write operations, all SQL statements executed by this connector affect the data source immediately. Call the connection's commit() method following the execution.

Insert

The following example adds a new record to the table:
cmd = "INSERT INTO Account (BillingState, Name) VALUES (?, ?)"
params = ["Jon Doe", "John"]
cur = conn.execute(cmd, params)
print("Records affected: ", cur.rowcount)

Update

The following example modifies an existing record in the table:
cmd = "UPDATE Account SET Name = ? WHERE Id = ?"
params = ["John", "1045625d-99ee-e011-a272-00155d01ad6b"]
cur = conn.execute(cmd, params)
print("Records affected: ", cur.rowcount)

Delete

The following example removes an existing record from the table:

cmd = "DELETE FROM Account WHERE Id = ?"
params = ["1045625d-99ee-e011-a272-00155d01ad6b"]
cur = conn.execute(cmd, params)
print("Records affected: ", cur.rowcount)

CData Python Connector for Certinia

Calling Stored Procedures

You can execute stored procedures using either the execute() or callproc() method of the connection.

Calling Stored Procedures Using Execute()

When you call stored procedures by issuing EXECUTE commands, the stored procedure arguments are parameterized. For example:
cmd = "EXECUTE CreateJob Action = ?"
params = ["Insert"]
conn.execute(cmd, params)

Calling Stored Procedures Using Callproc()

When you call stored procedured by issuing the callproc() method, the stored procedure arguments are a procedure name and a list of parameters. For example:
cur = conn.cursor()
params = ["Insert"]
cur.callproc("CreateJob", params)

CData Python Connector for Certinia

Batch Processing

This Python connector also supports writing to the data source via batch processing, using the cursor object's executemany() method. This requires both a SQL statement string and a data frame of values that act as a series of parameters for executing the SQL statement.

Note that the connector does not support transactions. As with normal write operations, all SQL statements executed by this connector affect the data source immediately. Call the connection's commit() method following the execution.

Insert

The following example adds new records to the table:
cur = conn.cursor()
cmd = "INSERT INTO Account (BillingState, Name) VALUES (?, ?)"
params = [["Jon Doe", "John"], ["Jon Doe", "John"]]
cur.executemany(cmd, params)
print("Records affected: ", cur.rowcount)

Update

The following example modifies existing records in the table:
cur = conn.cursor()
cmd = "UPDATE Account SET Name = ? WHERE Id = ?"
params = [["John", "1045625d-99ee-e011-a272-00155d01ad6b"], ["John", "1045625d-99ee-e011-a272-00155d01ad6b"]]
cur.executemany(cmd, params)
print("Records affected: ", cur.rowcount)

Delete

The following example removes existing records from the table:
cur = conn.cursor()
cmd = "DELETE FROM Account WHERE Id = ?"
params = [["1045625d-99ee-e011-a272-00155d01ad6b"], ["1045625d-99ee-e011-a272-00155d01ad6b"]]
cur.executemany(cmd, params)
print("Records affected: ", cur.rowcount)

CData Python Connector for Certinia

Using from Tools

The connector is integrated with other tools and packages within Python.

Python Integration Guides

The following sections show how to create and use connections with the connector in common packages in Python:

Complete List of Certinia Integration Quickstarts

For information on connecting from other applications, see Certinia integration guides.

CData Python Connector for Certinia

From SQLAlchemy

The CData Python Connector for Certinia includes a Dialect class that enables integration with SQLAlchemy. Bear in mind that several aspects of connector functionality are not currently supported in SQLAlchemy 2.0 or above. If necessary, downgrade SQLAlchemy to version 1.4 or 1.3 before using this connector.

The following sections detail various aspects of this integration:

Connecting From SQLAlchemy

To construct a URL with which SQLAlchemy loads and uses the appropriate connector automatically, see Connecting

Reflecting Metadata With SQLAlchemy

To learn how to model Certinia tables with mapped classes, see Reflecting Metadata.

Querying Data From SQLAlchemy

To learn how to use mapped classes to query the associated tables, see Querying Data.

Modifying Data From SQLAlchemy

The connector provides INSERT/UPDATE/DELETE functionality in SQLAlchemy. To learn how to call the session's execute() method to affect the data in the data source, see Modifying Data.

CData Python Connector for Certinia

Connecting

Connecting With a Dialect URL

Establishing a connection using SQLAlchemy requires a specific URL format. For this connector, you can create the engine using either of the following URL formats:

Format 1


from sqlalchemy import create_engine
engine = create_engine("financialforce:///?User=myUser;Password=myPassword;Security Token=myToken;")

Format 2


from sqlalchemy import create_engine
engine = create_engine("financialforce://User:Password@/?SecurityToken=MySecurityToken;")

For SQLAlchemy 2.0, the dialect name is financialforce_2. To establish a connection, use the following URL format:

from sqlalchemy import create_engine
engine = create_engine("financialforce_2:///?User=myUser;Password=myPassword;Security Token=myToken;")

CData Python Connector for Certinia

Reflecting Metadata

SQLAlchemy can act as an Object-relational Map (ORM). This enables you to treat records of a database table as instantiable records. To leverage this functionality, you must reflect the underlying metadata in one of the following ways.

Note: The following examples employ SQLAlchemy 1.4.

Modeling Data Using a Mapping Class

Use "sqlalchemy.ext.declarative.declarative_base" to declare a mapping class for the table you wish to model in the ORM. A known table in the data model is modeled either partially or completely, as shown in the following example:
from sqlalchemy.ext.declarative import declarative_base
Base = declarative_base()
class Account(Base):
	__tablename__ = "Account"
	Id = Column(String, primary_key=True)
	BillingState = Column(String)
	Name = Column(String)

Automatically Reflecting Metadata

Rather than mapping tables manually, SQLAlchemy can discover the metadata for one or more tables automatically. To accomplish this across the entire data model, use automap_base:
from sqlalchemy import MetaData
from sqlalchemy.ext.automap import automap_base
meta = MetaData()
abase = automap_base(metadata=meta)
abase.prepare(autoload_with=engine)
Account = abase.classes.Account

You can also reflect a single table with an inspector. When reflecting this way, providing a list of specific columns to map is optional:

from sqlalchemy import MetaData, Table
from sqlalchemy import inspect
meta = MetaData()
insp = inspect(engine)
Account_table = Table("Account", meta)
insp.reflect_table(Account_table, ["Id","Name"])

CData Python Connector for Certinia

Querying Data

After you use the steps in Connecting to connect, and use one of the methods in Reflecting Metadata to reflect some of the metadata, you can use a session object to query data.

Querying Data Using the Query Method

If the mapping class has been prepared, use it with a session object to query the data source. After binding the engine to the session, provide the mapping class to the session's query method.

For example:

engine = create_engine("financialforce:///?User=myUser;Password=myPassword;Security Token=myToken;")
factory = sessionmaker(bind=engine)
session = factory()
for instance in session.query(Account).filter_by(Industry="Floppy Disks"):
	print("Id: ", instance.Id)
	print("BillingState: ", instance.BillingState)
	print("Name: ", instance.Name)
	print("---------")

Querying Data Using the Execute Method

The session object can also run the query with the execute() method alongside the appropriate Table object. Assuming you have an active session, the following is just as viable:
Account_table = Account.metadata.tables["Account"]
for instance in session.execute(Account_table.select().where(Account_table.c.Industry == "Floppy Disks")):
	print("Id: ", instance.Id)
	print("FullName: ", instance.Name)
	print("City: ", instance.BillingCity)
	print("---------")

CData Python Connector for Certinia

Executing JOINs

Implicit Joining

If mapped classes of related Certinia objects have a singular foreign key relationship, the classes are implicitly joined. After importing the necessary objects, a relationship is established between your two mapped classes, as in the example below:
from sqlalchemy.ext.declarative import declarative_base
from sqlalchemy import Column, String, Integer, DateTime, ForeignKey
from sqlalchemy.orm import sessionmaker, relationship

Base = declarative_base()
class Contact(Base):
	__tablename__ = "Contact"
	Id = Column(Integer, primary_key=True)
	Name = Column(String)
	Email = Column(String)
	BirthDate = Column(DateTime)
	AccountId = Column(String, ForeignKey("Account.Id"))
	Account_Link = relationship("Account", back_populates="Contact_Link")

class Account(Base):
	__tablename__ = "Account"
	Id = Column(String, primary_key=True)
	Name = Column(String)
	BillingCity = Column(String)
	NumberOfEmployees = Column(Integer)
	Contact_Link = relationship("Contact", order_by=Contact.Id, back_populates="Account_Link")

Once the relationship is established, the tables are queried simultaneously using the session's query() method. For example:

rs = session.query(Account, Contact).filter(Account.Id == Contact.AccountId)
for Ac, Ct in rs:
  print("AccountId: ", Ac.Id)
  print("AccountName: ", Ac.Name)
  print("ContactId: ", Ct.Id)
  print("ContactName: ", Ct.Name)

Other Join Forms

In situations where mapped classes have either no foreign keys or multiple foreign keys, you may need different forms of the JOIN query to accommodate them. Using the earlier classes as examples, the following JOIN queries are possible as well:
  • Explicit condition (necessary if there are no foreign keys in your mapped classes):
    rs = session.query(Account, Contact).join(Contact, Account.Id == Contact.AccountId)
    for Ac, Ct in rs:
  • Left-to-right relationship:
    rs = session.query(Account, Contact).join(Account.Contact_Link)
    for Ac, Ct in rs:
  • Left-to-right relationship with explicit target:
    rs = session.query(Account, Contact).join(Contact, Account.Contact_Link)
    for Ac, Ct in rs:
  • String form of a left-to-right relationship:
    rs = session.query(Account, Contact).join("Contact_Link")
    for Ac, Ct in rs:

CData Python Connector for Certinia

Other SQL Clauses

SQLAlchemy ORM also exposes support for other clauses in SQL, such as ORDER BY, GROUP BY, LIMIT, and OFFSET. All of these are supported by this connector:

ORDER BY

The following example sorts by a specified column using the session object's query() method:
rs = session.query(Account).order_by(Account.AnnualRevenue)
for instance in rs:
	print("Id: ", instance.Id)
	print("BillingState: ", instance.BillingState)
	print("Name: ", instance.Name)
	print("---------")

You can also use the session object's execute() method perform an ORDER BY. For example:

rs = session.execute(Account_table.select().order_by(Account_table.c.AnnualRevenue))
for instance in rs:

GROUP BY

The following example uses the session object's query() method to group records with a specified column:
rs = session.query(func.count(Account.Id).label("CustomCount"), Account.BillingState).group_by(Account.BillingState)
for instance in rs:
	print("Count: ", instance.CustomCount)
	print("BillingState: ", instance.BillingState)
	print("---------")

You can also use the session object's execute() method to perform a GROUP BY:

rs = session.execute(Account_table.select().with_only_columns([func.count(Account_table.c.Id).label("CustomCount"), Account_table.c.BillingState]).group_by(Account_table.c.BillingState))
for instance in rs:

LIMIT and OFFSET

The following example uses the session object's query() method to skip the first 100 records and fetch the following 25:
rs = session.query(Account).limit(25).offset(100)
for instance in rs:
	print("Id: ", instance.Id)
	print("BillingState: ", instance.BillingState)
	print("Name: ", instance.Name)
	print("---------")

You can also use the session object's execute() method to set a LIMIT or OFFSET:

rs = session.execute(Account_table.select().limit(25).offset(100))
for instance in rs:

CData Python Connector for Certinia

Aggregate Functions

Certain aggregate functions can also be used within SQLAlchemy by using the func module.

To import this module, execute:

from sqlalchemy.sql import func

Once func is imported, the following aggregate functions are available:

COUNT

The following example counts the number of records in a set of groups using the session object's query() method.
rs = session.query(func.count(Account.Id).label("CustomCount"), Account.BillingState).group_by(Account.BillingState)
for instance in rs:
	print("Count: ", instance.CustomCount)
	print("BillingState: ", instance.BillingState)
	print("---------")

You can also execute COUNT using the session object's execute() method:

rs = session.execute(Account_table.select().with_only_columns([func.count(Account_table.c.Id).label("CustomCount"), Account_table.c.BillingState])group_by(Account_table.c.BillingState))
for instance in rs:

SUM

This example calculates the cumulative amount of a numeric column in a set of groups.

rs = session.query(func.sum(Account.AnnualRevenue).label("CustomSum"), Account.BillingState).group_by(Account.BillingState)
for instance in rs:
	print("Sum: ", instance.CustomSum)
	print("BillingState: ", instance.BillingState)
	print("---------")

You can also invoke SUM using the session object's execute() method.

rs = session.execute(Account_table.select().with_only_columns([func.sum(Account_table.c.AnnualRevenue).label("CustomSum"), Account_table.c.BillingState]).group_by(Account_table.c.BillingState))
for instance in rs:

AVG

This example uses the session object's query() method to calculate the average amount of a numeric column in a set of groups:
rs = session.query(func.avg(Account.AnnualRevenue).label("CustomAvg"), Account.BillingState).group_by(Account.BillingState)
for instance in rs:
	print("Avg: ", instance.CustomAvg)
	print("BillingState: ", instance.BillingState)
	print("---------")

You can also use the session object's execute() method to invoke AVG:

rs = session.execute(Account_table.select().with_only_columns([func.avg(Account_table.c.AnnualRevenue).label("CustomAvg"), Account_table.c.BillingState]).group_by(Account_table.c.BillingState))
for instance in rs:

MAX and MIN

This example finds the maximum value and minimum value of a numeric column in a set of groups.
rs = session.query(func.max(Account.AnnualRevenue).label("CustomMax"), func.min(Account.AnnualRevenue).label("CustomMin"), Account.BillingState).group_by(Account.BillingState)
for instance in rs:
	print("Max: ", instance.CustomMax)
	print("Min: ", instance.CustomMin)
	print("BillingState: ", instance.BillingState)
	print("---------")

You can also use the session object's execute() method to invoke MAX and MIN:

rs = session.execute(Account_table.select().with_only_columns([func.max(Account_table.c.AnnualRevenue).label("CustomMax"), func.min(Account_table.c.AnnualRevenue).label("CustomMin"), Account_table.c.BillingState]).group_by(Account_table.c.BillingState))
for instance in rs:

CData Python Connector for Certinia

Modifying Data

Commands can be executed individually by the session with a call to "execute()".

Obtaining the Table Object

The query supplied to this method is constructed using the associated Table object of a mapped class. This Table object is obtained from the mapped class's metadata field, as below:

Account_table = Account.metadata.tables["Account"]

Once the table object is obtained, the write operations are executed in the following ways. The queries are executed immediately without the need for a call to "commit()":

Insert

The following example adds a new record to the table:

session.execute(Account_table.insert(), {"BillingState": "Jon Doe", "Name": "John"})

Update

The following example modifies an existing record in the table:

session.execute(Account_table.update().where(Account_table.c.Id == "1045625d-99ee-e011-a272-00155d01ad6b").values(BillingState="Jon Doe", Name="John"))

Delete

The following example removes an existing record from the table:

session.execute(Account_table.delete().where(Account_table.c.Id == "1045625d-99ee-e011-a272-00155d01ad6b"))

CData Python Connector for Certinia

From Pandas

When combined with the connector, Pandas can be used to generate data frames that contain your Certinia data. Once created, a data frame can be passed to various other Python packages.

Connecting

Pandas relies on an SQLAlchemy engine to execute queries. Before you can use Pandas you must import it:
import pandas as pd
from sqlalchemy import create_engine
engine = create_engine("financialforce:///?User=myUser;Password=myPassword;Security Token=myToken;")

Querying Data

In Pandas, SELECT queries are provided in a call to the read_sql() method, alongside a relevant connection object. Pandas executes the query on that connection, and returns the results in the form of a data frame, which can be used for a variety of purposes.
df = pd.read_sql("""
	SELECT
	   BillingState,
	   Name,
     $exNumericCol;
	FROM Account;""", engine)
print(df)

Modifying Data

To insert new records into a table, create a new data frame, and define its fields accordingly. When that is done, call to_sql() on the data frame to perform the INSERT operation with the connector, as shown in the example below. You must set the "if _exists" argument to "append" to prevent Pandas from attempting building the table from scratch. To prevent Pandas from writing the data frame index as a column, set index=False.
df = pd.DataFrame({"BillingState": ["Jon Doe"], "Name": ["John"]})
df.to_sql("Account", con=engine, if_exists="append", index=False)

CData Python Connector for Certinia

From Matplotlib

Matplotlib contains a number of tools that can graphically model Certinia data after being fed a data frame From Pandas.

Using PyPlot

Before any Matplotlib tool, such as pyplot, can be used, it must be imported:
from matplotlib import pyplot as plt

Once a Pandas data frame is obtained, it can be used to create a plot visualizing Certinia data. For example, the following plot generates and displays a bar graph relating BillingState and AnnualRevenue values:

df.plot(kind="bar", x="BillingState", y=["AnnualRevenue"])
plt.show()

CData Python Connector for Certinia

From Petl

The connector can be used to create ETL applications and pipelines for CSV data in Python using Petl.

Install Required Modules

Install the Petl modules using the pip utility.
pip install petl

Connecting

After you import the modules, including the CData Python Connector for Certinia, you can use the connector's connect function to create a connection using a valid Certinia connection string. If you prefer not to use a direct connection, you can use a SQLAlchemy engine.
import petl as etl
import cdata.financialforce as mod
cnxn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")

Extract, Transform, and Load the Certinia Data

Create a SQL query string and store the query results in a DataFrame.
sql = "SELECT	BillingState, Name FROM Account "
table1 = etl.fromdb(cnxn,sql)

Loading Data

With the query results stored in a DataFrame, you can load your data into any supported Petl destination. The following example loads the data into a CSV file.
etl.tocsv(table1,'output.csv')

Modifying Data

Insert new rows into Certinia tables using Petl's appenddb function.
table1 = [['BillingState','Name'],['Jon Doe','John']]
etl.appenddb(table1,cnxn,'Account')

CData Python Connector for Certinia

Schema Discovery

The extension supports schema discovery by using SQL queries to available System Tables.

Using SQL

The following sections describe the discovery of metadata through several System Tables:

CData Python Connector for Certinia

Tables and Views

The connector possesses system tables that are used to discover the tables and views available in the data model. Of these system tables, "sys_tables" and "sys_views" are used to fetch information about the available tables and views respectively:

Tables


import cdata.financialforce as mod
conn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_tables"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

Views


import cdata.financialforce as mod
conn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_views"
cur.execute(cmd, params)
rs = cur.fetchall()
for row in rs:
	print(row)

CData Python Connector for Certinia

Columns

The available columns for any given table are fetched from a system table called "sys_tablecolumns". A specific table name is provided in the WHERE criteria to restrict the table from which the column information is fetched:

import cdata.financialforce as mod
conn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_tablecolumns WHERE TableName = 'Account'"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

CData Python Connector for Certinia

Procedures

Procedures

A system table called "sys_procedures" is queried to obtain the available stored procedures that are executed:
import cdata.financialforce as mod
conn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_procedures"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

Parameters

The input parameters of any stored procedure are similarly obtained from the "sys_procedureparameters" system table:
import cdata.financialforce as mod
conn = mod.connect("User=myUser;Password=myPassword;Security Token=myToken;")
cur = conn.cursor()
cmd = "SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'CreateJob'"
cur.execute(cmd)
rs = cur.fetchall()
for row in rs:
	print(row)

CData Python Connector for Certinia

Advanced Features

This section details a selection of advanced features of the Certinia connector.

User Defined Views

The connector supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the connector for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Caching Data

Caching Data enables faster access to data and reduces the number of API calls, improving performance. The connector supports a simple caching model where multiple connections can also share the cache over time. When configuring the cache connection, you can specify automatic or explicit data caching.

Query Processing

The connector offloads as much of the SELECT statement processing as possible to Certinia and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Exception Handling

For an overview of how exceptions are reported and the components of an exception, see Exception Handling.

CData Python Connector for Certinia

User Defined Views

The CData Python Connector for Certinia supports the use of user defined views: user-defined virtual tables whose contents are decided by a preconfigured query. User defined views are useful in situations where you cannot directly control the query being issued to the driver; for example, when using the driver from a tool.

Use a user defined view to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.

There are two ways to create user defined views:

  • Create a JSON-formatted configuration file defining the views you want.
  • DDL statements.

Defining Views Using a Configuration File

User defined views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.

This user defined view configuration file is formatted so that each root element defines the name of a view, and includes a child element, called query, which contains the custom SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Account WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}
Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\\Users\\yourusername\\Desktop\\tmp\\UserDefinedViews.json"

Defining Views Using DDL Statements

The connector is also capable of creating and altering the schema via DDL Statements such as CREATE LOCAL VIEW, ALTER LOCAL VIEW, and DROP LOCAL VIEW.

Create a View

To create a new view using DDL statements, provide the view name and query as follows:

CREATE LOCAL VIEW [MyViewName] AS SELECT * FROM Customers LIMIT 20;

If no JSON file exists, the above code creates one. The view is then created in the JSON configuration file and is now discoverable. The JSON file location is specified by the UserDefinedViews connection property.

Alter a View

To alter an existing view, provide the name of an existing view alongside the new query you would like to use instead:

ALTER LOCAL VIEW [MyViewName] AS SELECT * FROM Customers WHERE TimeModified > '3/1/2020';

The view is then updated in the JSON configuration file.

Drop a View

To drop an existing view, provide the name of an existing schema alongside the new query you would like to use instead.

DROP LOCAL VIEW [MyViewName]

This removes the view from the JSON configuration file. It can no longer be queried.

Schema for User Defined Views

In order to avoid a view's name clashing with an actual entity in the data model, user defined views are exposed in the UserViews schema by default. To change the name of the schema used for UserViews, reset the UserViewsSchemaName property.

Working with User Defined Views

For example, a SQL statement with a user defined view called UserViews.RCustomers only lists customers in Raleigh:
SELECT * FROM Customers WHERE City = 'Raleigh';
An example of a query to the driver:
SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';
Resulting in the effective query to the source:
SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';
That is a very simple example of a query to a user defined view that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.

CData Python Connector for Certinia

SSL Configuration

Customizing the SSL Configuration

By default, the connector attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

CData Python Connector for Certinia

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

Note: The connector uses the system proxy settings by default, without further configuration needed. If you want to connect to other proxies, set ProxyAutoDetect to False and read further.

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the connector uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

CData Python Connector for Certinia

Caching Data

Caching Data

Caching data provides several benefits, including faster access to data and reducing the number of API calls, which improve performance. The connector supports a simple caching model where multiple connections can also share the cache over time. You can enable and configure caching features by setting the necessary connection properties.

Contents

The sections in this chapter detail the connector's caching functionality and link to the corresponding connection properties, as well as SQL statements.

Configuring the Cache Connection

Configuring the Cache Connection describes the properties that you can set when configuring the cache database.

Caching Metadata

Caching Metadata describes the CacheMetadata property. This property determines whether or not to cache the table metadata to a file store.

Automatically Caching Data

Automatically Caching Data describes how the connector automatically refreshes the cache when the AutoCache property is set.

Explicitly Caching Data

Explicitly Caching Data describes how you can decide what data is stored in the cache and when it is updated.

Data Type Mapping

Data Type Mapping shows the mappings between the data types configured in the schema and the data types in the database.

CData Python Connector for Certinia

Configuring the Cache Connection

Configuring the Caching Database

This section describes the properties for caching data to the persistent store of your choice.

CacheLocation

The CacheLocation property species the path to a file-system-based database. When caching is enabled, a file-system-based database is used by default. If CacheLocation is not specified, this database is stored at the path in Location. If neither of these connection properties are specified, the connector uses a platform-dependent default location.

CacheConnection

The CacheConnection property specifies a database driver and the connection string to the caching database.

CacheDriver and CacheProvider

Both the CacheDriver and CacheProvider properties are supported. Each specifies a database driver and the connection string to the caching database. CacheDriver is designed for Linux and MacOS; CacheProvider is Windows-based.

CData Python Connector for Certinia

Caching Metadata

This section describes how to enable caching metadata and how to update the metadata cache.

Before being able to query data, the connector requires relevant metadata to be retrieved. By default, metadata is cached in memory and shared across connections. But if you want to persist across processes, or if metadata requests are expensive, the solution is to cache the metadata to disk.

Enable Caching Metadata

To enable caching of metadata, set CacheMetadata = true and see Configuring the Cache Connection for instructions on how to configure your connection string. The connector caches the metadata the first time it is needed and uses the metadata cache for subsequent requests.

Update the Metadata Cache

Because metadata is cached, changes to metadata on the live source, for example, adding or removing a column or attribute, are not automatically reflected in the metadata cache. To get updates to the live metadata, you need to delete or drop the cached data.

CData Python Connector for Certinia

Automatically Caching Data

Automatically caching data is useful when you do not want to rebuild the cache for each query. When you query data for the first time, the connector automatically initializes and builds a cache in the background. When AutoCache = true, the connector uses the cache for subsequent query executions, resulting in faster response times.

If replication is enabled, the data is generated once and then copied to local and cloud data stores. With incremental updates, the connector achieves a performance advantage over dropping the cached tables and retrieving the entire table again on every refresh. With iterative updates, the connector only performs the query from the last time that the date was refreshed. If replication is not enabled, updates to the cache require downloading the entire data set.

Configuring Automatic Caching

To automatically update the cache and return results from the local cache, set the following connection string properties:

  • AutoCache: This property automatically updates the cache when the value is set to true.
  • CacheTolerance: This property ensures that the data retrieved from the database is the most current version. The default value is 600 seconds (10 minutes). The connector checks with the data source for newer records after the tolerance interval has expired. Otherwise, it returns the data directly from the cache.

Caching the Account Table

The following example caches the Account table in the file specified by the CacheLocation property of the connection string.

SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'

Common Use Case

A common use for automatically caching data is to improve driver performance when making repeated requests to a live data source, such as building a report or creating a visualization. With auto caching enabled, repeated requests to the same data may be executed in a short period of time, but within an allowable tolerance (CacheTolerance) of what is considered "live" data.

CData Python Connector for Certinia

Explicitly Caching Data

With explicit caching (AutoCache = false), you decide exactly what data is cached and when to query the cache instead of the live data. Explicit caching gives you full control over the cache contents by using CACHE Statements. This section describes some strategies to use the caching features offered by the connector.

Creating the Cache

To load data in the cache, issue the following statement.

CACHE SELECT * FROM tableName WHERE ...

Once the statement is issued, any matching data in tableName is loaded into the corresponding table.

Updating the Cache

This section describes two ways to update the cache.

Updating with the SELECT Statement

The following example shows a statement that can update modified rows and add missing rows in the cached table. However, this statement does not delete extra rows that are already in the cache. This statement only merges the new rows or updates the existing rows.

CACHE SELECT * FROM Account WHERE Industry = 'Floppy Disks'

Updating with the TRUNCATE Statement

The following example shows a statement that can update modified rows and add missing rows in the cached table. This statement can also delete rows in the cache table that are not present in the live data source.

  CACHE WITH TRUNCATE SELECT * FROM Account WHERE Industry = 'Floppy Disks'
  

Query the Data in Online or Offline Mode

This section describes how to query the data in online or offline mode.

Online: Select Cached Tables

You can use the tableName#CACHE syntax to explicitly execute queries to the cache while still online, as shown in the following example.

SELECT * FROM Account#CACHE

Offline: Select Cached Tables

With Offline = true, SELECT statements always execute against the local cache database, regardless of whether you explicitly specify the cached table or not. Modification of the cache is disabled in Offline mode to prevent accidentally updating only the cached data. Executing a DELETE/UPDATE/INSERT statement while in Offline mode results in an exception.

The following example selects from the local cache but not the live data source because Offline = true.

SELECT * FROM Account WHERE Industry='Floppy Disks' ORDER BY Name ASC

Delete Data from the Cache

You can delete data from the cache by building a direct connection to the database. Note that the connector does not support manually deleting data from the cache.

Common Use Case

A common use for caching is to have an application always query the cached data and only update the cache at set intervals, such as once every day or every two hours. There are two ways in which this can be implemented:

  • AutoCache = false and Offline = false. All queries issued by the application explicitly reference the tableName#CACHE table. When the cache needs to be updated, the application executes a tableName#CACHE ... statement to bring the cached data up to date.
  • Offline = true. Caching is transparent to the application. All queries are executed against the table as normal, so most application code does not need to be aware that caching is done. To update the cached data, simply create a separate connection with Offline = false and execute a tableName#CACHE ... statement.

CData Python Connector for Certinia

Data Type Mapping

The connector maps types from the data source to the corresponding data type available in the chosen cache database. The following table shows the mappings between the data types configured in the schema and the data types in the database. Some schema types have synonyms which are all listed in the Schema column.

Data Type Mapping

Note: String columns can map to different data types depending on their length.

Schema .NET JDBC SQL Server Derby MySQL Oracle SQLite Access
int, integer, int32 Int32 int int INTEGER INT NUMBER integer LONG
smallint, short, int16 Int16 short smallint SMALLINT SMALLINT NUMBER integer SHORT
double, float, real Double double float DOUBLE DOUBLE NUMBER double DOUBLE
date DateTime java.sql.Date date DATE DATE DATE date DATETIME
datetime, timestamp DateTime java.sql.Date datetime TIMESTAMP DATETIME TIMESTAMP datetime DATETIME
time, timespan TimeSpan java.sql.Time time TIME TIME TIMESTAMP datetime DATETIME
string, varchar String java.lang.String If length > 4000: nvarchar(max), Otherwise: nvarchar(length)If length > 32672: LONG VARCHAR, Otherwise VARCHAR(length)If length > 255: LONGTEXT, Otherwise: VARCHAR(length)If length > 4000: CLOB, Otherwise: VARCHAR2(length)nvarchar(length)If length > 255: LONGTEXT, Otherwise: VARCHAR(length)
long, int64, bigint Int64 long bigint BIGINT BIGINT NUMBER bigint LONG
boolean, bool Boolean boolean tinyint SMALLINT BIT NUMBER tinyint BIT
decimal, numeric Decimal java.math.BigDecimal decimal DECIMAL DECIMAL DECIMAL decimal CURRENCY
uuid Guid java.util.UUID nvarchar(length) VARCHAR(length)VARCHAR(length) VARCHAR2(length)nvarchar(length) VARCHAR(length)
binary, varbinary, longvarbinary byte[] byte[] binary(1000) or varbinary(max) after SQL Server 2000, image otherwise BLOB LONGBLOB BLOB BLOB LONGBINARY

CData Python Connector for Certinia

Query Processing

Query Processing

CData has a client-side SQL engine built into the connector library. This enables support for the full capabilities that SQL-92 offers, including filters, aggregations, functions, etc.

For sources that do not support SQL-92, the connector offloads as much of SQL statement processing as possible to Certinia and then processes the rest of the query in memory (client-side). This results in optimal performance.

For data sources with limited query capabilities, the connector handles transformations of the SQL query to make it simpler for the connector. The goal is to make smart decisions based on the query capabilities of the data source to push down as much of the computation as possible. The Certinia Query Evaluation component examines SQL queries and returns information indicating what parts of the query the connector is not capable of executing natively.

The Certinia Query Slicer component is used in more specific cases to separate a single query into multiple independent queries. The client-side Query Engine makes decisions about simplifying queries, breaking queries into multiple queries, and pushing down or computing aggregations on the client-side while minimizing the size of the result set.

There's a significant trade-off in evaluating queries, even partially, client-side. There are always queries that are impossible to execute efficiently in this model, and some can be particularly expensive to compute in this manner. CData always pushes down as much of the query as is feasible for the data source to generate the most efficient query possible and provide the most flexible query capabilities.

More Information

For a full discussion of how CData handles query processing, see CData Architecture: Query Execution.

CData Python Connector for Certinia

Logging

Logging

Capturing connector logging can be very helpful when diagnosing error messages or other unexpected behavior.

Basic Logging

To begin capturing connector logging, set these properties:

  • Logfile: A filepath that designates the name and location of the log file.
  • Verbosity: A numerical value (1-5) that determines the amount of detail in the log. See the page in the Connection Properties section for an explanation of the five levels.
  • MaxLogFileSize: When the limit is hit, a new log is created in the same folder with the date and time appended to the end. The default limit is 100 MB. Values lower than 100 kB will use 100 kB as the value instead.
  • MaxLogFileCount: A string specifying the maximum file count of log files. When the limit is hit, a new log is created in the same folder with the date and time appended to the end and the oldest log file will be deleted. Minimum supported value is 2. A value of 0 or a negative value indicates no limit on the count.

Once these properties are set, the connector populates the log file as it carries out various tasks, such as when authentication is performed or queries are executed. If the specified file doesn't already exist, it is created.

Log Verbosity

The verbosity level determines the amount of detail that the connector reports to the Logfile. Supported Verbosity levels range from 1 to 5.

The following list describes each level:

1Setting Verbosity to 1 logs the query, the number of rows returned by it, the start of execution and the time taken, and any errors.
2Setting Verbosity to 2 logs everything included in Verbosity 1, cache queries, and additional information about the request.
3Setting Verbosity to 3 also logs HTTP headers, as well as the body of the request and the response.
4Setting Verbosity to 4 also logs transport-level communication with the data source. This includes SSL negotiation.
5Setting Verbosity to 5 also logs communication with the data source and additional details that may be helpful in troubleshooting problems. This includes interface commands.

For normal operations, Verbosity should not be set to greater than 1. At higher verbosities you can log substantial amounts of data, which can delay execution times.

To refine the logged content further by showing/hiding specific categories of information, see LogModules.

Sensitive Data

Verbosity levels of 3 and higher may capture information that you do not want shared outside of your organization. The following lists information of concern for each level:

  • Verbosity 3: The full body of the request and the response, which includes all the data returned by the connector
  • Verbosity 4: SSL certificates
  • Verbosity 5: Any extra transfer data not included at Verbosity 3, such as non human-readable binary transfer data

Note: Although we mask sensitive values, such as passwords, in the connection string and any request in the log, it is always best practice to review the logs for any sensitive information before sharing outside your organization.

Advanced Logging

You may want to refine the exact information that is recorded to the log file. This can be accomplished using the LogModules property. This property allows you to filter the logging using a semicolon-separated list of logging modules.

Example property value:

LogModules=INFO;EXEC;SSL;SQL;META;

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name Module Description Submodules
INFO General Information. Includes the connection string, product version (build number), and initial connection messages.
  • Connec – Information related to creating or destroying connections.
  • Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
EXEC Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.
  • Messag – Messages pertaining to query execution. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance.
  • Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user).
  • Page – Messages related to query paging.
  • Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.
  • KERB – HTTP requests related to Kerberos.
  • Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product.
  • Res – Messages containing HTTP responses.
  • Req – Messages containing HTTP requests.
WSDL Messages pertaining to the generation of WSDL/XSD files.
SSL SSL certificate messages.
  • Certif – Messages pertaining to SSL certificates.
AUTH Authentication related failure/success messages.
  • Messag – Messages pertaining to authentication. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • OAuth – Messages related to OAuth authentication.
  • Krbros – Kerberos-related authentication messages.
SQL Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.
  • Bulk – Messages pertaining to bulk query execution.
  • Cache – Messages related to reading row data from and writing row data to the product's cache for better performance.
  • Messag – Messages pertaining to SQL transactions. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • ResSet – Query resultsets.
  • Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META Metadata cache and schema messages.
  • Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance.
  • Schema – Messages related to retrieving metadata from or modifying the service schema.
  • MemSto – Messages related to writing to or reading from in-memory metadata cache.
  • Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC Information related to executing SQL functions.
  • Errmsg – Error messages related to executing SQL functions.
TCP Incoming and outgoing raw bytes on TCP transport layer messages.
  • Send – Raw data sent via the TCP protocol.
  • Receiv – Raw data received via the TCP protocol.
FTP Messages pertaining to the File Transfer Protocol.
  • Info – Status messages related to communication in the FTP protocol.
  • Client – Messages related to actions taken by the FTP client (the product) during FTP communication.
  • Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP Messages pertaining to the Secure File Transfer Protocol.
  • Info – Status messages related to communication in the SFTP protocol.
  • To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication.
  • From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP Messages pertaining to data transferred via the Post Office Protocol.
  • Client – Messages related to actions taken by the POP client (the product) during POP communication.
  • Server – Messages related to actions taken by the POP server during POP communication.
  • Status – Status messages related to communication in the POP protocol.
SMTP Messages pertaining to data transferred via the Simple Mail Transfer Protocol.
  • Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication.
  • Server – Messages related to actions taken by the SMTP server during SMTP communication.
  • Status – Status messages related to communication in the SMTP protocol.
CORE Messages relating to various internal product operations not covered by other modules.
DEMN Messages related to SQL remoting.
CLJB Messages about bulk data uploads (cloud job).
  • Commit – Submissions for bulk data uploads.
SRCE Miscellaneous messages produced by the product that don't belong in any other module.
TRANCE Advanced messages concerning low-level product operations.

CData Python Connector for Certinia

Exception Handling

Exception Handling

Exceptions can be surfaced from either the API or the CData Python Connector for Certinia. Each exception will have an error code, an error message, and a SQL state.

Error Codes

The error code classifies the type of error.

0 NONE Used for unclassified errors and internally handled errors. This code also covers data source-specific errors that do not fit in any specific category.
65537 TCP_UNKNOWN_HOST Unable to resolve a hostname (DNS failure).
65538 TCP_CONNECTION_REFUSED Could not connect to the remote port.
65539 TCP_AUTH_FAILED Login failed when using a binary authentication protocol. Use this for auth errors when the protocol is not HTTP (LDAP, SASL, Kerberos, ...).
65540 TCP_TIMEOUT Did not receive a response after sending a request to the server.
65541 TCP_PROTOCOL For wire protocol drivers. Either the server sent a bad packet that we are unable to process, or we cannot construct a packet to send.
131073 TLS_SERVER_UNTRUSTED Could not verify SSL server certificate.
131074 TLS_CLIENT_UNTRUSTED Server did not accept the client certificate we sent.
196609 OAUTH_DECRYPT_FAILED OAuthEncryptKey did not decrypt the OAuthSettings file.
196610 OAUTH_MISSING_CLIENT_INFO OAuthClientId / OAuthClientSecret / OAuthJWTCert is missing.
196611 OAUTH_MISSING_PROP General OAuth property missing. OAUTH_MISSING_CLIENT_INFO is used for missing client ID/secret and JWT cert.
196612 OAUTH_NO_ACCESS_TOKEN Unable to retrieve access token. Only use this when getting a token in GetOAuthAccessToken / RefreshOAuthAccessToken.
196613 OAUTH_TOKEN_EXPIRED The access token expired. Normally used with a RefreshOAuth/OAuthException behavior.
196614 OAUTH_INVALID_PROP OAuth property has an invalid value. OAUTH_MISSING_CLIENT_INFO / OAUTH_MISSING_PROP is used if the value is not set.
262145 HTTP_REQUEST_TIMEOUT Did not receive a response from the HTTP server.
262146 HTTP_CLIENT_ERROR Generic HTTP 4xx error. Only use for 4xx errors not covered by other codes.
262147 HTTP_AUTH_FAILED HTTP 401 error.
262148 HTTP_LIMIT_EXCEEDED HTTP 429 error.
262149 HTTP_SERVER_ERROR HTTP 5xx error.
262150 HTTP_NOT_FOUND_ERROR HTTP 404 error.
327681 CORE_TIMEOUT General timeout. Not related to a specific network request.
327682 CORE_OP_NOT_ALLOWED Operation blocked by provider permissions.
327683 CORE_CONNECTION_CONFIG Connection configuration is not valid.
327684 CORE_SERIALIZE Failed to encode data into a specific format (XML, JSON, CSV, ...).
327685 CORE_DESERIALIZE Failed to decode data from a specific format (XML, JSON, CSV, ...).
393217 SQL_SYNTAX_ERROR Unable to parse a SQL query.
393218 SQL_MISSING_COLUMNS Query did not include required columns.
393219 SQL_MISSING_PARAMS Stored procedure call did not include required parameters.
393220 SQL_QUERY_NOT_SUPPORTED A part of the query is not allowed in the current context.
458753 SSH_SERVER_UNTRUSTED Could not verify SSH server.
524289 STORAGE_LIST_EXCEPTION Issue listing storage resources.
524290 STORAGE_RESOURCE_NOT_FOUND Issue finding storage resources.
524291 STORAGE_ROOT_RESOURCE_NOT_FOUND The root resource (bucket/share/drive) was not found; cannot create it in flat file drivers.
524292 STORAGE_RESOURCE_NOT_A_DIRECTORY Storage resource is not a directory.
524293 STORAGE_RESOURCE_NOT_A_FILE Storage resource is not a file.
524294 STORAGE_PERMISSIONS_DENIED Storage permissions denied.

SQL State

The SQL state is used when throwing generic provider errors to the wrapper and indicates the success or failure of a call.

Some of the common SQL states are listed below:

07007 REQUIRED_CLAUSE Class Code 07: Dynamic SQL Error.
08001 OPEN_CONNECTION Class Code 08: Connection Exception. The connection was unable to be established to the application server or other server.
08004 REJECT_CONNECTION The application server rejected establishment of the connection.
42501 PRIVILEGE_IDENTIFIED_OBJECT Class Code 42: Syntax Error or Access Rule Violation. The authorization ID does not have the privilege to perform the specified operation on the identified object.
42506 AUTH_FAILED Owner authorization failure occurred.
42601 SQL_SYNTAX A character, token, or clause is invalid or missing.

Error Message

The error message provides more detailed reasoning about why the error occurred. It provides an explanation of the issue, and may include steps on how to resolve it.

CData Python Connector for Certinia

SQL Compliance

The CData Python Connector for Certinia supports several operations on data, including querying, deleting, modifying, and inserting.

SELECT Statements

See SELECT Statements for a syntax reference and examples.

See Data Model for information on the capabilities of the Certinia API.

INSERT Statements

See INSERT Statements for a syntax reference and examples, as well as retrieving the new records' Ids.

UPDATE Statements

The primary key Id is required to update a record. See UPDATE Statements for a syntax reference and examples.

UPSERT Statements

An UPSERT updates a record if it exists and inserts the record if it does not. See UPSERT Statements for a syntax reference and examples.

DELETE Statements

The primary key Id is required to delete a record. See DELETE Statements for a syntax reference and examples.

CREATE TABLE Statements

See CREATE TABLE Statements for a syntax reference and examples.

DROP TABLE Statements

See DROP TABLE Statements for a syntax reference and examples.

ALTER TABLE Statements

See ALTER TABLE Statements for a syntax reference and examples.

GETDELETED Statements

GETDELETED statements return the Ids of deleted records. See GETDELETED Statements for a syntax reference and examples.

CACHE Statements

CACHE statements allow granular control over the connector's caching functionality. For a syntax reference and examples, see CACHE Statements.

For more information on the caching feature, see Caching Data.

EXECUTE Statements

Use EXECUTE or EXEC statements to execute stored procedures. See EXECUTE Statements for a syntax reference and examples.

Names and Quoting

  • Table and column names are considered identifier names; as such, they are restricted to the following characters: [A-Z, a-z, 0-9, _:@].
  • To use a table or column name with characters not listed above, the name must be quoted using square brackets ([name]) in any SQL statement.
  • Parameter names can optionally start with the @ symbol (e.g., @p1 or @CustomerName) and cannot be quoted.
  • Strings must be quoted using single quotes (e.g., 'John Doe').

CData Python Connector for Certinia

SQL Functions

The connector provides functions that are similar to those that are available with most standard databases. These functions are implemented in the CData provider engine and thus are available across all data sources with the same consistent API. Three categories of functions are available: string, date, and math.

The connector interprets all SQL function inputs as either strings or column identifiers, so you need to escape all literals as strings, with single quotes. For example, contrast the SQL Server syntax and connector syntax for the DATENAME function:

  • SQL Server:
    SELECT DATENAME(yy,GETDATE())
  • connector:
    SELECT DATENAME('yy',GETDATE())

String Functions

These functions perform string manipulations and return a string value. See STRING Functions for more details.

Date Functions

These functions perform date and date time manipulations. See DATE Functions for more details.

Math Functions

These functions provide mathematical operations. See MATH Functions for more details.

Projection Functions

These functions can be used to refine projections in your SQL query. See Projection Functions for more details.

Predicate Functions

These functions can be used to specify criteria in the WHERE clause of your SQL query. See Predicate Functions for more details.

CData Python Connector for Certinia

STRING Functions

ASCII(character_expression)

Returns the ASCII code value of the left-most character of the character expression.

  • character_expression: The character expression.

                      SELECT ASCII('0');
                      --  Result: 48
                    

BASE64_ENCODE(input_binary)

Returns the Base64-encoded string form of a binary input.

  • input_binary: The binary value to encode.

                        SELECT BASE64_ENCODE(BinaryData);
                    -- Result: 'QmFzZTY0RW5jb2RlZA=='
                    

BASE64_DECODE(input_string)

Returns the binary result of decoding a Base64-encoded string.

  • input_string: The Base64-encoded string.

                        SELECT BASE64_DECODE('QmFzZTY0RW5jb2RlZA==');
                    -- Result: (binary output)
                    

CHAR(integer_expression)

Converts the integer ASCII code to the corresponding character.

  • integer_expression: The integer from 0 through 255.

                      SELECT CHAR(48);
                      -- Result: '0'
                    

CHARINDEX(expressionToFind ,expressionToSearch [,start_location ])

Returns the starting position of the specified expression in the character string.

  • expressionToFind: The character expression to find.
  • expressionToSearch: The character expression, typically a column, to search.
  • start_location: An optional character position to start searching for expressionToFind in expressionToSearch.

                      SELECT CHARINDEX('456', '0123456');
                      -- Result: 4

                      SELECT CHARINDEX('456', '0123456', 5);
                      -- Result: -1
                    

CHAR_LENGTH(character_expression),

Returns the number of UTF-8 characters present in the expression.

  • character_expression: The set of characters to be evaluated for length.

				 SELECT CHAR_LENGTH('sample text') FROM Account LIMIT 1
				 -- Result: 11			
				

CONCAT(string_value1, string_value2, ..., string_valueN)

Returns the string that is the concatenation of two or more string values.

  • string_value1: The first string to be concatenated.
  • string_value2: The second string to be concatenated.
  • string_valueN: (optional) Any additional strings to be concatenated.

                      SELECT CONCAT('Hello, ', 'world!');
                      -- Result: 'Hello, world!'
                    

CONTAINS(expressionToSearch, expressionToFind)

Returns 1 if expressionToFind is found within expressionToSearch; otherwise, 0.

  • expressionToSearch: The character expression, typically a column, to search.
  • expressionToFind: The character expression to find.

                      SELECT CONTAINS('0123456', '456');
                      -- Result: 1

                      SELECT CONTAINS('0123456', 'Not a number');
                      -- Result: 0
                    

ENDSWITH(character_expression, character_suffix)

Returns 1 if character_expression ends with character_suffix; otherwise, 0.

  • character_expression: The character expression.
  • character_suffix: The character suffix to search for.

                      SELECT ENDSWITH('0123456', '456');
                      -- Result: 1

                      SELECT ENDSWITH('0123456', '012');
                      -- Result: 0
                    

FILESIZE(uri)

Returns the number of bytes present in the file at the specified file path.

  • uri: The path of the file from which to read the size.

				SELECT FILESIZE('C:/Users/User1/Desktop/myfile.txt');
				-- Result: 23684
				

FORMAT(value [, parseFormat], format )

Returns the value formatted with the specified format.

  • value: The string to format.
  • format: The string specifying the output syntax of the date or numeric format.
  • parseFormat: The string specifying the input syntax of the date value. Not applicable to numeric types.

                      SELECT FORMAT(12.34, '#');
                      -- Result: 12

                      SELECT FORMAT(12.34, '#.###');
                      -- Result: 12.34

                      SELECT FORMAT(1234, '0.000E0');
                      -- Result: 1.234E3
                      
                      SELECT FORMAT('2019/01/01', 'yyyy-MM-dd');
                      -- Result: 2019-01-01
                      
                      SELECT FORMAT('20190101', 'yyyyMMdd', 'yyyy-MM-dd');
                      -- Result: '2019-01-01'
                    

HASHBYTES(algorithm, value)

Returns the hash of the input value as a byte array using the given algorithm. The supported algorithms are MD5, SHA1, SHA2_256, SHA2_512, SHA3_224, SHA3_256, SHA3_384, and SHA3_512.

  • algorithm: The algorithm to use for hashing. Must be one of MD5, SHA1, SHA2_256, SHA2_512, SHA3_224, SHA3_256, SHA3_384, or SHA3_512.
  • value: The value to hash. Must be either a string or byte array.

                      SELECT HASHBYTES('MD5', 'Test');
                      -- Result (byte array): 0x0CBC6611F5540BD0809A388DC95A615B
                    

INDEXOF(expressionToSearch, expressionToFind [,start_location ])

Returns the starting position of the specified expression in the character string.

  • expressionToSearch: The character expression, typically a column, to search.
  • expressionToFind: The character expression to find.
  • start_location: An optional character position to start searching for expressionToFind in expressionToSearch.

                      SELECT INDEXOF('0123456', '456');
                      -- Result: 4

                      SELECT INDEXOF('0123456', '456', 5);
                      -- Result: -1
                    

ISALPHABETIC(character_expression)

Returns 1 if the character expression consists only of alphabetic characters; otherwise, 0.

  • character_expression: The string expression to evaluate.

                      SELECT ISALPHABETIC('Hello');
                      -- Result: 1

                      SELECT ISALPHABETIC('Hello123');
                      -- Result: 0

                      SELECT ISALPHABETIC('Hello!');
                      -- Result: 0
                    

ISALPHANUMERIC(character_expression)

Returns 1 if the character expression consists only of alphabetic and numeric characters; otherwise, 0.

  • character_expression: The string expression to evaluate.

                      SELECT ISALPHANUMERIC('Hello123');
                      -- Result: 1

                      SELECT ISALPHANUMERIC('123');
                      -- Result: 1

                      SELECT ISALPHANUMERIC('Hello.123');
                      -- Result: 0
                    

ISNUMERIC(character_expression)

Returns 1 if the character expression consists only of numeric digits and up to one decimal point; otherwise, 0.

  • character_expression: The string expression to evaluate.

                      SELECT ISNUMERIC('123');
                      -- Result: 1

                      SELECT ISNUMERIC('123.45');
                      -- Result: 1

                      SELECT ISNUMERIC('123.45.67');
                      -- Result: 0

                      SELECT ISNUMERIC('12a3');
                      -- Result: 0
                    

JSON_EXTRACT(json, jsonpath)

Selects any value in a JSON array or object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

  • json: The JSON document to extract.
  • jsonpath: The XPath used to select the nodes. The JSONPath must be a string constant. The values of the nodes selected will be returned in a token-separated list.

                      SELECT JSON_EXTRACT('{"test": {"data": 1}}', '$.test');
                      -- Result: '{"data":1}'

                      SELECT JSON_EXTRACT('{"test": {"data": 1}}', '$.test.data');
                      -- Result: 1

                      SELECT JSON_EXTRACT('{"test": {"data": [1, 2, 3]}}', '$.test.data[1]');
                      -- Result: 2
                    

LEFT ( character_expression , integer_expression )

Returns the specified number of characters counting from the left of the specified string.

  • character_expression: The character expression.
  • integer_expression: The positive integer that specifies how many characters will be returned counting from the left of character_expression.

                      SELECT LEFT('1234567890', 3);
                      -- Result: '123'
                    

LEN(string_expression)

Returns the number of characters of the specified string expression.

  • string_expression: The string expression.

                      SELECT LEN('12345');
                      -- Result: 5
                    

LOCATE(substring,string)

Returns an integer representing how many characters into the string the substring appears.

  • substring: The substring to find inside larger string.
  • string: The larger string that is searched for the substring.
  • start locations: An optional integer that sets the character position (offset) from which to start searching.

				SELECT LOCATE('sample','XXXXXsampleXXXXX');
				-- Result: 6

                SELECT LOCATE('sample', 'XXXXXsampleXXXXX', 7)
                -- Result: 0
				

LOWER ( character_expression )

Returns the character expression with the uppercase character data converted to lowercase.

  • character_expression: The character expression.

                      SELECT LOWER('MIXED case');
                      -- Result: 'mixed case'
                    

LTRIM(character_expression)

Returns the character expression with leading blanks removed.

  • character_expression: The character expression.

                      SELECT LTRIM('     trimmed');
                      -- Result: 'trimmed'
                    

MASK(string_expression, mask_character [, start_index [, end_index ]])

Replaces the characters between start_index and end_index with the mask_character within the string.

  • string_expression: The string expression to be searched.
  • mask_character: The character to mask with.
  • start_index: The optional number of characters to leave unmasked at beginning of string. Defaults to 0.
  • end_index: The optional number of characters to leave unmasked at end of string. Defaults to 0.

                        SELECT MASK('1234567890','*',);
                        -- Result: '**********'
                        SELECT MASK('1234567890','*', 4);
                        -- Result: '1234******'
                        SELECT MASK('1234567890','*', 4, 2);
                        -- Result: '1234****90'  
                    

NCHAR(integer_expression)

Returns the Unicode character with the specified integer code as defined by the Unicode standard.

  • integer_expression: The integer from 0 through 65535 (0 through xFFFF).

OCTET_LENGTH(character_expression),

Returns the number of bytes present in the expression.

  • character_expression: The set of characters to be be evaluated.

				 SELECT OCTET_LENGTH('text') FROM Account LIMIT 1
				 -- Result: 4
				

PATINDEX(pattern, expression)

Returns the starting position of the first occurrence of the pattern in the expression. Returns 0 if the pattern is not found.

  • pattern: The character expression that contains the sequence to be found. The wild-card character % can be used only at the start or end of the expression.
  • expression: The expression, typically a column, to search for the pattern.

                      SELECT PATINDEX('123%', '1234567890');
                      -- Result: 1

                      SELECT PATINDEX('%890', '1234567890');
                      -- Result: 8

                      SELECT PATINDEX('%456%', '1234567890');
                      -- Result: 4
                    

POSITION(expressionToFind IN expressionToSearch)

Returns the starting position of the specified expression in the character string.

  • expressionToFind: The character expression to find.
  • expressionToSearch: The character expression, typically a column, to search.

                      SELECT POSITION('456' IN '123456');
                      -- Result: 4

                      SELECT POSITION('x' IN '123456');
                      -- Result: 0
                    

QUOTENAME(character_string [, quote_character])

Returns a valid SQL Server-delimited identifier by adding the necessary delimiters to the specified Unicode string.

  • character_string: The string of Unicode character data. The string is limited to 128 characters. Inputs greater than 128 characters return null.
  • quote_character: An optional single character to be used as the delimiter. These include:
    • a single quotation mark (')
    • a left or right bracket ([])
    • a double quotation mark (")
    • a left or right parenthesis ( () )
    • a greater or less than sign (><)
    • a left or right brace ({})
    • a backtick (`)

    If quote_character is not specified brackets are used. If an unacceptable character is supplied, it returns NULL.


                      SELECT QUOTENAME('table_name');
                      -- Result: '[table_name]'

                      SELECT QUOTENAME('table_name', '"');
                      -- Result: '"table_name"'

                      SELECT QUOTENAME('table_name', '[');
                      -- Result: '[table_name]'
                    

REGEXP_REPLACE(expr, pattern [, replacement [, position [, occurrence [, match_type]]]])

Replaces occurrences of a regular expression pattern in the input string with a specified value and returns the resulting string.

  • expr: The string expression to be searched.
  • pattern: The regular expression pattern to match.
  • replacement: (optional) The string to replace each matched occurrence of pattern with. Supports backreferences \1 through \9 and escape sequences \n, \r, \t, and \\. By default, this argument is an empty string, meaning matched portions are removed from the output string.
  • position: (optional) The 1-based starting position used when searching for regular expression matches in expr. The default is 1. All characters prior to the starting position are included in the output string unaltered. Skipped characters are ignored when calculating regular expression matches, even if they match pattern.
  • occurrence: (optional) Specifies whether all occurrences of pattern,, or only a specific occurrence of pattern are replaced. The default is 0, which means all occurrences of pattern are replaced with replacement. Set to 1 to only replace the first instance of the pattern; 2 to replace the second; etc.
  • match_type: (optional) Modifiers used to customize matching behavior. Supported values are: 'c' (case-sensitive, default), 'i' (case-insensitive), 'm' (multiline), 'n' (dot matches newline), 'x' (extended mode). These can be freely combined by including the letters back to back. For example, 'im' applies the functionality of both 'i' and 'm'. The regular expression syntax used is that of the Extended mode ('x') ignores whitespace and allows inline comments. If the pattern needs to match a literal space, it must be explicitly escaped.

                      SELECT REGEXP_REPLACE('abc123def456', '\d+', 'NUM');
                      -- Result: 'abcNUMdefNUM'

                      SELECT REGEXP_REPLACE('Hello\nHELLO\nhello', '^hello', 'X', 1, 0, 'im');
                      -- Result: 'X\nX\nX'
                    

REPLACE(string_expression, string_pattern, string_replacement)

Replaces all occurrences of a string with another string.

  • string_expression: The string expression to be searched. This can be a character or binary data type.
  • string_pattern: The substring to be found. Cannot be an empty string.
  • string_replacement: The replacement string.

                      SELECT REPLACE('1234567890', '456', '|');
                      -- Result: '123|7890'

                      SELECT REPLACE('123123123', '123', '.');
                      -- Result: '...'

                      SELECT REPLACE('1234567890', 'a', 'b');
                      -- Result: '1234567890'
                    

REPLICATE ( string_expression ,integer_expression )

Repeats the string value the specified number of times.

  • string_expression: The string to replicate.
  • integer_expression: The repeat count.

                      SELECT REPLACE('x', 5);
                      -- Result: 'xxxxx'
                    

REVERSE ( string_expression )

Returns the reverse order of the string expression.

  • string_expression: The string.

                      SELECT REVERSE('1234567890');
                      -- Result: '0987654321'
                    

RIGHT ( character_expression , integer_expression )

Returns the right part of the string with the specified number of characters.

  • character_expression: The character expression.
  • integer_expression: The positive integer that specifies how many characters of the character expression will be returned.

                      SELECT RIGHT('1234567890', 3);
                      -- Result: '890'
                    

RTRIM(character_expression)

Returns the character expression after it removes trailing blanks.

  • character_expression: The character expression.

                      SELECT RTRIM('trimmed     ');
                      -- Result: 'trimmed'
                    

SOUNDEX(character_expression)

Returns the four-character Soundex code, based on how the string sounds when spoken.

  • character_expression: The alphanumeric expression of character data.

                      SELECT SOUNDEX('smith');
                      -- Result: 'S530'
                    

SPACE(repeatcount)

Returns the string that consists of repeated spaces.

  • repeatcount: The number of spaces.

                      SELECT SPACE(5);
                      -- Result: '     '
                    

SPLIT(string, delimiter, offset)

Returns a section of the string between to delimiters.

  • string: The string to split.
  • delimiter: The character to split the string with.
  • offset: The number of the split to return. Positive numbers are treated as offsets from the left, and negative numbers are treated as offsets from the right.

                      SELECT SPLIT('a/b/c/d', '/', 1);
                      -- Result: 'a'
                      SELECT SPLIT('a/b/c/d', '/', -2);
                      -- Result: 'c'
                    

STARTSWITH(character_expression, character_prefix)

Returns 1 if character_expression starts with character_prefix; otherwise, 0.

  • character_expression: The character expression.
  • character_prefix: The character prefix to search for.

                      SELECT STARTSWITH('0123456', '012');
                      -- Result: 1

                      SELECT STARTSWITH('0123456', '456');
                      -- Result: 0
                    

STR ( float_expression [ , integer_length [ , integer_decimal ] ] )

Returns the character data converted from the numeric data. For example, STR(123.45, 6, 1) returns 123.5.

  • float_expression: The float expression.
  • length: The optional total length to return. This includes decimal point, sign, digits, and spaces. The default is 10.
  • decimal: The optional number of places to the right of the decimal point. The decimal must be less than or equal to 16.

                      SELECT STR('123.456');
                      -- Result: '123'

                      SELECT STR('123.456', 2);
                      -- Result: '**'

                      SELECT STR('123.456', 10, 2);
                      -- Result: '123.46'
                    

STUFF(character_expression , integer_start , integer_length , replaceWith_expression)

Inserts a string into another string. It deletes the specified length of characters in the first string at the start position and then inserts the second string into the first string at the start position.

  • character_expression: The string expression.
  • start: The integer value that specifies the location to start deletion and insertion. If start or length is negative, null is returned. If start is longer than the string to be modified, character_expression, null is returned.
  • length: The integer that specifies the number of characters to delete. If length is longer than character_expression, deletion occurs up to the last character in replaceWith_expression.
  • replaceWith_expression: The expression of character data that will replace length characters of character_expression beginning at the start value.

                      SELECT STUFF('1234567890', 3, 2, 'xx');
                      -- Result: '12xx567890'
                    

SUBSTRING(string_value FROM start FOR length)

Returns the part of the string with the specified length; starts at the specified index.

  • string_value: The character string.
  • start: The positive integer that specifies the start index of characters to return.
  • length: Optional. The positive integer that specifies how many characters will be returned.

                      SELECT SUBSTRING('1234567890' FROM 3 FOR 2);
                      -- Result: '34'

                      SELECT SUBSTRING('1234567890' FROM 3);
                      -- Result: '34567890'
                    
You can also drop the FROM and FOR clauses:
                    SELECT SUBSTRING('1234567890', 3, 2)
                    --Result: '34'
                    SELECT SUBSTRING('1234567890', 3)
                    --Result: '34567890'
                    

TEXT_ENCODE(input_string, charset)

Returns binary output by encoding a string using the specified character set.

  • input_string: The plain text string.
  • charset: The character set to use, such as 'UTF-8', 'ISO-8859-1'.

                    SELECT TEXT_ENCODE('Café', 'UTF-8');
                    -- Result: (binary output)
                    

TEXT_DECODE(input_binary, charset)

Returns a string decoded from binary data using the specified character set.

  • input_binary: The binary value to decode.
  • charset: The character set used for decoding.

                    SELECT TEXT_DECODE(BinaryData, 'UTF-8');
                    -- Result: 'Café'
                    

TOSTRING(string_value1)

Converts the value of this instance to its equivalent string representation.

  • string_value1: The string to be converted.

                      SELECT TOSTRING(123);
                      -- Result: '123'

                      SELECT TOSTRING(123.456);
                      -- Result: '123.456'

                      SELECT TOSTRING(null);
                      -- Result: ''
                    

TRIM(trimspec trimchar FROM string_value)

Returns the character expression with leading and/or trailing blanks removed.

  • trimspec: Optional. If included must be one of the keywords BOTH, LEADING or TRAILING.
  • trimchar: Optional. If included should be a one-character string value.
  • string_value: The string value to trim.

                      SELECT TRIM('     trimmed     ');
                      -- Result: 'trimmed'

                      SELECT TRIM(LEADING FROM '     trimmed     ');
                      -- Result: 'trimmed     '

                      SELECT TRIM('-' FROM '-----trimmed-----');
                      -- Result: 'trimmed'

                      SELECT TRIM(BOTH '-' FROM '-----trimmed-----');
                      -- Result: 'trimmed'

                      SELECT TRIM(TRAILING '-' FROM '-----trimmed-----');
                      -- Result: '-----trimmed'
                    

UNICODE(ncharacter_expression)

Returns the integer value defined by the Unicode standard of the first character of the input expression.

  • ncharacter_expression: The Unicode character expression.

UPPER ( character_expression )

Returns the character expression with lowercase character data converted to uppercase.

  • character_expression: The character expression.

                      SELECT UPPER('MIXED case');
                      -- Result: 'MIXED CASE'
                    

XML_EXTRACT(xml, xpath [, separator])

Extracts an XML document using the specified XPath to flatten the XML. A comma is used to separate the outputs by default, but this can be changed by specifying the third parameter.

  • xml: The XML document to extract.
  • xpath: The XPath used to select the nodes. The nodes selected will be returned in a token-separated list.
  • separator: The optional token used to separate the items in the flattened response. If this is not specified, the separator will be a comma.

                      SELECT XML_EXTRACT('<vowels><ch>a</ch><ch>e</ch><ch>i</ch><ch>o</ch><ch>u</ch></vowels>', '/vowels/ch');
                      -- Result: 'a,e,i,o,u'

                      SELECT XML_EXTRACT('<vowels><ch>a</ch><ch>e</ch><ch>i</ch><ch>o</ch><ch>u</ch></vowels>', '/vowels/ch', ';');
                      -- Result: 'a;e;i;o;u'
                    

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MATH Functions

ABS ( numeric_expression )

Returns the absolute (positive) value of the specified numeric expression.

  • numeric_expression: The expression of an indeterminate numeric data type except for the bit data type.

                      SELECT ABS(15);
                      -- Result: 15

                      SELECT ABS(-15);
                      -- Result: 15
                    

ACOS ( float_expression )

Returns the arc cosine, the angle in radians whose cosine is the specified float expression.

  • float_expression: The float expression that specifies the cosine of the angle to be returned. Values outside the range from -1 to 1 return null.

                      SELECT ACOS(0.5);
                      -- Result: 1.0471975511966
                    

ASIN ( float_expression )

Returns the arc sine, the angle in radians whose sine is the specified float expression.

  • float_expression: The float expression that specifies the sine of the angle to be returned. Values outside the range from -1 to 1 return null.

                      SELECT ASIN(0.5);
                      -- Result: 0.523598775598299
                    

ATAN ( float_expression )

Returns the arc tangent, the angle in radians whose tangent is the specified float expression.

  • float_expression: The float expression that specifies the tangent of the angle to be returned.

                      SELECT ATAN(10);
                      -- Result: 1.47112767430373
                    

ATN2 ( float_expression1 , float_expression2 )

Returns the angle in radians between the positive x-axis and the ray from the origin to the point (y, x) where x and y are the values of the two specified float expressions.

  • float_expression1: The float expression that is the y-coordinate.
  • float_expression2: The float expression that is the x-coordinate.

                      SELECT ATN2(1, 1);
                      -- Result: 0.785398163397448
                    

CEILING ( numeric_expression ) or CEIL( numeric_expression )

Returns the smallest integer greater than or equal to the specified numeric expression.

  • numeric_expression: The expression of an indeterminate numeric data type except for the bit data type.

                      SELECT CEILING(1.3);
                      -- Result: 2

                      SELECT CEILING(1.5);
                      -- Result: 2

                      SELECT CEILING(1.7);
                      -- Result: 2
                    

COS ( float_expression )

Returns the trigonometric cosine of the specified angle in radians in the specified expression.

  • float_expression: The float expression of the specified angle in radians.

                      SELECT COS(1);
                      -- Result: 0.54030230586814
                    

COT ( float_expression )

Returns the trigonometric cotangent of the angle in radians specified by float_expression.

  • float_expression: The float expression of the angle in radians.

                      SELECT COT(1);
                      -- Result: 0.642092615934331
                    

DEGREES ( numeric_expression )

Returns the angle in degrees for the angle specified in radians.

  • numeric_expression: The angle in radians, an expression of an indeterminate numeric data type except for the bit data type.

                      SELECT DEGREES(3.1415926);
                      -- Result: 179.999996929531
                    

EXP ( float_expression )

Returns the exponential value of the specified float expression. For example, EXP(LOG(20)) is 20.

  • float_expression: The float expression.

                      SELECT EXP(2);
                      -- Result: 7.38905609893065
                    

EXPR ( expression )

Evaluates the expression.

  • expression: The expression. Operators allowed are +, -, *, /, ==, !=, >, <, >=, and <=.

                      SELECT EXPR('1 + 2 * 3');
                      -- Result: 7

                      SELECT EXPR('1 + 2 * 3 == 7');
                      -- Result: true
                    

FLOOR ( numeric_expression )

Returns the largest integer less than or equal to the numeric expression.

  • numeric_expression: The expression of an indeterminate numeric data type except for the bit data type.

                      SELECT FLOOR(1.3);
                      -- Result: 1

                      SELECT FLOOR(1.5);
                      -- Result: 1

                      SELECT FLOOR(1.7);
                      -- Result: 1
                    

GREATEST(int1,int2,....)

Returns the greatest of the supplied integers.

				SELECT GREATEST(3,5,8,10,1)
				-- Result: 10			
				

HEX(value)

Returns a the equivalent hex for the input value.

  • value: A string or numerical value to be converted into hex.

				SELECT HEX(866849198);
				-- Result: 33AB11AE
				
				SELECT HEX('Sample Text');
				-- Result: 53616D706C652054657874
				

JSON_AVG(json, jsonpath)

Computes the average value of a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

  • json: The JSON document to compute.
  • jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_AVG('[1,2,3,4,5]', '$[x]');
                      -- Result: 3

                      SELECT JSON_AVG('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 3

                      SELECT JSON_AVG('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 4.5
                    

JSON_COUNT(json, jsonpath)

Returns the number of elements in a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

  • json: The JSON document to compute.
  • jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_COUNT('[1,2,3,4,5]', '$[x]');
                      -- Result: 5

                      SELECT JSON_COUNT('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 5

                      SELECT JSON_COUNT('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 2
                    

JSON_MAX(json, jsonpath)

Gets the maximum value in a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

  • json: The JSON document to compute.
  • jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_MAX('[1,2,3,4,5]', '$[x]');
                      -- Result: 5

                      SELECT JSON_MAX('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 5

                      SELECT JSON_MAX('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[..3]');
                      -- Result: 4
                    

JSON_MIN(json, jsonpath)

Gets the minimum value in a JSON array within a JSON object. The path to the array is specified in the jsonpath argument. Return value is numeric or null.

  • json: The JSON document to compute.
  • jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_MIN('[1,2,3,4,5]', '$[x]');
                      -- Result: 1

                      SELECT JSON_MIN('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 1

                      SELECT JSON_MIN('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 4
                    

JSON_SUM(json, jsonpath)

Computes the summary value in JSON according to the JSONPath expression. Return value is numeric or null.

  • json: The JSON document to compute.
  • jsonpath: The JSONPath used to select the nodes. [x], [2..], [..8], or [1..12] are accepted. [x] selects all nodes.

                      SELECT JSON_SUM('[1,2,3,4,5]', '$[x]');
                      -- Result: 15

                      SELECT JSON_SUM('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[x]');
                      -- Result: 15

                      SELECT JSON_SUM('{"test": {"data": [1,2,3,4,5]}}', '$.test.data[3..]');
                      -- Result: 9
                    

LEAST(int1,int2,....)

Returns the least of the supplied integers.

				SELECT LEAST(3,5,8,10,1)
				-- Result: 1			
				

LOG ( float_expression [, base ] )

Returns the natural logarithm of the specified float expression.

  • float_expression: The float expression.
  • base: The optional integer argument that sets the base for the logarithm.

                      SELECT LOG(7.3890560);
                      -- Result: 1.99999998661119
                    

LOG10 ( float_expression )

Returns the base-10 logarithm of the specified float expression.

  • float_expression: The expression of type float.

                      SELECT LOG10(10000);
                      -- Result: 4
                    

MOD(dividend,divisor)

Returns the integer value associated with the remainder when dividing the dividend by the divisor.

  • dividend: The number to take the modulus of.
  • divisor: The number to divide the dividend by when determining the modulus.

				SELECT MOD(10,3);
				-- Result: 1
				

NEGATE(real_number)

Returns the opposite to the real number input.

  • real_number: The real number to find the opposite of.

				SELECT NEGATE(10);
				-- Result: -10
				
				SELECT NEGATE(-12.4)
				--Result: 12.4
				

PI ( )

Returns the constant value of pi.

                  SELECT PI()
                  -- Result: 3.14159265358979 
                

POWER ( float_expression , y )

Returns the value of the specified expression raised to the specified power.

  • float_expression: The float expression.
  • y: The power to raise float_expression to.

                      SELECT POWER(2, 10);
                      -- Result: 1024

                      SELECT POWER(2, -2);
                      -- Result: 0.25
                    

RADIANS ( float_expression )

Returns the angle in radians of the angle in degrees.

  • float_expression: The degrees of the angle as a float expression.

                      SELECT RADIANS(180);
                      -- Result: 3.14159265358979
                    

RAND ( [ integer_seed ] )

Returns a pseudorandom float value from 0 through 1, exclusive.

  • seed: The optional integer expression that specifies the seed value. If seed is not specified, a seed value at random will be assigned.

                      SELECT RAND();
                      -- This result may be different, since the seed is randomized
                      -- Result: 0.873159630165044

                      SELECT RAND(1);
                      -- This result will always be the same, since the seed is constant
                      -- Result: 0.248668584157093
                    

ROUND ( numeric_expression [ ,integer_length] [ ,function ] )

Returns the numeric value rounded to the specified length or precision.

  • numeric_expression: The expression of a numeric data type.
  • length: The optional precision to round the numeric expression to. When this is omitted, the default behavior will be to round to the nearest whole number.
  • function: The optional type of operation to perform. When the function parameter is omitted or has a value of 0 (default), numeric_expression is rounded. When a value other than 0 is specified, numeric_expression is truncated.

                      SELECT ROUND(1.3, 0);
                      -- Result: 1

                      SELECT ROUND(1.55, 1);
                      -- Result: 1.6

                      SELECT ROUND(1.7, 0, 0);
                      -- Result: 2

                      SELECT ROUND(1.7, 0, 1);
                      -- Result: 1
                      
                      SELECT ROUND (1.24);
                      -- Result: 1.0
                    

SIGN ( numeric_expression )

Returns the positive sign (1), 0, or negative sign (-1) of the specified expression.

  • numeric_expression: The expression of an indeterminate data type except for the bit data type.

                      SELECT SIGN(0);
                      -- Result: 0

                      SELECT SIGN(10);
                      -- Result: 1

                      SELECT SIGN(-10);
                      -- Result: -1
                    

SIN ( float_expression )

Returns the trigonometric sine of the angle in radians.

  • float_expression: The float expression specifying the angle in radians.

                     SELECT SIN(1);
                     -- Result: 0.841470984807897
                    

SQRT ( float_expression )

Returns the square root of the specified float value.

  • float_expression: The expression of type float.

                      SELECT SQRT(100);
                      -- Result: 10
                    

SQUARE ( float_expression )

Returns the square of the specified float value.

  • float_expression: The expression of type float.

                      SELECT SQUARE(10);
                      -- Result: 100

                      SELECT SQUARE(-10);
                      -- Result: 100
                    

TAN ( float_expression )

Returns the tangent of the input expression.

  • float_expression: The expression of type float.

                      SELECT TAN(1);
                      -- Result: 1.5574077246549
                    

TRUNC(decimal_number,precision)

Returns the supplied decimal number truncated to have the supplied decimal precision.

  • decimal_number: The decimal value to truncate.
  • precision: The number of decimal places to truncate the decimal number to.

				SELECT TRUNC(10.3423,2);
				-- Result: 10.34
				

_ROW_NUMBER_()

Returns a row index as an additional column.

				SELECT ColumnName, _ROW_NUMBER_() FROM TableName
				-- Result: ColumnData, 0
				ColumnData2, 1
				ColumnData3, 2
				

CData Python Connector for Certinia

DATE Functions

CURRENT_DATE()

Returns the current date value.

                  SELECT CURRENT_DATE();
                  -- Result: 2018-02-01
                

CURRENT_TIMESTAMP()

Returns the current time stamp of the database system as a datetime value. This value is equal to GETDATE and SYSDATETIME, and is always in the local timezone.

                  SELECT CURRENT_TIMESTAMP();
                  -- Result: 2018-02-01 03:04:05
                

DATEADD (datepart , integer_number , date [, dateformat])

Returns the datetime value that results from adding the specified number (a signed integer) to the specified date part of the date.

  • datepart: The part of the date to add the specified number to. The valid values and abbreviations are
    • year (yy, yyyy)
    • quarter (qq, q)
    • month (mm, m)
    • week (wk, ww)
    • weekday (dw)
    • dayofyear (dy, y)
    • day (dd, d)
    • hour (hh)
    • minute (mi, n)
    • second (ss, s)
    • millisecond (ms)
  • number: The number to be added.
  • date: The expression of the datetime data type.
  • dateformat: The optional output date format.

                  SELECT DATEADD('d', 5, '2018-02-01');
                  -- Result: 2018-02-06

                  SELECT DATEADD('hh', 5, '2018-02-01 00:00:00');
                  -- Result: 2018-02-01 05:00:00
                

DATEDIFF ( datepart , startdate , enddate )

Returns the difference (a signed integer) of the specified time interval between the specified start date and end date.

  • datepart: The part of the date that is the time interval of the difference between the start date and end date. The valid values and abbreviations are:
    • Year (year, yyyy, yy)
    • Quarter (quarter, qq, q)
    • Month (month, mm, m)
    • Week (week, wk, ww)
    • Weekday (weekday, dw)
    • Dayofyear (dayofyear, dy, y)
    • Day (day, dd, d)
    • Hour (hour, hh)
    • Minute (minute, mi, n)
    • Second (second, ss, s)
    • Millisecond (millisecond, ms)
  • startdate: The datetime expression of the start date.
  • enddate: The datetime expression of the end date.

                  SELECT DATEDIFF('d', '2018-02-01', '2018-02-10');
                  -- Result: 9

                  SELECT DATEDIFF('hh', '2018-02-01 00:00:00', '2018-02-01 12:00:00');
                  -- Result: 12
                

DATE_FORMAT(date,format)

Returns the date or timestamp in the format specified. This function mirrors the MySQL DATE_FORMAT function.

  • date: A date or timestamp string.
  • format: The specifier string of the desired output format. The list of supported format specifiers comes from the MySQL DATE_FORMAT function (see link to MySQL documentation above).

					SELECT DATE_FORMAT('9/4/2021 3:11:53 AM','%h')
					-- Result: 03
				  

DATEFROMPARTS(integer_year, integer_month, integer_day)

Returns the datetime value for the specified year, month, and day.

  • year: The integer expression specifying the year.
  • month: The integer expression specifying the month.
  • day: The integer expression specifying the day.

                    SELECT DATEFROMPARTS(2018, 2, 1);
                    -- Result: 2018-02-01
                  

DATENAME(datepart , date)

Returns the character string that represents the specified date part of the specified date.

  • datepart: The part of the date to return. The valid values and abbreviations are year (yy, yyyy), quarter (qq, q), month (mm, m), dayofyear (dy, y), day (dd, d), week (wk, ww), weekday (dw), hour (hh), minute (mi, n), second (ss, s), millisecond (ms), microsecond (mcs), and nanosecond (ns).
  • date: The datetime expression.

                     SELECT DATENAME('yy', '2018-02-01');
                     -- Result: '2018'

                     SELECT DATENAME('dw', '2018-02-01');
                     -- Result: 'Thursday'
                   

DATEPART(datepart, date [,integer_datefirst])

Returns a character string that represents the specified date part of the specified date.

  • datepart: The part of the date to return. The valid values and abbreviations are year (yy, yyyy), quarter (qq, q), month (mm, m), dayofyear (dy, y), day (dd, d), week (wk, ww), weekday (dw), hour (hh), minute (mi, n), second (ss, s), millisecond (ms), microsecond (mcs), nanosecond (ns), ISODOW, ISO_WEEK (isoweek, isowk,isoww), and ISOYEAR.
  • date: The datetime string.
  • datefirst: The optional integer representing the first day of the week. The default is 7, Sunday.

                    SELECT DATEPART('yy', '2018-02-01');
                    -- Result: 2018

                    SELECT DATEPART('dw', '2018-02-01');
                    -- Result: 5
                  

DATETIMEFROMPARTS(integer_year, integer_month, integer_day, integer_hour, integer_minute, integer_seconds, integer_milliseconds)

Returns the datetime value for the specified date parts.

  • year: The integer expression specifying the year.
  • month: The integer expression specifying the month.
  • day: The integer expression specifying the day.
  • hour: The integer expression specifying the hour.
  • minute: The integer expression specifying the minute.
  • seconds: The integer expression specifying the seconds.
  • milliseconds: The integer expression specifying the milliseconds.

                    SELECT DATETIMEFROMPARTS(2018, 2, 1, 1, 2, 3, 456);
                    -- Result: 2018-02-01 01:02:03.456
                  

DATETIME2FROMPARTS(integer_year, integer_month, integer_day, integer_hour, integer_minute, integer_seconds, integer_fractions, integer_precision)

Returns the datetime value for the specified date parts.

  • year: The integer expression specifying the year.
  • month: The integer expression specifying the month.
  • day: The integer expression specifying the day.
  • hour: The integer expression specifying the hour.
  • minute: The integer expression specifying the minute.
  • seconds: The integer expression specifying the seconds.
  • fractions: The integer expression specifying the fractions of the second.
  • precision: The integer expression specifying the precision of the fraction.

				    SELECT DATETIME2FROMPARTS(2018, 2, 1, 1, 2, 3, 456, 3);
                    -- Result: 2018-02-01 01:02:03.456
                  

DATE_TRUNC(date, datepart)

Truncates the date to the precision of the given date part. Modeled after the Oracle TRUNC function.

  • date: The datetime string that specifies the date.
  • datepart: Refer to the Oracle documentation for valid datepart syntax.

				    SELECT DATE_TRUNC('05-04-2005', 'YY');
                    -- Result: '1/1/2005'
					
                    SELECT DATE_TRUNC('05-04-2005', 'MM');
                    -- Result: '5/1/2005'                    
                  

DATE_TRUNC2(datepart, date, [weekday])

Truncates the date to the precision of the given date part. Modeled after the PostgreSQL date_trunc function.

  • datepart: One of 'millennium', 'century', 'decade', 'year', 'quarter', 'month', 'week', 'day', 'hour', 'minute' or 'second'.
  • date: The datetime string that specifies the date.
  • weekday: The optional day of the week to use as the first day for 'week'. One of 'sunday', 'monday', etc.

                    SELECT DATE_TRUNC2('year', '2020-02-04');
                    -- Result: '2020-01-01'

                    SELECT DATE_TRUNC2('week', '2020-02-04', 'monday');
                    -- Result: '2020-02-02', which is the previous Monday
                  

DAY(date)

Returns the integer that specifies the day component of the specified date.

  • date: The datetime string that specifies the date.

                    SELECT DAY('2018-02-01');
                    -- Result: 1
                  

DAYNAME(date)

Returns the name of the day of the week of the specified date.

  • date: The datetime string that specifies the date.

                    SELECT DAYNAME('8/18/2021');
                    -- Result: Wednesday
                  

DAYOFMONTH(date)

Returns the day of the month of the given date part.
  • date: The datetime string that specifies the date.

				  SELECT DAYOFMONTH('04/15/2000');
				  -- Result: 15
				  

DAYOFWEEK(date)

Returns the day of the week of the given date part.
  • date: The datetime string that specifies the date.

				  SELECT DAYOFWEEK('04/15/2000');
				  -- Result: 7
				  

DAYOFYEAR(date)

Returns the day of the year of the given date part.
  • date: The datetime string that specifies the date.

				  SELECT DAYOFYEAR('04/15/2000');
				  -- Result: 106
				  

EOMONTH(date [, integer_month_to_add ]) or LAST_DAY(date)

Returns the last day of the month that contains the specified date with an optional offset.

  • date: The datetime expression specifying the date for which to return the last day of the month.
  • integer_month_to_add: The optional integer expression specifying the number of months to add to the date before calculating the end of the month.

                  SELECT EOMONTH('2018-02-01');
                  -- Result: 2018-02-28
                  
                  SELECT LAST_DAY('2018-02-01');
                  -- Result: 2018-02-28

                  SELECT EOMONTH('2018-02-01', 2);
                  -- Result: 2018-04-30
                

EXTRACT(date_part FROM date_column_name)

Returns the last day of the month that contains the specified date with an optional offset.

  • date_part: One of the following date components: YEAR, MONTH, DAY, HOUR, MINUTE, SECOND.
  • date_column_name: The name of a date column in a table.

                  SELECT EXTRACT(YEAR FROM DateColumn)
                  -- Result: 2021
                

FDWEEK(date)

Returns the first day of the week of the given date part.
  • date: The datetime string that specifies the date.
  • weeks to add: An optional integer expression specifying the number of months to add to the date before calculating the first day of the week.

				  SELECT FDWEEK('02-08-2018');
				  -- Result: 2/4/2018

          SELECT FDWEEK('02-08-2018', 1)
          --Result: 02/11/2018
				  

FDMONTH(date)

Returns the first day of the month of the given date part.
  • date: The datetime string that specifies the date.
  • month to add: An optional integer expression specifying the number of months to add to the date before calculating the first day of the month.

				  SELECT FDMONTH('02-08-2018');
				  -- Result: 2/1/2018

          SELECT FDMONTH('02-08-2018', 1) 
          --Result: 03/01/2018
				  

FDQUARTER(date)

Returns the first day of the quarter of the given date part.
  • date: The datetime string that specifies the date.
  • quarters to add: An optional integer expression specifying the number of months to add to the date before calculating the first day of the quarter.

				  SELECT FDQUARTER('05-08-2018');
				  -- Result: 4/1/2018

          SELECT FDQUARTER('05-08-2018',1)
          --Result: 07/01/2018
				  

FILEMODIFIEDTIME(uri)

Returns the time stamp associated with the Date Modified of the relevant file.

  • uri: An absolute path pointing to a file on the local file system.

				 SELECT FILEMODIFIEDTIME('C:/Documents/myfile.txt');
				 -- Result: 6/25/2019 10:06:58 AM
				 

FROM_DAYS(datevalue)

Returns a date derived from the number of days after 1582-10-15 (based upon the Gregorian calendar). This will be equivalent to the MYSQL FROM_DAYS function.

  • datevalue: A integer value representing the number of days since 1582-10-15.

				SELECT FROM_DAYS(736000);
				-- Result: 2/6/2015
				

FROM_UNIXTIME(time, issecond)

Returns a representation of the unix_timestamp argument as a value in YYYY-MM-DD HH:MM:SS expressed in the current time zone.

  • time: The time stamp value from epoch time. Milliseconds are accepted.
  • issecond: Indicates the time stamp value is milliseconds to epoch time.

                      SELECT FROM_UNIXTIME(1540495231, 1);
                      -- Result: 2018-10-25 19:20:31

                      SELECT FROM_UNIXTIME(1540495357385, 0);
                      -- Result: 2018-10-25 19:22:37
                    

GETDATE()

Returns the current time stamp of the database system as a datetime value. This value is equal to CURRENT_TIMESTAMP and SYSDATETIME, and is always in the local timezone.

                  SELECT GETDATE();
                  -- Result: 2018-02-01 03:04:05
                

GETUTCDATE()

Returns the current time stamp of the database system formatted as a UTC datetime value. This value is equal to SYSUTCDATETIME.

In addition, GETUTCDATE can take an optional second parameter, a date and time that are converted to UTC.

                  SELECT GETUTCDATE();
                  -- For example, if the local timezone is Eastern European Time (GMT+2)
                  -- Result: 2018-02-01 05:04:05

                  SELECT GETUTCDATE('2020/08/31 13:56:00')
                  --Result: '2020-08-31 17:56:00'
                

HOUR(date)

Returns the hour component from the provided datetime.

  • date: The datetime string that specifies the date.

				SELECT HOUR('02-02-2020 11:30:00');
				-- Result: 11
				

ISDATE(date, [date_format])

Returns 1 if the value is a valid date, time, or datetime value; otherwise, 0.

  • date: The datetime string.
  • date_format: The optional datetime format.

                      SELECT ISDATE('2018-02-01', 'yyyy-MM-dd');
                      -- Result: 1

                      SELECT ISDATE('Not a date');
                      -- Result: 0
                    

LAST_WEEK()

Returns a time stamp equivalent to exactly one week before the current date.

				SELECT LAST_WEEK();	//Assume the date is 3/17/2020	
			 -- Result: 3/10/2020 00:00:00
				

LAST_MONTH()

Returns a time stamp equivalent to exactly one month before the current date.

	
				SELECT LAST_MONTH(); //Assume the date is 3/17/2020
				-- Result: 2/17/2020 00:00:00
				

LAST_YEAR()

Returns a time stamp equivalent to exactly one year before the current date.

				SELECT LAST_YEAR();	//Assume the date is 3/17/2020	
				-- Result: 3/10/2019 00:00:00
				

LDWEEK(date)

Returns the last day of the provided week.

  • date: The datetime string.
  • weeks to add: An optional integer expression specifying the number of months to add to the date before calculating the last day of the week.

				SELECT LDWEEK('02-02-2020');
				-- Result: 2/8/2020
				

LDMONTH(date)

Returns the last day of the provided month.

  • date: The datetime string.
  • months to add: An optional integer expression specifying the number of months to add to the date before calculating the last day of the month.

				SELECT LDMONTH('02-02-2020');
				-- Result: 2/29/2020

        SELECT LDMONTH('02-08-2020', 1)
        --Result: 03/31/2020
				

LDQUARTER(date)

Returns the last day of the provided quarter.

  • date: The datetime string.
  • quarters to add: An optional integer expression specifying the number of months to add to the date before calculating the last day of the quarter.

				SELECT LDQUARTER('02-02-2020');
				-- Result: 3/31/2020

        SELECT LDQUARTER('02-02-2020',1)
        --Result: 06/30/2020
				

MAKEDATE(year, days)

Returns a date value from a year and a number of days.

  • year: The year
  • days: The number of days into the year. Value must be greater than 0.

          SELECT MAKEDATE(2020, 1);
          -- Result: 2020-01-01
        

MINUTE(date)

Returns the minute component from the provided datetime.

  • date: The datetime string that specifies the date.

				SELECT MINUTE('02-02-2020 11:15:00');
				-- Result: 15
				

MONTH(date)

Returns the month component from the provided datetime.

  • date: The datetime string that specifies the date.

				SELECT MONTH('02-02-2020');
				-- Result: 2
				

QUARTER(date)

Returns the quarter associated with the provided datetime.

  • date: The datetime string that specifies the date.

				SELECT QUARTER('02-02-2020');
				-- Result: 1
				

SECOND(date)

Returns the second component from the provided datetime.

  • date: The datetime string that specifies the date.

				SELECT SECOND('02-02-2020 11:15:23');
				-- Result: 23
				

SMALLDATETIMEFROMPARTS(integer_year, integer_month, integer_day, integer_hour, integer_minute)

Returns the datetime value for the specified date and time.

  • year: The integer expression specifying the year.
  • month: The integer expression specifying the month.
  • day: The integer expression specifying the day.
  • hour: The integer expression specifying the hour.
  • minute: The integer expression specifying the minute.

                      SELECT SMALLDATETIMEFROMPARTS(2018, 2, 1, 1, 2);
                      -- Result: 2018-02-01 01:02:00
                    

STRTODATE(string,format)

Parses the provided string value and returns the corresponding datetime.

  • string: The string value to be converted to datetime format.
  • format: A format string which describes how to interpret the first string input. A few special formats are available as well, including UNIX, UNIXMILIS, TICKS, and FILETICKS.

				SELECT STRTODATE('03*04*2020','dd*MM*yyyy');
				-- Result: 4/3/2020
				

SYSDATETIME()

Returns the current time stamp as a datetime value of the database system. It is equal to GETDATE and CURRENT_TIMESTAMP, and is always in the local timezone.

                  SELECT SYSDATETIME();
                  -- Result: 2018-02-01 03:04:05
                

SYSUTCDATETIME()

Returns the current system date and time as a UTC datetime value. It is equal to GETUTCDATE.

                  SELECT SYSUTCDATETIME();
                  -- For example, if the local timezone is Eastern European Time (GMT+2)
                  -- Result: 2018-02-01 05:04:05
                

TIMEFROMPARTS(integer_hour, integer_minute, integer_seconds, integer_fractions, integer_precision)

Returns the time value for the specified time and with the specified precision.

  • hour: The integer expression specifying the hour.
  • minute: The integer expression specifying the minute.
  • seconds: The integer expression specifying the seconds.
  • fractions: The integer expression specifying the fractions of the second.
  • precision : The integer expression specifying the precision of the fraction.

                      SELECT TIMEFROMPARTS(1, 2, 3, 456, 3);
                      -- Result: 01:02:03.456
                    

TO_DAYS(date)

Returns the number of days since 0000-00-01. This will only return a value for dates on or after 1582-10-15 (based upon the Gregorian calendar). This will be equivalent to the MYSQL TO_DAYS function.

  • date: The datetime string that specifies the date.

				SELECT TO_DAYS('02-06-2015');
				-- Result: 736000
				

WEEK(date)

Returns the week (of the year) associated with the provided datetime.

  • date: The datetime string that specifies the date.

				SELECT WEEK('02-17-2020 11:15:23');
				-- Result: 8
				

YEAR(date)

Returns the integer that specifies the year of the specified date.

  • date: The datetime string.

                      SELECT YEAR('2018-02-01');
                      -- Result: 2018
                    

CData Python Connector for Certinia

Date Literal Functions

The following date literal functions can be used to filter date fields using relative intervals. Note that while the <, >, and = operators are supported for these functions, <= and >= are not.

L_TODAY()

The current day.

  SELECT * FROM MyTable WHERE MyDateField = L_TODAY()

L_YESTERDAY()

The previous day.

  SELECT * FROM MyTable WHERE MyDateField = L_YESTERDAY()

L_TOMORROW()

The following day.

  SELECT * FROM MyTable WHERE MyDateField = L_TOMORROW()

L_LAST_WEEK()

Every day in the preceding week.

  SELECT * FROM MyTable WHERE MyDateField = L_LAST_WEEK()

L_THIS_WEEK()

Every day in the current week.

  SELECT * FROM MyTable WHERE MyDateField = L_THIS_WEEK()

L_NEXT_WEEK()

Every day in the following week.

  SELECT * FROM MyTable WHERE MyDateField = L_NEXT_WEEK()
Also available:
  • L_LAST/L_THIS/L_NEXT MONTH
  • L_LAST/L_THIS/L_NEXT QUARTER
  • L_LAST/L_THIS/L_NEXT YEAR

L_LAST_N_DAYS(n)

The previous n days, excluding the current day.

  SELECT * FROM MyTable WHERE MyDateField = L_LAST_N_DAYS(3)

L_NEXT_N_DAYS(n)

The following n days, including the current day.

  SELECT * FROM MyTable WHERE MyDateField = L_NEXT_N_DAYS(3)
Also available:
  • L_LAST/L_NEXT_90_DAYS

L_LAST_N_WEEKS(n)

Every day in every week, starting n weeks before current week, and ending in the previous week.

  SELECT * FROM MyTable WHERE MyDateField = L_LAST_N_WEEKS(3)

L_NEXT_N_WEEKS(n)

Every day in every week, starting the following week, and ending n weeks in the future.

  SELECT * FROM MyTable WHERE MyDateField = L_NEXT_N_WEEKS(3)
Also available:
  • L_LAST/L_NEXT_N_MONTHS(n)
  • L_LAST/L_NEXT_N_QUARTERS(n)
  • L_LAST/L_NEXT_N_YEARS(n)

CData Python Connector for Certinia

Projection Functions

CONVERTCURRENCY(column)

Returns the currency field converted to the user's currency

  • column: Any column expression.

CALENDAR_MONTH(column)

Returns a number representing the calendar month of a date field (1 for January, 12 for December).

  • column: Any column expression.

CALENDAR_QUARTER(column)

Returns a number representing the calendar quarter of a date field (1 for January 1 through March 31, 2 for April 1 through June 30, 3 for July 1 through September 30, 4 for October 1 through December 31).

  • column: Any column expression.

CALENDAR_YEAR(column)

Returns a number representing the calendar year of a date field (2009).

  • column: Any column expression.

DAY_IN_MONTH(column)

Returns a number representing the day in the month of a date field (20 for February 20).

  • column: Any column expression.

DAY_IN_WEEK(column)

Returns a number representing the day of the week for a date field (1 for Sunday, 7 for Saturday).

  • column: Any column expression.

DAY_IN_YEAR(column)

Returns a date representing the day portion of a dateTime field (32 for February 1).

  • column: Any column expression.

DAY_ONLY(column)

Returns a date representing the day portion of a dateTime field (2009-09-22 for September 22, 2009).

  • column: Any column expression.

FISCAL_MONTH(column)

Returns a number representing the fiscal month of a date field. This differs from CALENDAR_MONTH() if your organization uses a fiscal year that does not match the Gregorian calendar. If your fiscal year starts in March: 1 for March, 12 for February.

  • column: Any column expression.

FISCAL_QUARTER(column)

Returns a number representing the fiscal quarter of a date field. This differs from CALENDAR_QUARTER() if your organization uses a fiscal year that does not match the Gregorian calendar. If your fiscal year starts in July: 1 for July 15, 4 for June 6.

  • column: Any column expression.

FISCAL_YEAR(column)

Returns a number representing the fiscal year of a date field. This differs from CALENDAR_YEAR() if your organization uses a fiscal year that does not match the Gregorian calendar (2009).

  • column: Any column expression.

HOUR_IN_DAY(column)

Returns a number representing the hour in the day for a dateTime field (18 for a time of 18:23:10).

  • column: Any column expression.

WEEK_IN_MONTH(column)

Returns a number representing the week in the month for a date field (2 for April 10). The first week is from the first through the seventh day of the month.

  • column: Any column expression.

WEEK_IN_YEAR(column)

Returns a number representing the week in the year for a date field (1 for January 3). The first week is from January 1 through January 7.

  • column: Any column expression.

CData Python Connector for Certinia

Predicate Functions

CONVERTCURRENCY(column)

Returns the currency field converted to the user's currency

  • column: Any column expression.

CALENDAR_MONTH(column)

Returns a number representing the calendar month of a date field (1 for January, 12 for December).

  • column: Any column expression.

CALENDAR_QUARTER(column)

Returns a number representing the calendar quarter of a date field (1 for January 1 through March 31, 2 for April 1 through June 30, 3 for July 1 through September 30, 4 for October 1 through December 31).

  • column: Any column expression.

CALENDAR_YEAR(column)

Returns a number representing the calendar year of a date field (2009).

  • column: Any column expression.

DAY_IN_MONTH(column)

Returns a number representing the day in the month of a date field (20 for February 20).

  • column: Any column expression.

DAY_IN_WEEK(column)

Returns a number representing the day of the week for a date field (1 for Sunday, 7 for Saturday).

  • column: Any column expression.

DAY_IN_YEAR(column)

Returns a date representing the day portion of a dateTime field (32 for February 1).

  • column: Any column expression.

DAY_ONLY(column)

Returns a date representing the day portion of a dateTime field (2009-09-22 for September 22, 2009).

  • column: Any column expression.

FISCAL_MONTH(column)

Returns a number representing the fiscal month of a date field. This differs from CALENDAR_MONTH() if your organization uses a fiscal year that does not match the Gregorian calendar. If your fiscal year starts in March: 1 for March, 12 for February.

  • column: Any column expression.

FISCAL_QUARTER(column)

Returns a number representing the fiscal quarter of a date field. This differs from CALENDAR_QUARTER() if your organization uses a fiscal year that does not match the Gregorian calendar. If your fiscal year starts in July: 1 for July 15, 4 for June 6.

  • column: Any column expression.

FISCAL_YEAR(column)

Returns a number representing the fiscal year of a date field. This differs from CALENDAR_YEAR() if your organization uses a fiscal year that does not match the Gregorian calendar (2009).

  • column: Any column expression.

HOUR_IN_DAY(column)

Returns a number representing the hour in the day for a dateTime field (18 for a time of 18:23:10).

  • column: Any column expression.

WEEK_IN_MONTH(column)

Returns a number representing the week in the month for a date field (2 for April 10). The first week is from the first through the seventh day of the month.

  • column: Any column expression.

WEEK_IN_YEAR(column)

Returns a number representing the week in the year for a date field (1 for January 3). The first week is from January 1 through January 7.

  • column: Any column expression.

CData Python Connector for Certinia

SELECT Statements

A SELECT statement can consist of the following basic clauses.

  • SELECT
  • INTO
  • FROM
  • JOIN
  • WHERE
  • GROUP BY
  • HAVING
  • UNION
  • ORDER BY
  • LIMIT

SELECT Syntax

The following syntax diagram outlines the syntax supported by the SQL engine of the connector:

SELECT {
  [ TOP <numeric_literal> | DISTINCT ]
  { 
    * 
    | { 
        <expression> [ [ AS ] <column_reference> ] 
        | { <table_name> | <correlation_name> } .* 
      } [ , ... ] 
  }
  { 
    FROM <table_reference> [ [ AS ] <identifier> ] 
  } [ , ... ]
  [ [  
      INNER | { { LEFT | RIGHT | FULL } [ OUTER ] } 
    ] JOIN <table_reference> [ ON <search_condition> ] [ [ AS ] <identifier> ] 
  ] [ ... ] 
  [ WHERE <search_condition> ]
  [ GROUP BY <column_reference> [ , ... ]
  [ HAVING <search_condition> ]
  [ UNION [ ALL ] <select_statement> ]
  [ 
    ORDER BY 
    <column_reference> [ ASC | DESC ] [ NULLS FIRST | NULLS LAST ]
  ]
  [ 
    LIMIT <expression>
    [ 
      { OFFSET | , }
      <expression> 
    ]
  ] 
} | SCOPE_IDENTITY() 

<expression> ::=
  | <column_reference>
  | @ <parameter> 
  | ?
  | COUNT( * | { [ DISTINCT ] <expression> } )
  | { AVG | MAX | MIN | SUM | COUNT } ( <expression> ) 
  | NULLIF ( <expression> , <expression> ) 
  | COALESCE ( <expression> , ... ) 
  | CASE <expression>
      WHEN { <expression> | <search_condition> } THEN { <expression> | NULL } [ ... ]
    [ ELSE { <expression> | NULL } ]
    END 
  | {RANK() | DENSE_RANK()} OVER ([PARTITION BY <column_reference>] {ORDER BY <column_reference>})
  | <literal>
  | <sql_function> 

<search_condition> ::= 
  {
    <expression> { = | > | < | >= | <= | <> | != | LIKE | NOT LIKE | IN | NOT IN | IS NULL | IS NOT NULL | AND | OR | CONTAINS | BETWEEN | IS DISTINCT FROM | IS NOT DISTINCT FROM } [ <expression> ]
  } [ { AND | OR } ... ] 

Examples

  1. Return all columns:
    SELECT * FROM Account
  2. Rename a column:
    SELECT [Name] AS MY_Name FROM Account
  3. Cast a column's data as a different data type:
    SELECT CAST(AnnualRevenue AS VARCHAR) AS Str_AnnualRevenue FROM Account
  4. Search data:
    SELECT * FROM Account WHERE Industry = 'Floppy Disks'
  5. Return the number of items matching the query criteria:
    SELECT COUNT(*) AS MyCount FROM Account 
  6. Return the number of unique items matching the query criteria:
    SELECT COUNT(DISTINCT Name) FROM Account 
  7. Return the unique items matching the query criteria:
    SELECT DISTINCT Name FROM Account 
  8. Sort a result set in ascending order:
    SELECT BillingState, Name FROM Account  ORDER BY Name ASC
  9. Restrict a result set to the specified number of rows:
    SELECT BillingState, Name FROM Account LIMIT 10 
  10. Parameterize a query to pass in inputs at execution time. This enables you to create prepared statements and mitigate SQL injection attacks.
    SELECT * FROM Account WHERE Industry = @param
See Explicitly Caching Data for information on using the SELECT statement in offline mode.

Pseudo Columns

Some input-only fields are available in SELECT statements. These fields, called pseudo columns, do not appear as regular columns in the results, yet may be specified as part of the WHERE clause. You can use pseudo columns to access additional features from Certinia.

    SELECT * FROM Account WHERE SOQL = '@SOQLQuery'
    

Aggregate Functions

For SELECT examples using aggregate functions, see Aggregate Functions.

JOIN Queries

See JOIN Queries for SELECT query examples using JOINs.

Date Literal Functions

Date Literal Functions contains SELECT examples with date literal functions.

Projection Functions

See Projection Functions for SELECT examples with projection functions.

Predicate Functions

For SELECT examples using predicate functions, see Predicate Functions.

Window Functions

See Window Functions for SELECT examples containing window functions.

Table-Valued Functions

See Table-Valued Functions for SELECT examples with table-valued functions.

CData Python Connector for Certinia

Aggregate Functions

COUNT

Returns the number of rows matching the query criteria.

SELECT COUNT(*) FROM Account WHERE Industry = 'Floppy Disks'

COUNT(DISTINCT)

Returns the number of distinct, non-null field values matching the query criteria.

SELECT COUNT(DISTINCT BillingState) AS DistinctValues FROM Account WHERE Industry = 'Floppy Disks'

AVG

Returns the average of the column values.

SELECT Name, AVG(AnnualRevenue) FROM Account WHERE Industry = 'Floppy Disks'  GROUP BY Name

MIN

Returns the minimum column value.

SELECT MIN(AnnualRevenue), Name FROM Account WHERE Industry = 'Floppy Disks' GROUP BY Name

MAX

Returns the maximum column value.

SELECT Name, MAX(AnnualRevenue) FROM Account WHERE Industry = 'Floppy Disks' GROUP BY Name

SUM

Returns the total sum of the column values.

SELECT SUM(AnnualRevenue) FROM Account WHERE Industry = 'Floppy Disks'

CData Python Connector for Certinia

JOIN Queries

This section discusses some of the features and restrictions that are specific to how the connector supports JOINs.

If possible, the connector attempts to perform JOINs server-side. JOINs that Certinia cannot process are performed client-side.

The CData Python Connector for Certinia supports server-side JOINs based on Certinia Object Query Language (SOQL). The connector supports standard SQL syntax instead of proprietary SOQL to allow easy integration with a wide variety of SQL tools. JOIN queries in Certinia are based on the relationships among Certinia objects.

Relationship Queries

Certinia objects can be linked using relationships. The standard Certinia objects have predefined relationships. You can define relationships for your custom objects.

Parent to Child Relationships

Certinia relationships are directional and are of the following types: one-to-many (parent to child) or many-to-one (child to parent). Since the relationships are directional, the order in which the tables are included in the query determines the path of relationship traversal.

The following query shows a simple parent-to-child JOIN query. This query returns all Accounts and the first and last name of each Contact associated with that Account.

SELECT Contact.FirstName, Account.Name
FROM Account LEFT JOIN Contact ON Account.Id = Contact.AccountId

Polymorphic Relationships

Certinia relationships can be polymorphic. That is, a given relationship on a field can refer to more than one type of entity. For example, the Task entity contains a Who relationship, which, by default, may refer to a Contact or Lead.

The following query shows a JOIN based on a polymorphic relationship. This query returns all contacts and task information that relate to a contact.

SELECT Task.Subject, Contact.Name 
    FROM Contact LEFT JOIN Task ON Task.WhoId = Contact.Id

Custom Relationships

You can specify a JOIN condition that is a custom relationship. The following query retrieves the names of all Account records and the first names of all Contacts that match the specified JOIN condition:

SELECT Contact.Firstname, Account.Name 
FROM Account 
JOIN Contact 
ON Account.MyCustomColumn__c = Contact.Id

Server-Side JOIN Syntax

The connector internally analyzes the Certinia objects' relationships and tries to resolve and translate as many SQL JOINs as possible into Certinia relationship queries for faster and better performance.

You can use the syntax detailed below to execute JOINs on Certinia objects that are processed by the Certinia servers.

The following query returns the first names of all the Contacts in the organization and for each Contact the name of the parent Account associated with that Contact.

SELECT Contact.Firstname, Account.Name
FROM Contact LEFT JOIN Account ON Contact.AccountId = Account.Id

Certinia supports INNER JOINs. The following query retrieves all Account records that are associated with an Opportunity:

SELECT Account.Id, Account.Name, Account.Fax, Opportunity.AccountId, Opportunity.CloseDate 
FROM Account
INNER JOIN Opportunity 
ON Account.Id = Opportunity.AccountId

CData Python Connector for Certinia

Window Functions

Window functions allow you to create computed fields from a group of rows (a window) that return a result for each row, as opposed to one computed result for a set of rows, as is the case with aggregate functions. The connector supports the following window function syntax.

Note: Window function support is an experimental feature of the connector. This functionality extends beyond the connector's core scope of being SQL-92 compliant. As such, performance with window functions may not be optimal.

Window Function Clauses

OVER

The OVER clause defines the window over which window functions are performed.

SELECT A, B, <window function> OVER (<window frame>) FROM TableName

The <window function> refers to any supported window function clause, and the <window frame> refers to one or more clauses that specify the logic by which the window is defined.

PARTITION BY

The PARTITION BY clause subdivides a window into sub-windows called partitions. For each unique value in the column specified in the PARTITION BY clause, every record with that value collectively forms an individual partition.

SELECT A, B, <window function> OVER (PARTITION BY A ORDER BY B) From Account

The <window function> refers to any supported window function clause.

Window Functions

The connector supports math, ranking, and analytic window functions.

Math

These window functions perform mathematical operations on the records within the window.

COUNT()

Calculates the number of records in each partition. The calculated column is of the data type "int".

In each partition, every record will display the total number of records in that partition.

SELECT Name, Role, Earnings, COUNT() OVER (PARTITION BY Role) FROM Employees

COUNT_BIG()

Calculates the number of records in each partition. The calculated column is of the data type "bigint".

In each partition, every record will display the total number of records in that partition.

SELECT Name, Role, Earnings, COUNT_BIG() OVER (PARTITION BY Role) FROM Employees

MIN(numeric_column)

Calculates the minimum value of a numerical column per partition.

In each partition, every record will display the minimum value of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, MIN(Earnings) OVER (PARTITION BY Role) FROM Employees

MAX(numeric_column)

Calculates the maximum value of a numerical column per partition.

In each partition, every record will display the maximum value of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, MAX(Earnings) OVER (PARTITION BY Role) FROM Employees

SUM(numeric_column)

Calculates the sum of a numerical column per partition.

In each partition, every record will display the sum of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, SUM(Earnings) OVER (PARTITION BY Role) FROM Employees

AVG(numeric_column)

Calculates the average value of a numerical column per partition.

In each partition, every record will display the average value of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, AVG(Earnings) OVER (PARTITION BY Role) FROM Employees

MEDIAN(numeric_column)

Calculates the median value of a numerical column per partition.

In each partition, every record will display the median value of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, MEDIAN(Earnings) OVER (PARTITION BY Role) FROM Employees

STDEV(numeric_column)

Calculates the standard deviation of a numerical column per partition.

In each partition, every record will display the standard deviation of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, STDEV(Earnings) OVER (PARTITION BY Role) FROM Employees

STDEVP(numeric_column)

Calculates the population standard deviation of a numerical column per partition.

In each partition, every record will display the population standard deviation of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, STDEVP(Earnings) OVER (PARTITION BY Role) FROM Employees

VAR(numeric_column)

Calculates the statistical standard variance of a numerical column per partition.

In each partition, every record will display the statistical standard variance of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, VAR(Earnings) OVER (PARTITION BY Role) FROM Employees

VARP(numeric_column)

Calculates the variance population of a numerical column per partition.

In each partition, every record will display the variance population of numeric_column across the records in that partition.

SELECT Name, Role, Earnings, VARP(Earnings) OVER (PARTITION BY Role) FROM Employees

Ranking

These window functions rank records that fall within the window and its partitions.

RANK()

Assigns a rank number to each record in a window based on the value of the column specified in the required ORDER BY clause.

If two or more records have an equal value in the in ranked column, they all receive the same rank number and the rank count increments internally, skipping ahead one rank number for each record with a duplicate value in the ORDER BY column.

SELECT BillingState, Name, RANK() OVER (ORDER BY Name) AS Rank FROM Account

If you add a PARTITION BY clause, a separate set of ranks is calculated for each partition.

SELECT BillingState, Name, RANK() OVER (PARTITION BY BillingState ORDER BY Name) AS Rank FROM Account

DENSE_RANK()

Operates like the RANK() function, but it doesn't increment the internal rank counter for each record with a duplicate value in the ranked column.

This means that, while records with identical values in the ORDER BY column still share a rank number, the function never skips a rank number.

SELECT BillingState, Name, DENSE_RANK() OVER (PARTITION BY BillingState ORDER BY Name) AS Rank FROM Account

If you add a PARTITION BY clause, a separate set of ranks is calculated for each partition.

SELECT BillingState, Name, DENSE_RANK() OVER (PARTITION BY BillingState ORDER BY Name) AS Rank FROM Account

ROW_NUMBER()

Calculates a row number for each record. An ORDER BY clause in the OVER clause is required.

SELECT Name, Role, Earnings, ROW_NUMBER() OVER (ORDER BY Role) FROM Employees
If you define multiple partitions with PARTITION BY, a new set of row numbers are calculated for each partition.
SELECT Name, Role, Earnings, ROW_NUMBER() OVER (PARTITION BY Role ORDER BY Earnings) FROM Employees

NTILE()

Distributes rows of an ordered partition into a specified number of approximately equal groups, or buckets. It assigns each group a bucket number starting from one. For each row in a group, the NTILE() function assigns a bucket number representing the group to which the row belongs.

The syntax of NTILE() is:

NTILE(buckets) OVER (
    [PARTITION BY partition_expression, ... ]
    ORDER BY sort_expression [ASC | DESC], ...
)
The following are paramaters that NTILE() supports:

  • buckets: The number of buckets into which the rows are divided. The buckets can be an expression or subquery that evaluates to a positive integer. It cannot be a window function.
  • PARTITION BY: distributes rows of a result set into partitions to which the NTILE() function is applied.
  • ORDER BY is clause that specifies the logical order of rows in each partition to which the NTILE() is applied.

If the number of rows is not divisible by the buckets, the NTILE() function returns groups of two sizes with the difference by one. The larger groups always precede the smaller group in the order set by ORDER BY in the OVER() clause.

If the total of rows is divisible by the number of buckets, the function divides the rows evenly among buckets. The following statement creates a new table named ntile_demo that stores 10 integers:

CREATE TABLE sales.ntile_demo (
	v INT NOT NULL
);
	
INSERT INTO sales.ntile_demo(v) 
VALUES(1),(2),(3),(4),(5),(6),(7),(8),(9),(10);	
	
SELECT * FROM sales.ntile_demo;
This statement uses the NTILE() function to divide ten rows into three groups:
SELECT 
	v, 
	NTILE (3) OVER (
		ORDER BY v
	) buckets
FROM 
	sales.ntile_demo;

Analytical

These window functions perform analytical operations on the records within the window.

PERCENT_RANK()

Calculates the relative rank SQL Percentile of each row. It returns values greater than zero, but the maximum value is one. It does not count any NULL values. This function is nondeterministic.

The syntax of PERCENT_RANK() is:

PERCENT_RANK() OVER (
      [PARTITION BY partition_expression, ... ]
      ORDER BY sort_expression [ASC | DESC], ...
  )
  
This syntax uses the following parameters.

  • PARTITION BY: By default, SQL Server treats the whole data set as a single set. You can specify the PARTITION BY clause to divide data into multiple sets. The Percent_Rank function performs the analytical calculations on each set. This parameter is optional.
  • ORDER BY: Sorts the data in either ascending or descending order. This parameter is required.

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Table-Valued Functions

Table-valued functions are functions that return a table (rowset).

Note: Table-valued function support is an experimental feature of the connector. This functionality extends beyond the connector's core scope of being SQL-92 compliant. As such, performance with these functions may not be optimal.

Table-Valued Function Clauses

CROSS APPLY

The CROSS APPLY operator is used to perform a subquery on each row of a table or resultset produced by a preceding table expression.

<table_expression_1> CROSS APPLY <table_expression_2>

The second table expression can reference results from the first table expression to create derived columns or an altered recordset via a table-valued function.

Each resulting record is an instance of the record it's splitting, with all the same column values, except for the column(s) containing the value split by the function.

WITH

The WITH clause is used alongside certain table-valued functions to match against constructs within the structure being split (keys, element names, attribute names, etc.) and/or to specify metadata for the columns generated from the function.
SELECT A.ColumnName, X.DerivedColumnName FROM TableName A CROSS APPLY <table-valued function> WITH (DerivedColumnName varchar(255)) AS X

Table-Valued Functions

STRING_SPLIT(input_text,delimiter)

Takes each record in the recordset of the preceding table expression, splits the column containing delimiters (input_text) into substrings separated by the delimiter, and returns one record per substring.

  • input_text: A column whose value you want to parse.
  • delimiter: The character used to split the value of the column specified in input_text.

Suppose there is a column called "SplitColumn" with the following content:

One-Two-Three
To unpack this value across multiple records:
SELECT A.ID, X.Value FROM [TableWithDelimitedStringField] A CROSS APPLY STRING_SPLIT(A.SplitColumn,'-') WITH (Value VARCHAR(255)) AS X

-- Results:
-----------
|ID|Value|
|1|One|
|1|Two|
|1|Three|

JSONTABLE(json_content,[jsonpath])

For each record in the recordset of the preceding table expression, returns one record for each instance of a key in a JSON array (json_content) that matches the key(s) specified in the WITH clause, at the scope specified by the "jsonpath" input.

  • json_content: A JSON "table" (array of objects). The contents can nest, but this must be a single JSON array, not any other JSON structure, at the root level.
    • The values of every instance of the key(s) provided in the WITH clause are retrievable only for substructures which are immediate children of the root-level JSON array.
  • jsonpath: An optional JSONPath query defining the scope, within the json_content array, that you want to pull content from. The JSON key(s) identified in the WITH clause must exist at the scope defined in this parameter. This defaults to the JSON root ($).

Consider a sample table with a single record, including an ID column and column with JSON content called "JSONColumn" with the following content:

[
	{
		"name": "Samuel",
		"email": "sam@gmail.com",
		"extrainfo": {
			"city": "Seattle"
		}
	},
	{
		"name": "Katherine",
		"email": "kat@gmail.com",
	},
	{
		"name": "George",
		"email": "george23@gmail.com",
	},
	{
		"name": "Carlos",
		"email": "carlos32@gmail.com",
	}
]

To extract all values for a certain key, specify the scope in the JSONTABLE function and provide the desired key(s) in the WITH clause.

SELECT A.ID, X.name FROM [TableWithJSONField] A CROSS APPLY JSONTABLE(A.JSONColumn) WITH (name VARCHAR(255)) AS X

-- Results: 
|ID|name|
---------
|1 |Samuel|
|1 |Katherine|
|1 |George|
|1 |Carlos|

XMLTABLE(xml_content,[xpath,child_type])

For each record in the resultset of the preceding table expression, returns one record for each of the elements and/or attributes in an XML structure (xml_content) that match the tag name(s) and/or attribute name(s) specified in the WITH clause, at the scope specified in the "xpath" input.

  • xml_content: A column containing an XML structure.
  • xpath: An optional XPath that specifies the scope within the XML structure at which the connector extracts content matching the tag/attribute name(s) specified in the WITH clause.
    • When extracting the content of sub-elements, the connector can retrieve all content from tags at the root level, (depth 0) immediate children of the root (depth 1), and children of those children (depth 2).
    • When extracting element attribute content, the connector can retrieve all content from tags containing the specified attribute at the root level (depth 0) and from immediate children of root-level elements (depth 1).
  • child_type: An optional parameter that specifies the part(s) of the parent element (specified in the xpath input) that the column(s) provided in the WITH clause are checked against to identify content.
    • You can supply the following values:
      • 0: The column(s) in the WITH clause are checked for matches against the parent element's attribute names and sub-element tag names.
      • 1: The column(s) in the WITH clause are checked for matches against the parent element's attribute names.
      • 2: The column(s) in the WITH clause are checked for matches against the parent element's sub-element tag names.
    • When not supplied, this defaults to 0.

Extracting Sub-Element Values

Consider a sample table with a single record, including an ID column and a column with XML content called "XMLContent" with the following content:
<shoppingList>
    <item>
        <name>Apples</name>
        <quantity>3</quantity>
        <unit>Kg</unit>
    </item>
    <item>
        <name>Bread</name>
        <quantity>2</quantity>
        <unit>Loaf</unit>
		<extrainfo>
			<Type>Whole-Grain</Type>
		</extrainfo>
    </item>
    <item>
        <name>Milk</name>
        <quantity>1</quantity>
        <unit>Carton</unit>
    </item>
    <item>
        <name>Eggs</name>
        <quantity>12</quantity>
        <unit></unit>
    </item>
</shoppingList>

To extract sub-element content, specify the scope in the XMLTABLE function and provide the desired element name(s) in the WITH clause. Note that this will not work if the XMLTABLE function's child_type input is set to 1.

SELECT A.ID, X.name FROM [TableWithXMLField] A CROSS APPLY XMLTABLE(A.XMLContent,'//*/item') WITH (name VARCHAR(255)) AS X

-- Results: 
|ID|name|
---------
|1|Apples|
|1|Bread|
|1|Milk|
|1|Eggs|

Extracting Values Using Element Tag Attributes

Suppose you have this sample table with a single record, including an ID column and a column with XML content called "XMLContent" with the following content:

<restaurant>
  <dish type="appetizer">
    <name lang="en">Caprese Salad</name>
    <chef>Chef Giovanni</chef>
    <price currency="USD">9.99</price>
  </dish>
  <dish type="main-course">
    <name lang="fr">Boeuf Bourguignon</name>
    <chef>Chef Marie</chef>
    <price currency="EUR">19.99</price>
  </dish>
  <dish type="dessert">
    <name lang="es">Tres Leches Cake</name>
    <chef>Chef Alejandro</chef>
    <price currency="MXN">89.99</price>
  </dish>
</restaurant>

To extract attribute content, specify the scope in the XMLTABLE function and provide the desired attribute name(s) in the WITH clause. Note that this will not work if the XMLTABLE function's child_type input is set to 2.

SELECT A.ID, X.type FROM [TableWithXMLField] A CROSS APPLY XMLTABLE(A.XMLContent,'//*/dish') WITH (type VARCHAR(255)) AS X

-- Results: 
|ID|type|
---------
|1|appetizer|
|1|main-course|
|1|dessert|

CSVTABLE(csv_content,[delimiter])

For each record in the resultset of the preceding table expression, reads from a column that contains a CSV table (csv_content) and for each record in that CSV table, returns one record containing the value of the CSV column(s) specified in the WITH clause.

  • csv_content: A column containing a CSV table.
  • delimiter: An optional custom delimiter (instead of a comma) which splits the CSV content contained in the csv_content input.

Consider a sample table with a single record, including an ID column and a column containing CSV table called "CSVContent" with the following content:

Name;Category;Price
Apple;Fruit;0.99
Spaghetti;Pasta;5.49
Chicken Breast;Meat;8.99
Broccoli;Vegetable;2.49

To select every value in the "Name" column and account for the custom delimiter (;):

SELECT A.ID, X.Name FROM [TableWithCSVField] A CROSS APPLY CSVTABLE(A.CSVContent,';') WITH (Name VARCHAR(255)) AS X

-- Results:
|ID|Name|
-----------
|1|Apple|
|1|Spaghetti|
|1|Chicken Breast|
|1|Broccoli|

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INSERT Statements

To create new records, use INSERT statements.

INSERT Syntax

The INSERT statement specifies the columns to be inserted and the new column values. You can specify the column values in a comma-separated list in the VALUES clause, as shown in the following example:

INSERT INTO <table_name> 
( <column_reference> [ , ... ] )
VALUES 
( { <expression> | NULL } [ , ... ] ) 
  

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>
The following is an example query:
INSERT INTO Account (Name) VALUES ('John')

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UPDATE Statements

To modify existing records, use UPDATE statements.

Update Syntax

The UPDATE statement takes as input a comma-separated list of columns and new column values as name-value pairs in the SET clause, as shown in the following example:

UPDATE <table_name> SET <select_statement> | {<column_reference> = <expression> [ , ... ]} WHERE { Id = <expression>  } [ { AND | OR } ... ] 

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

The following is an example query:

UPDATE Account SET Name='John' WHERE Id = @myId

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UPSERT Statements

An UPSERT statement updates an existing record or creates a new record if an existing record is not identified.

Configuring Upserts

Upserts can only be performed on a field explicitly defined in FinancialForce to be an external key. You need to provide the name of this field in a column called ExternalIdColumn, as shown in the following query:

  UPSERT INTO Lead (FirstName, LastName, Company, External_Id_Column__c, ExternalIdColumn) 
  VALUES ('Bob', 'Thorton', 'Universal Pictures', 12345, 'External_Id_Column__c')

In order for the ExternalIdColumn to show up, modify the FinancialForce connection properties to set the PseudoColumns field to the value '*=*' without the quotes.

An UPSERT statement updates an existing record or create a new record if an existing record is not identified.

UPSERT Syntax

The UPSERT syntax is the same as for INSERT. Certinia uses the input provided in the VALUES clause to determine whether the record already exists. If the record does not exist, all columns required to insert the record must be specified. See Data Model for any table-specific information.

UPSERT INTO <table_name> 
( <column_reference> [ , ... ] )
VALUES 
( { <expression> | NULL } [ , ... ] ) 
  

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>
Example Query:
UPSERT INTO Account (Name) VALUES ('John')

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DELETE Statements

To delete information from a table, use DELETE statements.

DELETE Syntax

The DELETE statement requires the table name in the FROM clause and the row's primary key in the WHERE clause, as shown in the following example:

<delete_statement> ::= DELETE FROM <table_name> WHERE { Id = <expression> } [ { AND | OR } ... ]

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

The following is an example query:

DELETE FROM Account WHERE Id = @myId

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GETDELETED Statements

You can issue the GETDELETED query to retrieve all records deleted from the live data for the time range specified. This query accepts a datetime value as a filter, as shown in the following example:

GETDELETED FROM <table_name> WHERE <search_condition>

<search_condition> ::= 
  {
    <expression> { = | < | <= | > | >= } [ <expression> ] 
  } [ { AND | OR } ... ]

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>
  

The following is an example query:

GETDELETED FROM Account WHERE TimeModified >='2013-01-01'
Note: By putting a CACHE command in front of the query, you can update the cache to remove all values that have been deleted from the data source, as shown in the following example:
CACHE GETDELETED FROM [TableName] WHERE TimeModified >= '2013-01-01' AND TimeModified <= '2013-02-01'

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CACHE Statements

When caching is enabled, CACHE statements provide complete control over the data that is cached and the table to which it is cached. The CACHE statement executes the SELECT statement specified and caches its results to a table with the same name in the cache database or to table specified in <cached_table_name>. The connector updates or inserts rows to the cache depending on whether or not they already exist in the cache, so the primary key, which is used to identify existing rows, must be included in the selected columns.

See Caching Data for more information on different caching strategies.

CACHE Statement Syntax

The cache statement may include the following options that alter its behavior:

CACHE [ <cached_table_name> ] [ WITH TRUNCATE | AUTOCOMMIT | SCHEMA ONLY | DROP EXISTING | ALTER SCHEMA ] <select_statement> 

WITH TRUNCATE

If this option is set, the connector removes existing rows in the cache table before adding the selected rows. Use this option if you want to refresh the entire cache table but keep its existing schema.

AUTOCOMMIT

If this option is set, the connector commits each row individually. Use this option if you want to ignore the rows that could not be cached due to some reason. By default, the entire result set is cached as a single transaction.

DROP EXISTING

If this option is set, the connector drops the existing cache table before caching the new results. Use this option if you want to refresh the entire cache table, including its schema.

SCHEMA ONLY

If this option is set, the connector creates the cache table based on the SELECT statement without executing the query.

ALTER SCHEMA

If this option is set, the connector alters the schema of the existing table in the cache if it does not match the schema of the SELECT statement. This option results in new columns or dropped columns, if the schema of the SELECT statement does not match the cached table.

Common Queries

Use the following cache statement to cache all rows of a table:

CACHE SELECT * FROM Account

Use the following cache statement to cache all rows of a table into the cache table CachedAccount:

CACHE CachedAccount SELECT * FROM Account

Use the following cache statement for incremental caching. The DateModified column may not exist in all tables. The cache statement shows how incremental caching would work if there were such a column. Also, notice that, in this case, the WITH TRUNCATE and DROP EXISTING options are specifically omitted, which would have deleted all existing rows.

CACHE CachedAccount SELECT * FROM Account WHERE DateModified > '2013-04-04'

Use the following cache statements to create a table with all available columns that will then cache only a few of them. The sequence of statements cache only BillingState and Name even though the cache table CachedAccount has all the columns in Account.

CACHE CachedAccount SCHEMA ONLY SELECT * FROM Account
CACHE CachedAccount SELECT BillingState, Name FROM Account

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EXECUTE Statements

To execute stored procedures, you can use EXECUTE or EXEC statements.

EXEC and EXECUTE assign stored procedure inputs, referenced by name, to values or parameter names.

Stored Procedure Syntax

To execute a stored procedure as an SQL statement, use the following syntax:

 
{ EXECUTE | EXEC } <stored_proc_name> 
{
  [ @ ] <input_name> = <expression>
} [ , ... ]

<expression> ::=
  | @ <parameter> 
  | ?
  | <literal>

Example Statements

Reference stored procedure inputs by name:

EXECUTE my_proc @second = 2, @first = 1, @third = 3;

Execute a parameterized stored procedure statement:

EXECUTE my_proc second = @p1, first = @p2, third = @p3; 

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PIVOT and UNPIVOT

PIVOT and UNPIVOT can be used to change a table-valued expression into another table.

PIVOT

PIVOT rotates a table-value expression by turning unique values from one column into multiple columns in the output. PIVOT can run aggregations where required on any column value.
PIVOT Synax

 
"SELECT 'AverageCost' AS Cost_Sorted_By_Production_Days, [0], [1], [2], [3], [4]
FROM
(
SELECT DaysToManufacture, StandardCost
FROM Production.Product
) AS SourceTable
PIVOT
(
AVG(StandardCost)
FOR DaysToManufacture IN ([0], [1], [2], [3], [4])
) AS PivotTable;"

UNPIVOT

UNPIVOT carries out nearly the opposite to PIVOT by rotating columns of a table-valued expressions into column values.
UNPIVOT Sytax

 
"SELECT VendorID, Employee, Orders
FROM
(SELECT VendorID, Emp1, Emp2, Emp3, Emp4, Emp5
FROM pvt) p
UNPIVOT
(Orders FOR Employee IN
(Emp1, Emp2, Emp3, Emp4, Emp5)
)AS unpvt;"

For further information on PIVOT and UNPIVOT, see FROM clause plus JOIN, APPLY, PIVOT (Transact-SQL)

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INSERT INTO SELECT Statements

Use INSERT INTO SELECT queries to select a list of records from one table and insert those same records into another table as a group. Inserting batches of records in this way may result in improved query performance compared to using many individual INSERT INTO queries.

The table whose records are selected for insertion into another table can be either a real table or a user-defined temporary table.

Inserting Records from Real Tables

To insert a group of records from one real, non-temporary, source table into another destination table, you can use an INSERT INTO SELECT query. This type of query is formatted similarly to a standard INSERT INTO query, except the VALUES clause is substituted with a SELECT query targeting the source table. All records matched by the embedded SELECT query are inserted into the destination table.

If the source table and destination tables have different column names, you must map columns from the source table to the corresponding columns in the destination table you want to insert them into. Perform this mapping by specifying the destination table columns in the same order as the source table columns you want to match them with. For example:

INSERT INTO DestinationTable (A,B,C,D) SELECT Q,R,S,T FROM SourceTable

In this example, the first source column (Q) is inserted into the first destination column (A), the second source column (R) is inserted into the second destination column (B), and so on.

If the source table and destination table both have the same column list with the same names, you can use a streamlined query.

INSERT INTO DestinationTableWithSameColumns SELECT * FROM SourceTable

In this example, there is no need to specify a list of columns for either the source or destination table, because their metadata already matches.

Inserting Records from Temporary Tables

You can manually define and populate temporary tables to hold a list of records for later bulk insertion.

Populate the Temporary Table

To create a temporary table, you must give it a name ending in "#TEMP" and execute an INSERT INTO query using that name, as if that table already existed in the database. After executing the first INSERT INTO, the temporary table exists and can receive subsequent INSERTs. For example:

INSERT INTO Account#TEMP (Name, MyCustomField__c) VALUES ('New Account', '9000');
INSERT INTO Account#TEMP (Name, MyCustomField__c) VALUES ('New Account 2', '9001');
INSERT INTO Account#TEMP (Name, MyCustomField__c) VALUES ('New Account 3', '9002');

This creates a temporary table called Account#TEMP with two columns and three rows of data. Since type cannot be determined on the temporary table itself, all values are considered strings and later converted to the proper type when they are inserted together into the real (non-temporary) table of interest.

Insert Temporary Table Contents into Real Tables

Once your temporary table is populated, execute an INSERT INTO SELECT query targeting the real (non-temporary) table you want to insert the temporary table's records into. This is formatted similarly to a standard INSERT INTO query, except the VALUES clause is substituted with a SELECT query targeting the matching columns in the temporary table. For example:

INSERT INTO Account (Name, MyCustomField__c) SELECT Name, MyCustomField__c FROM Account#TEMP
In this example, the full contents of Account#TEMP are inserted into the Account.

Results

The LastResultInfo#TEMP temporary table contains details about the most recently executed query that uses the contents of a temporary table in an embedded SELECT clause, as is the case for INSERT INTO SELECT queries that use a temporary table as the source of records. This table is cleared and repopulated each time such a query is executed. LastResultInfo#TEMP includes information such as whether the query in question succeeded, and how many rows were affected by the query.

Temporary Table Lifespan

Temporary tables only last as long as the connection remains open. When the connection to Certinia is closed, all temporary tables are cleared, including the LastResultInfo#TEMP table.

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UPDATE SELECT Statements

To perform multiple updates in a single request to Certinia,first use the INSERT INTO syntax to insert a temporary table of data into Certinia. This works by first populating a temporary table with the data you are going to submit to Certinia. Once you have all of the data you want to update, use UPDATE SELECT FROM to pass the temporary table data into the table in Certinia.

Populate the Temporary Table

The temporary table you are populating is dynamic and is created at run time the first time you insert to it. Temporary tables are denoted by a # appearing in their name. When using a temporary table to update, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you are inserting to. For example:

INSERT INTO Account#TEMP (Id, Name, MyCustomField__c) VALUES ('AX1000001', 'New Account', '9000');
INSERT INTO Account#TEMP (Id, Name, MyCustomField__c) VALUES ('AX1000002', 'New Account 2', '9001');
INSERT INTO Account#TEMP (Id, Name, MyCustomField__c) VALUES ('AX1000003', 'New Account 3', '9002');

This creates a temporary table called Account#TEMP with three columns and three rows of data. Since type cannot be determined on the temporary table itself, all values are stored in memory as strings. The values are later converted to the proper type when they are submitted to the Account table.

Update the Actual Table

Once your temporary table is populated, it is now time to update the actual table in Certinia. You can do this by performing an UPDATE to the actual table and selecting the input data from the temporary table. For example:

UPDATE Account (Id, Name, MyCustomField__c) SELECT Id, Name, MyCustomField__c FROM Account#TEMP
In this example, the full contents of the Account#TEMP table are passed into the Account table. This results in fewer requests being submitted to Certinia since multiple updates may be submitted with each request, which is much better for performance if you have many records to update.

Results

The results of the query are stored in the LastResultInfo#TEMP temporary table. This table is cleared and repopulated the next time data is modified by passing in a temporary table. Please be aware that the LastResultInfo#TEMP table has no predefined schema. You need to check its metadata at run time before reading data.

Temporary Table Life Span

Temporary tables only last as long as the connection remains open. When the connection to Certinia is closed, all temporary tables are cleared, including the LastResultInfo#TEMP table.

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DELETE SELECT Statements

To perform multiple deletes in a single request to Certinia, first use the INSERT INTO syntax to create an in-memory temporary table of data to be deleted. Once you have all of the data you want to delete added to temporary table, use DELETE FROM syntax to delete data from the live table in Certinia. This functionality is also available via the standard Batch Processing API available in JDBC.

Populate the Temporary Table

The temporary table you are populating is dynamic and is created at run time the first time you insert to it. Temporary tables are denoted by a # appearing in their name. When using a temporary table to delete, the temporary table must be named in the format [TableName]#TEMP, where TableName is the name of the table you are inserting to. For example:

INSERT INTO Account#TEMP (Id) VALUES ('AX1000001');
INSERT INTO Account#TEMP (Id) VALUES ('AX1000002');
INSERT INTO Account#TEMP (Id) VALUES ('AX1000003');

This creates a temporary table called Account#TEMP with one column and three rows of data. Since type cannot be determined on the temporary table itself, all values are stored in memory as strings. They are later converted to the proper type when they are submitted to the Account table.

Delete from the Actual Table

Once your temporary table is populated, it is now time to insert to the actual table in Certinia. You can do this by performing a DELETE from the actual table and selecting the input data from the temporary table. For example:

DELETE FROM Account WHERE EXISTS SELECT Id FROM Account#TEMP

In this example, the full contents of the Account#TEMP table are passed into the Account table. This results in fewer requests being submitted to Certinia since multiple deletes may be submitted with each request, which is much better for performance if you have many records to delete.

Results

The results of the query are stored in the LastResultInfo#TEMP temporary table. This table is cleared and repopulated the next time data is modified by passing in a temporary table. Please be aware that the LastResultInfo#TEMP table has no predefined schema. You need to check its metadata at run time before reading data.

Temporary Table Life Span

Temporary tables only last as long as the connection remains opened. When the connection to Certinia is closed, all temporary tables are cleared, including the LastResultInfo#TEMP table.

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CREATE TABLE Statements

To create new Certinia entities, use CREATE TABLE statements.

CREATE TABLE Syntax

The CREATE TABLE statement specifies the table name and a comma-separated list of column names and the primary keys of the table, as shown in the following example:

CREATE TABLE <table_name> [ IF [ NOT EXISTS ] ]
( 
  { 
     <column_name> <data_type> 
     [ NOT NULL ] 
     [ DEFAULT <literal> ] 
     [ PRIMARY KEY ] 
     [ UNIQUE ] 
  } |  PRIMARY KEY ( <column_name> [ , ... ] ) 
  [ , ... ]
)

The following example statement creates a MyCustomers table on the Certinia server with name, age, and address columns:

CREATE TABLE IF NOT EXISTS [MyCustomers] (name VARCHAR(20), age INT, address VARCHAR(20))

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DROP TABLE Statements

Use DROP TABLE statements to delete a table and all the data it contains from Certinia.

DROP TABLE Syntax

The DROP TABLE statement accepts the name of the table to delete, as shown in the following example:

DROP TABLE [ IF EXISTS ] <table_name> 

The following query deletes all MyCustomers data from the server:

DROP TABLE IF EXISTS MyCustomers

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ALTER TABLE Statements

Use the ALTER TABLE statement to add, delete, or modify the columns of a table.

ALTER TABLE Syntax

To add, delete, or modify columns, use the ADD, ALTER, or DROP keywords of the ALTER TABLE statement, as shown in the following example. The ADD keyword accepts a column definition or a comma-separated list of column definitions. The ALTER keyword accepts a column definition. The DROP keyword accepts a column name.

ALTER TABLE <table_name> 
  ADD [ COLUMN ] [ IF NOT EXISTS ]
    <column_definition> | ( <column_definition> [ , ... ] )
	|	ALTER COLUMN <column_definition>
	|	DROP COLUMN [ IF EXISTS ] <column_name> 

<column_definition> ::=
  <column_name>
  <data_type> 
  [ NOT NULL ] 
  [ DEFAULT <literal> ] 
  [ PRIMARY KEY ] 
  [ UNIQUE ] 

The following query adds a new ExternalCustomerId column on the server:

ALTER TABLE MyCustomers ADD (ExternalCustomerId int)

The following query changes the data type of the ExternalCustomerId column:

ALTER TABLE MyCustomers ALTER COLUMN ExternalCustomerId  string

The following query removes the ExternalCustomerId column:

ALTER TABLE MyCustomers DROP COLUMN  ExternalCustomerId

CData Python Connector for Certinia

Data Model

You can use the connector to work with all of the tables in your account. The connector connects to Certinia and gets the list of tables and the metadata for the tables by calling the appropriate web services. Any changes you make to your Certinia 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 connector.

Tables

The connector models the Certinia API as relational Tables. The table definitions are dynamically retrieved; here, we show the sample table definitions that are included in the FinancialForce.com development environment.

In addition to the tables, the connector also offers stored procedures and views, enabling you to work with other aspects of the Certinia API, like bulk jobs, custom reports, and so on.

Stored Procedures

Stored Procedures are function-like interfaces to Certinia. They can be used to search, update, and modify information in Certinia.

Views

Views offer additional metadata information from Certinia.

CData Python Connector for Certinia

Tables

The connector models the data in Certinia as a list of tables in a relational database that can be queried using standard SQL statements.

CData Python Connector for Certinia Tables

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

The connector can also expose custom entities on your Certinia account that are not mentioned in the Tables. You can query against these custom entities as with any other table. Additionally, you can query against custom fields of standard entities.

There is a naming limitation that applies to the lists and to the custom fields. Empty spaces in list names are converted to underscores for the table names. Also, all custom fields and custom entities are identified by Certinia with a __c appended to the end of the name.

CData Python Connector for Certinia

AcceptedEventRelation

This is a table representing the AcceptedEventRelation entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AcceptedEventRelation.

RelationId String True

Label Relation ID corresponds to this field.

EventId String True

Event.Id

Label Event ID corresponds to this field.

RespondedDate Datetime True

Label Response Date corresponds to this field.

Response String True

Label Response corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Type String True

Label Type corresponds to this field.

CData Python Connector for Certinia

Account

This is a table representing the Account entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Account.

IsDeleted Boolean True

Label Deleted corresponds to this field.

MasterRecordId String True

Account.Id

Label Master Record ID corresponds to this field.

Name String False

Label Account Name corresponds to this field.

Type String False

Label Account Type corresponds to this field.

ParentId String False

Account.Id

Label Parent Account ID corresponds to this field.

BillingStreet String False

Label Billing Street corresponds to this field.

BillingCity String False

Label Billing City corresponds to this field.

BillingState String False

Label Billing State/Province corresponds to this field.

BillingPostalCode String False

Label Billing Zip/Postal Code corresponds to this field.

BillingCountry String False

Label Billing Country corresponds to this field.

BillingLatitude Double False

Label Billing Latitude corresponds to this field.

BillingLongitude Double False

Label Billing Longitude corresponds to this field.

ShippingStreet String False

Label Shipping Street corresponds to this field.

ShippingCity String False

Label Shipping City corresponds to this field.

ShippingState String False

Label Shipping State/Province corresponds to this field.

ShippingPostalCode String False

Label Shipping Zip/Postal Code corresponds to this field.

ShippingCountry String False

Label Shipping Country corresponds to this field.

ShippingLatitude Double False

Label Shipping Latitude corresponds to this field.

ShippingLongitude Double False

Label Shipping Longitude corresponds to this field.

Phone String False

Label Account Phone corresponds to this field.

Fax String False

Label Account Fax corresponds to this field.

AccountNumber String False

Label Account Number corresponds to this field.

Website String False

Label Website corresponds to this field.

Sic String False

Label SIC Code corresponds to this field.

Industry String False

Label Industry corresponds to this field.

AnnualRevenue Double False

Label Annual Revenue corresponds to this field.

NumberOfEmployees Int False

Label Employees corresponds to this field.

Ownership String False

Label Ownership corresponds to this field.

TickerSymbol String False

Label Ticker Symbol corresponds to this field.

Description String False

Label Account Description corresponds to this field.

Rating String False

Label Account Rating corresponds to this field.

Site String False

Label Account Site corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastActivityDate Datetime True

Label Last Activity corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

Jigsaw String False

Label Data.com Key corresponds to this field.

JigsawCompanyId String True

Label Jigsaw Company ID corresponds to this field.

AccountSource String False

Label Account Source corresponds to this field.

SicDesc String False

Label SIC Description corresponds to this field.

NumberofLocations__c Double False

Label Number of Locations corresponds to this field.

SLAExpirationDate__c Datetime False

Label SLA Expiration Date corresponds to this field.

UpsellOpportunity__c String False

Label Upsell Opportunity corresponds to this field.

SLASerialNumber__c String False

Label SLA Serial Number corresponds to this field.

SLA__c String False

Label SLA corresponds to this field.

CustomerPriority__c String False

Label Customer Priority corresponds to this field.

Active__c String False

Label Active corresponds to this field.

MyAutoNumber__c String True

Label MyAutoNumber corresponds to this field.

MyFormula__c String True

Label MyFormula corresponds to this field.

MyRollupSummary__c Double True

Label MyRollupSummary corresponds to this field.

MyCheckBox__c Boolean False

Label MyCheckBox corresponds to this field.

MyEmail__c String False

Label MyEmail corresponds to this field.

MyPercent__c Double False

Label MyPercent corresponds to this field.

Custom_Date_Time__c Datetime False

Label Custom Date Time corresponds to this field.

New_Currency_Field__c Double False

Label New_Currency_Field corresponds to this field.

New_Currency_Field_2__c Double False

Label New_Currency_Field_2 corresponds to this field.

DO_NOT_USE__c Boolean False

Label DO_NOT_USE corresponds to this field.

CustomNumber__c Double False

Label CustomNumber corresponds to this field.

FiveChar_TextField__c String False

Label FiveChar_TextField corresponds to this field.

FiveChar_CurrencyField__c Double False

Label FiveChar_CurrencyField corresponds to this field.

FiveChar_NumberField__c Double False

Label FiveChar_NumberField corresponds to this field.

FiveChar_PercentField__c Double False

Label FiveChar_PercentField corresponds to this field.

FiveChar_TextAreaMasked__c String False

Label FiveChar_TextAreaMasked corresponds to this field.

NewField__c Double False

Label NewField corresponds to this field.

CData Python Connector for Certinia

AccountContactRole

This is a table representing the AccountContactRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AccountContactRole.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

AccountId String False

Account.Id

Label Account ID corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

Role String False

Label Role corresponds to this field.

IsPrimary Boolean False

Label Primary corresponds to this field.

CData Python Connector for Certinia

AccountFeed

This is a table representing the AccountFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AccountFeed.

ParentId String True

Account.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

CData Python Connector for Certinia

AccountHistory

This is a table representing the AccountHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AccountHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

AccountId String True

Account.Id

Label Account ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

CData Python Connector for Certinia

AccountPartner

This is a table representing the AccountPartner entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AccountPartner.

AccountFromId String True

Account.Id

Label Account ID corresponds to this field.

AccountToId String True

Account.Id

Label Account ID corresponds to this field.

OpportunityId String True

Opportunity.Id

Label Opportunity ID corresponds to this field.

Role String True

Label Role corresponds to this field.

IsPrimary Boolean True

Label Primary corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ReversePartnerId String True

AccountPartner.Id

Label Reverse Partner ID corresponds to this field.

CData Python Connector for Certinia

AccountShare

This is a table representing the AccountShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AccountShare.

AccountId String True

Account.Id

Label Account ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

AccountAccessLevel String True

Label Account Access corresponds to this field.

OpportunityAccessLevel String True

Label Opportunity Access corresponds to this field.

CaseAccessLevel String True

Label Case Access corresponds to this field.

ContactAccessLevel String True

Label Contact Access corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CData Python Connector for Certinia

ActivityHistory

This is a table representing the ActivityHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Label 'Activity ID' corresponds to this field.

AccountId String True

Label 'Account ID' corresponds to this field.

WhoId String True

Label 'Contact/Lead ID' corresponds to this field.

WhatId String True

Label 'Opportunity/Account ID' corresponds to this field.

Subject String True

Label 'Subject' corresponds to this field.

IsTask Boolean True

Label 'Task' corresponds to this field.

ActivityDate String True

Label 'Date' corresponds to this field.

OwnerId String True

Label 'Assigned To ID' corresponds to this field.

Status String True

Label 'Status' corresponds to this field.

Priority String True

Label 'Priority' corresponds to this field.

ActivityType String True

Label 'Type' corresponds to this field.

IsClosed Boolean True

Label 'Closed' corresponds to this field.

IsAllDayEvent Boolean True

Label 'All Day Event' corresponds to this field.

DurationInMinutes Integer True

Label 'Duration' corresponds to this field.

Location String True

Label 'Location' corresponds to this field.

Description String True

Label 'Comments' corresponds to this field.

IsDeleted Boolean True

Label 'Deleted' corresponds to this field.

CreatedDate DateTime True

Label 'Created Date' corresponds to this field.

CreatedById String True

Label 'Created By ID' corresponds to this field.

LastModifiedDate DateTime True

Label 'Last Modified Date' corresponds to this field.

LastModifiedById String True

Label 'Last Modified By ID' corresponds to this field.

SystemModstamp DateTime True

Label 'System Modstamp' corresponds to this field.

CallDurationInSeconds Integer True

Label 'Call Duration' corresponds to this field.

CallType String True

Label 'Call Type' corresponds to this field.

CallDisposition String True

Label 'Call Result' corresponds to this field.

CallObject String True

Label 'Call Object Identifier' corresponds to this field.

ReminderDateTime DateTime True

Label 'Reminder Date/Time' corresponds to this field.

IsReminderSet Boolean True

Label 'Reminder Set' corresponds to this field.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
SOQL String

Specifies the Where clause of the SOQL query to execute against the FinancialForce servers. If this pseudo column is set from the WHERE clause it will take precendence over any other input.

CData Python Connector for Certinia

AdditionalNumber

This is a table representing the AdditionalNumber entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AdditionalNumber.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CallCenterId String False

CallCenter.Id

Label Call Center ID corresponds to this field.

Name String False

Label Name corresponds to this field.

Description String False

Label Description corresponds to this field.

Phone String False

Label Phone corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

ApexClass

This is a table representing the ApexClass entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexClass.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Name String False

Label Name corresponds to this field.

ApiVersion Double False

Label Api Version corresponds to this field.

Status String False

Label Status corresponds to this field.

IsValid Boolean False

Label Is Valid corresponds to this field.

BodyCrc Double False

Label Body CRC corresponds to this field.

Body String False

Label Body corresponds to this field.

LengthWithoutComments Int False

Label Size Without Comments corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

ApexComponent

This is a table representing the ApexComponent entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexComponent.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Name String False

Label Name corresponds to this field.

ApiVersion Double False

Label Api Version corresponds to this field.

MasterLabel String False

Label Label corresponds to this field.

Description String False

Label Description corresponds to this field.

ControllerType String False

Label Controller Type corresponds to this field.

ControllerKey String False

Label Controller Key corresponds to this field.

Markup String False

Label Markup corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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ApexLog

This is a table representing the ApexLog entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexLog.

LogUserId String True

Label Log User ID corresponds to this field.

LogLength Int True

Label Log Size (bytes) corresponds to this field.

LastModifiedDate Datetime True

Label Date corresponds to this field.

Request String True

Label Request Type corresponds to this field.

Operation String True

Label Operation corresponds to this field.

Application String True

Label Application corresponds to this field.

Status String True

Label Status corresponds to this field.

DurationMilliseconds Int True

Label Duration (ms) corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

StartTime Datetime True

Label Start Time corresponds to this field.

Location String True

Label Location corresponds to this field.

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ApexPage

This is a table representing the ApexPage entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexPage.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Name String False

Label Name corresponds to this field.

ApiVersion Double False

Label Api Version corresponds to this field.

MasterLabel String False

Label Label corresponds to this field.

Description String False

Label Description corresponds to this field.

ControllerType String False

Label Controller Type corresponds to this field.

ControllerKey String False

Label Controller Key corresponds to this field.

IsAvailableInTouch Boolean False

Label Available for FinancialForce mobile apps corresponds to this field.

IsConfirmationTokenRequired Boolean False

Label Require CSRF protection on GET requests corresponds to this field.

Markup String False

Label Markup corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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ApexTestQueueItem

This is a table representing the ApexTestQueueItem entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexTestQueueItem.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

ApexClassId String False

ApexClass.Id

Label Class ID corresponds to this field.

Status String True

Label Status corresponds to this field.

ExtendedStatus String True

Label Status Detail corresponds to this field.

ParentJobId String True

AsyncApexJob.Id

Label Apex Job ID corresponds to this field.

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ApexTestResult

This is a table representing the ApexTestResult entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexTestResult.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

TestTimestamp Datetime True

Label Time Started corresponds to this field.

Outcome String True

Label Pass/Fail corresponds to this field.

ApexClassId String True

ApexClass.Id

Label Class ID corresponds to this field.

MethodName String True

Label Method Name corresponds to this field.

Message String True

Label Error Message corresponds to this field.

StackTrace String True

Label Stack Trace corresponds to this field.

AsyncApexJobId String True

AsyncApexJob.Id

Label Apex Job ID corresponds to this field.

QueueItemId String True

ApexTestQueueItem.Id

Label Apex Test Queue Item ID corresponds to this field.

ApexLogId String True

ApexLog.Id

Label Log ID corresponds to this field.

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ApexTrigger

This is a table representing the ApexTrigger entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ApexTrigger.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Name String False

Label Name corresponds to this field.

TableEnumOrId String False

Label Custom Object Definition ID corresponds to this field.

UsageBeforeInsert Boolean False

Label BeforeInsert corresponds to this field.

UsageAfterInsert Boolean False

Label AfterInsert corresponds to this field.

UsageBeforeUpdate Boolean False

Label BeforeUpdate corresponds to this field.

UsageAfterUpdate Boolean False

Label AfterUpdate corresponds to this field.

UsageBeforeDelete Boolean False

Label BeforeDelete corresponds to this field.

UsageAfterDelete Boolean False

Label AfterDelete corresponds to this field.

UsageIsBulk Boolean False

Label IsBulk corresponds to this field.

UsageAfterUndelete Boolean False

Label AfterUndelete corresponds to this field.

ApiVersion Double False

Label Api Version corresponds to this field.

Status String False

Label Status corresponds to this field.

IsValid Boolean False

Label Is Valid corresponds to this field.

BodyCrc Double False

Label Body CRC corresponds to this field.

Body String False

Label Body corresponds to this field.

LengthWithoutComments Int False

Label Size Without Comments corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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AppMenuItem

This is a table representing the AppMenuItem entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AppMenuItem.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

Name String True

Label Developer Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Label String True

Label Label corresponds to this field.

Description String True

Label Description corresponds to this field.

StartUrl String True

Label Start Url corresponds to this field.

MobileStartUrl String True

Label Mobile Start Url corresponds to this field.

LogoUrl String True

Label Logo Image URL corresponds to this field.

IconUrl String True

Label Icon Url corresponds to this field.

InfoUrl String True

Label Info URL corresponds to this field.

IsUsingAdminAuthorization Boolean True

Label IsUsingAdminAuthorization corresponds to this field.

MobilePlatform String True

Label Mobile device OS platform corresponds to this field.

MobileMinOsVer String True

Label Minimum required mobile device OS version corresponds to this field.

MobileDeviceType String True

Label Type of mobile device corresponds to this field.

IsRegisteredDeviceOnly Boolean True

Label App requires a registered mobile device corresponds to this field.

MobileAppVer String True

Label Version of the mobile app corresponds to this field.

MobileAppInstalledDate Datetime True

Label Date the mobile app was most recently installed corresponds to this field.

MobileAppInstalledVersion String True

Label Most recently installed version of the mobile app corresponds to this field.

MobileAppBinaryId String True

Label ID for the related mobile app binary corresponds to this field.

MobileAppInstallUrl String True

Label URL to install the mobile app corresponds to this field.

Type String True

Label App Type corresponds to this field.

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Approval

This is a table representing the Approval entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Approval.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ParentId String False

Contract.Id

Label Parent ID corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

Status String False

Label Status corresponds to this field.

RequestComment String False

Label Request Comment corresponds to this field.

ApproveComment String False

Label Approve/Reject Comment corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Asset

This is a table representing the Asset entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Asset.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

AccountId String False

Account.Id

Label Account ID corresponds to this field.

Product2Id String False

Product2.Id

Label Product ID corresponds to this field.

IsCompetitorProduct Boolean False

Label Competitor Asset corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String False

Label Asset Name corresponds to this field.

SerialNumber String False

Label Serial Number corresponds to this field.

InstallDate Datetime False

Label Install Date corresponds to this field.

PurchaseDate Datetime False

Label Purchase Date corresponds to this field.

UsageEndDate Datetime False

Label Usage End Date corresponds to this field.

Status String False

Label Status corresponds to this field.

Price Double False

Label Price corresponds to this field.

Quantity Double False

Label Quantity corresponds to this field.

Description String False

Label Description corresponds to this field.

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AssetFeed

This is a table representing the AssetFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AssetFeed.

ParentId String True

Asset.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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AssignmentRule

This is a table representing the AssignmentRule entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AssignmentRule.

Name String True

Label Name corresponds to this field.

SobjectType String True

Label SObject Type corresponds to this field.

Active Boolean True

Label Active corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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AsyncApexJob

This is a table representing the AsyncApexJob entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AsyncApexJob.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

JobType String True

Label Job Type corresponds to this field.

ApexClassId String True

ApexClass.Id

Label Class ID corresponds to this field.

Status String True

Label Status corresponds to this field.

JobItemsProcessed Int True

Label Batches Processed corresponds to this field.

TotalJobItems Int True

Label Total Batches corresponds to this field.

NumberOfErrors Int True

Label Failures corresponds to this field.

CompletedDate Datetime True

Label Completion Date corresponds to this field.

MethodName String True

Label Apex Method corresponds to this field.

ExtendedStatus String True

Label Status Detail corresponds to this field.

ParentJobId String True

AsyncApexJob.Id

Label Apex Job ID corresponds to this field.

LastProcessed String True

Label Last ID processed and committed corresponds to this field.

LastProcessedOffset Int True

Label Offset of last ID processed and committed corresponds to this field.

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Attachment

This is a table representing the Attachment entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Attachment.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ParentId String False

Label Parent ID corresponds to this field.

Name String False

Label File Name corresponds to this field.

IsPrivate Boolean False

Label Private corresponds to this field.

ContentType String False

Label Content Type corresponds to this field.

BodyLength Int True

Label Body Length corresponds to this field.

Body String False

Label Body corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Description String False

Label Description corresponds to this field.

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AuthProvider

This is a table representing the AuthProvider entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AuthProvider.

CreatedDate Datetime True

Label Created Date corresponds to this field.

ProviderType String False

Label Provider Type corresponds to this field.

FriendlyName String False

Label Name corresponds to this field.

DeveloperName String False

Label URL Suffix corresponds to this field.

RegistrationHandlerId String False

ApexClass.Id

Label Class ID corresponds to this field.

ExecutionUserId String False

User.Id

Label User ID corresponds to this field.

ConsumerKey String False

Label Consumer Key corresponds to this field.

ConsumerSecret String False

Label Consumer Secret corresponds to this field.

ErrorUrl String False

Label Custom Error URL corresponds to this field.

AuthorizeUrl String False

Label Authorize Endpoint URL corresponds to this field.

TokenUrl String False

Label Token Endpoint URL corresponds to this field.

UserInfoUrl String False

Label User Info Endpoint URL corresponds to this field.

DefaultScopes String False

Label Default Scopes corresponds to this field.

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AuthSession

This is a table representing the AuthSession entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the AuthSession.

UsersId String True

User.Id

Label User ID corresponds to this field.

CreatedDate Datetime True

Label Created corresponds to this field.

LastModifiedDate Datetime True

Label Updated corresponds to this field.

NumSecondsValid Int True

Label Valid For corresponds to this field.

UserType String True

Label User Type corresponds to this field.

SourceIp String True

Label Source IP corresponds to this field.

LoginType String True

Label Login corresponds to this field.

SessionType String True

Label Session Type corresponds to this field.

SessionSecurityLevel String True

Label Session Security Level corresponds to this field.

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BrandTemplate

This is a table representing the BrandTemplate entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the BrandTemplate.

Name String False

Label Brand Template Name corresponds to this field.

DeveloperName String False

Label Letterhead Unique Name corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

Description String False

Label Description corresponds to this field.

Value String False

Label Value corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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BusinessHours

This is a table representing the BusinessHours entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the BusinessHours.

Name String False

Label Business Hours Name corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

IsDefault Boolean False

Label Default Business Hours corresponds to this field.

SundayStartTime String False

Label Sunday Start corresponds to this field.

SundayEndTime String False

Label Sunday End corresponds to this field.

MondayStartTime String False

Label Monday Start corresponds to this field.

MondayEndTime String False

Label Monday End corresponds to this field.

TuesdayStartTime String False

Label Tuesday Start corresponds to this field.

TuesdayEndTime String False

Label Tuesday End corresponds to this field.

WednesdayStartTime String False

Label Wednesday Start corresponds to this field.

WednesdayEndTime String False

Label Wednesday End corresponds to this field.

ThursdayStartTime String False

Label Thursday Start corresponds to this field.

ThursdayEndTime String False

Label Thursday End corresponds to this field.

FridayStartTime String False

Label Friday Start corresponds to this field.

FridayEndTime String False

Label Friday End corresponds to this field.

SaturdayStartTime String False

Label Saturday Start corresponds to this field.

SaturdayEndTime String False

Label Saturday End corresponds to this field.

TimeZoneSidKey String False

Label Time Zone corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

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BusinessProcess

This is a table representing the BusinessProcess entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the BusinessProcess.

Name String False

Label Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Description String False

Label Description corresponds to this field.

TableEnumOrId String False

Label Entity Enumeration Or ID corresponds to this field.

IsActive Boolean True

Label Active corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CallCenter

This is a table representing the CallCenter entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CallCenter.

Name String False

Label Name corresponds to this field.

InternalName String False

Label Internal Name corresponds to this field.

Version Double False

Label Version corresponds to this field.

AdapterUrl String False

Label CTI Adapter URL corresponds to this field.

CustomSettings String False

Label Custom Settings corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

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Campaign

This is a table representing the Campaign entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Campaign.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String False

Label Name corresponds to this field.

Type String False

Label Type corresponds to this field.

Status String False

Label Status corresponds to this field.

StartDate Datetime False

Label Start Date corresponds to this field.

EndDate Datetime False

Label End Date corresponds to this field.

ExpectedRevenue Double False

Label Expected Revenue corresponds to this field.

BudgetedCost Double False

Label Budgeted Cost corresponds to this field.

ActualCost Double False

Label Actual Cost corresponds to this field.

ExpectedResponse Double False

Label Expected Response (%) corresponds to this field.

NumberSent Double False

Label Num Sent corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

Description String False

Label Description corresponds to this field.

NumberOfLeads Int True

Label Total Leads corresponds to this field.

NumberOfConvertedLeads Int True

Label Converted Leads corresponds to this field.

NumberOfContacts Int True

Label Total Contacts corresponds to this field.

NumberOfResponses Int True

Label Total Responses corresponds to this field.

NumberOfOpportunities Int True

Label Num Total Opportunities corresponds to this field.

NumberOfWonOpportunities Int True

Label Num Won Opportunities corresponds to this field.

AmountAllOpportunities Double True

Label Total Value Opportunities corresponds to this field.

AmountWonOpportunities Double True

Label Total Value Won Opportunities corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastActivityDate Datetime True

Label Last Activity corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

CampaignMemberRecordTypeId String False

RecordType.Id

Label Record Type ID corresponds to this field.

Myfield__c String False

Label Myfield Nothing to do here corresponds to this field.

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CampaignFeed

This is a table representing the CampaignFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CampaignFeed.

ParentId String True

Campaign.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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CampaignMember

This is a table representing the CampaignMember entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CampaignMember.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CampaignId String False

Campaign.Id

Label Campaign ID corresponds to this field.

LeadId String False

Lead.Id

Label Lead ID corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

Status String False

Label Status corresponds to this field.

HasResponded Boolean True

Label Responded corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

FirstRespondedDate Datetime True

Label First Responded Date corresponds to this field.

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CampaignMemberStatus

This is a table representing the CampaignMemberStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CampaignMemberStatus.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CampaignId String False

Campaign.Id

Label Campaign ID corresponds to this field.

Label String False

Label Label corresponds to this field.

SortOrder Int False

Label Sort Order corresponds to this field.

IsDefault Boolean False

Label Is Default corresponds to this field.

HasResponded Boolean False

Label Responded corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CampaignShare

This is a table representing the CampaignShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CampaignShare.

CampaignId String True

Campaign.Id

Label Campaign ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

CampaignAccessLevel String True

Label Campaign Access corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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Case

This is a table representing the Case entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Case.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CaseNumber String True

Label Case Number corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

AccountId String False

Account.Id

Label Account ID corresponds to this field.

AssetId String False

Asset.Id

Label Asset ID corresponds to this field.

SuppliedName String False

Label Name corresponds to this field.

SuppliedEmail String False

Label Email Address corresponds to this field.

SuppliedPhone String False

Label Phone corresponds to this field.

SuppliedCompany String False

Label Company corresponds to this field.

Type String False

Label Case Type corresponds to this field.

RecordTypeId String False

RecordType.Id

Label Record Type ID corresponds to this field.

Status String False

Label Status corresponds to this field.

Reason String False

Label Case Reason corresponds to this field.

Origin String False

Label Case Origin corresponds to this field.

Subject String False

Label Subject corresponds to this field.

Priority String False

Label Priority corresponds to this field.

Description String False

Label Description corresponds to this field.

IsClosed Boolean True

Label Closed corresponds to this field.

ClosedDate Datetime True

Label Closed Date corresponds to this field.

IsEscalated Boolean False

Label Escalated corresponds to this field.

HasCommentsUnreadByOwner Boolean True

Label New Self-Service Comment corresponds to this field.

HasSelfServiceComments Boolean True

Label Self-Service Commented corresponds to this field.

OwnerId String False

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

EngineeringReqNumber__c String False

Label Engineering Req Number corresponds to this field.

Product__c String False

Label Product corresponds to this field.

SLAViolation__c String False

Label SLA Violation corresponds to this field.

PotentialLiability__c String False

Label Potential Liability corresponds to this field.

TCO_Presentation__c Datetime False

Label TCO_Presentation corresponds to this field.

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CaseComment

This is a table representing the CaseComment entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseComment.

ParentId String False

Case.Id

Label Parent ID corresponds to this field.

IsPublished Boolean False

Label Published corresponds to this field.

CommentBody String False

Label Body corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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CaseContactRole

This is a table representing the CaseContactRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseContactRole.

CasesId String False

Case.Id

Label Case ID corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

Role String False

Label Role corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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CaseFeed

This is a table representing the CaseFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseFeed.

ParentId String True

Case.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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CaseHistory

This is a table representing the CaseHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CaseId String True

Case.Id

Label Case ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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CaseShare

This is a table representing the CaseShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseShare.

CaseId String True

Case.Id

Label Case ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

CaseAccessLevel String True

Label Case Access corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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CaseSolution

This is a table representing the CaseSolution entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseSolution.

CaseId String False

Case.Id

Label Case ID corresponds to this field.

SolutionId String False

Solution.Id

Label Solution ID corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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CaseStatus

This is a table representing the CaseStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseStatus.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsDefault Boolean True

Label Is Default corresponds to this field.

IsClosed Boolean True

Label Is Closed corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CaseTeamMember

This is a table representing the CaseTeamMember entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseTeamMember.

ParentId String False

Case.Id

Label Case ID corresponds to this field.

MemberId String False

Label Member ID corresponds to this field.

TeamTemplateMemberId String True

CaseTeamTemplateMember.Id

Label Team Template Member ID corresponds to this field.

TeamRoleId String False

CaseTeamRole.Id

Label Team Role ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CaseTeamRole

This is a table representing the CaseTeamRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseTeamRole.

Name String False

Label Name corresponds to this field.

AccessLevel String False

Label Access Level corresponds to this field.

PreferencesVisibleInCSP Boolean False

Label Visible in Customer Portal corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CaseTeamTemplate

This is a table representing the CaseTeamTemplate entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseTeamTemplate.

Name String False

Label Name corresponds to this field.

Description String False

Label Description corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CaseTeamTemplateMember

This is a table representing the CaseTeamTemplateMember entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseTeamTemplateMember.

TeamTemplateId String False

CaseTeamTemplate.Id

Label Team Template ID corresponds to this field.

MemberId String False

Label Member ID corresponds to this field.

TeamRoleId String False

CaseTeamRole.Id

Label Team Role ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CaseTeamTemplateRecord

This is a table representing the CaseTeamTemplateRecord entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CaseTeamTemplateRecord.

ParentId String False

Case.Id

Label Case ID corresponds to this field.

TeamTemplateId String False

CaseTeamTemplate.Id

Label Team Template ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CategoryData

This is a table representing the CategoryData entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CategoryData.

CategoryNodeId String False

CategoryNode.Id

Label Category Node ID corresponds to this field.

RelatedSobjectId String False

Solution.Id

Label SObject ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CategoryNode

This is a table representing the CategoryNode entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CategoryNode.

ParentId String False

CategoryNode.Id

Label Parent Category Node ID corresponds to this field.

MasterLabel String False

Label Name corresponds to this field.

SortOrder Int False

Label Sort Order corresponds to this field.

SortStyle String False

Label Subcategory Sort Style corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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ChatterActivity

This is a table representing the ChatterActivity entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ChatterActivity.

ParentId String True

Label Parent ID corresponds to this field.

PostCount Int True

Label Post Count corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

CommentReceivedCount Int True

Label Comment Received Count corresponds to this field.

LikeReceivedCount Int True

Label Like Received Count corresponds to this field.

InfluenceRawRank Int True

Label Influence Raw Rank corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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ClientBrowser

This is a table representing the ClientBrowser entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ClientBrowser.

UsersId String True

User.Id

Label User ID corresponds to this field.

FullUserAgent String True

Label Full User Agent corresponds to this field.

ProxyInfo String True

Label Proxy Info corresponds to this field.

LastUpdate Datetime True

Label Last Update corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

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CollaborationGroup

This is a table representing the CollaborationGroup entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CollaborationGroup.

Name String False

Label Name corresponds to this field.

MemberCount Int True

Label Member Count corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CollaborationType String False

Label Access Type corresponds to this field.

Description String False

Label Description corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

FullPhotoUrl String True

Label Url for full-sized Photo corresponds to this field.

SmallPhotoUrl String True

Label Url for Thumbnail sized Photo corresponds to this field.

LastFeedModifiedDate Datetime True

Label Last Feed Modified Date corresponds to this field.

InformationTitle String False

Label Information Title corresponds to this field.

InformationBody String False

Label Information corresponds to this field.

HasPrivateFieldsAccess Boolean True

Label Has Private Fields Access corresponds to this field.

CanHaveGuests Boolean False

Label Allow Customers corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

IsArchived Boolean False

Label Is Archived corresponds to this field.

IsAutoArchiveDisabled Boolean False

Label Is Auto Archive Disabled corresponds to this field.

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CollaborationGroupFeed

This is a table representing the CollaborationGroupFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CollaborationGroupFeed.

ParentId String True

CollaborationGroup.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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CollaborationGroupMember

This is a table representing the CollaborationGroupMember entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CollaborationGroupMember.

CollaborationGroupId String False

CollaborationGroup.Id

Label CollaborationGroup ID corresponds to this field.

MemberId String False

User.Id

Label Member ID corresponds to this field.

CollaborationRole String False

Label Group Member Role corresponds to this field.

NotificationFrequency String False

Label Notification Frequency corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CollaborationGroupMemberRequest

This is a table representing the CollaborationGroupMemberRequest entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CollaborationGroupMemberRequest.

CollaborationGroupId String False

CollaborationGroup.Id

Label CollaborationGroup ID corresponds to this field.

RequesterId String False

User.Id

Label User ID corresponds to this field.

ResponseMessage String True

Label Response Message corresponds to this field.

Status String True

Label Status corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CollaborationInvitation

This is a table representing the CollaborationInvitation entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CollaborationInvitation.

ParentId String True

CollaborationInvitation.Id

Label Parent ID corresponds to this field.

SharedEntityId String False

Label Shared Entity ID corresponds to this field.

InviterId String True

User.Id

Label Inviter User ID corresponds to this field.

InvitedUserEmail String False

Label Invited Email corresponds to this field.

InvitedUserEmailNormalized String True

Label Invited Email (Normalized) corresponds to this field.

Status String True

Label Invitation Status corresponds to this field.

OptionalMessage String False

Label Optional Message corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Community

This is a table representing the Community entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Community.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

Name String True

Label Name corresponds to this field.

Description String True

Label Description corresponds to this field.

IsActive Boolean True

Label Active corresponds to this field.

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Contact

This is a table representing the Contact entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Contact.

IsDeleted Boolean True

Label Deleted corresponds to this field.

MasterRecordId String True

Contact.Id

Label Master Record ID corresponds to this field.

AccountId String False

Account.Id

Label Account ID corresponds to this field.

LastName String False

Label Last Name corresponds to this field.

FirstName String False

Label First Name corresponds to this field.

Salutation String False

Label Salutation corresponds to this field.

Name String True

Label Full Name corresponds to this field.

OtherStreet String False

Label Other Street corresponds to this field.

OtherCity String False

Label Other City corresponds to this field.

OtherState String False

Label Other State/Province corresponds to this field.

OtherPostalCode String False

Label Other Zip/Postal Code corresponds to this field.

OtherCountry String False

Label Other Country corresponds to this field.

OtherLatitude Double False

Label Other Latitude corresponds to this field.

OtherLongitude Double False

Label Other Longitude corresponds to this field.

MailingStreet String False

Label Mailing Street corresponds to this field.

MailingCity String False

Label Mailing City corresponds to this field.

MailingState String False

Label Mailing State/Province corresponds to this field.

MailingPostalCode String False

Label Mailing Zip/Postal Code corresponds to this field.

MailingCountry String False

Label Mailing Country corresponds to this field.

MailingLatitude Double False

Label Mailing Latitude corresponds to this field.

MailingLongitude Double False

Label Mailing Longitude corresponds to this field.

Phone String False

Label Business Phone corresponds to this field.

Fax String False

Label Business Fax corresponds to this field.

MobilePhone String False

Label Mobile Phone corresponds to this field.

HomePhone String False

Label Home Phone corresponds to this field.

OtherPhone String False

Label Other Phone corresponds to this field.

AssistantPhone String False

Label Asst. Phone corresponds to this field.

ReportsToId String False

Contact.Id

Label Reports To ID corresponds to this field.

Email String False

Label Email corresponds to this field.

Title String False

Label Title corresponds to this field.

Department String False

Label Department corresponds to this field.

AssistantName String False

Label Assistant's Name corresponds to this field.

LeadSource String False

Label Lead Source corresponds to this field.

Birthdate Datetime False

Label Birthdate corresponds to this field.

Description String False

Label Contact Description corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastActivityDate Datetime True

Label Last Activity corresponds to this field.

LastCURequestDate Datetime True

Label Last Stay-in-Touch Request Date corresponds to this field.

LastCUUpdateDate Datetime True

Label Last Stay-in-Touch Save Date corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

EmailBouncedReason String False

Label Email Bounced Reason corresponds to this field.

EmailBouncedDate Datetime False

Label Email Bounced Date corresponds to this field.

IsEmailBounced Boolean True

Label Is Email Bounced corresponds to this field.

Jigsaw String False

Label Data.com Key corresponds to this field.

JigsawContactId String True

Label Jigsaw Contact ID corresponds to this field.

Languages__c String False

Label Languages corresponds to this field.

Level__c String False

Label Level corresponds to this field.

MyNote__c String False

Label MyNote corresponds to this field.

MyExternalId__c String False

Label MyExternalId corresponds to this field.

MyExternalId2__c String False

Label MyExternalId2 corresponds to this field.

AcctLookup__c String False

Account.Id

Label Account corresponds to this field.

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ContactFeed

This is a table representing the ContactFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContactFeed.

ParentId String True

Contact.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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ContactHistory

This is a table representing the ContactHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContactHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ContactId String True

Contact.Id

Label Contact ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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ContactShare

This is a table representing the ContactShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContactShare.

ContactId String True

Contact.Id

Label Contact ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

ContactAccessLevel String True

Label Contact Access corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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ContentDocument

This is a table representing the ContentDocument entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContentDocument.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

IsArchived Boolean True

Label Is Archived corresponds to this field.

ArchivedById String True

User.Id

Label User ID corresponds to this field.

ArchivedDate Datetime True

Label Archived Date corresponds to this field.

IsDeleted Boolean True

Label Is Deleted corresponds to this field.

OwnerId String True

User.Id

Label Owner ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Title String True

Label Title corresponds to this field.

PublishStatus String True

Label Publish Status corresponds to this field.

LatestPublishedVersionId String True

ContentVersion.Id

Label Latest Published Version ID corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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ContentDocumentFeed

This is a table representing the ContentDocumentFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContentDocumentFeed.

ParentId String True

ContentDocument.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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ContentDocumentHistory

This is a table representing the ContentDocumentHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContentDocumentHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ContentDocumentId String True

ContentDocument.Id

Label ContentDocument ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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ContentDocumentLink

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ContentVersion

This is a table representing the ContentVersion entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContentVersion.

ContentDocumentId String False

ContentDocument.Id

Label ContentDocument ID corresponds to this field.

IsLatest Boolean True

Label Is Latest corresponds to this field.

ContentUrl String False

Label Content URL corresponds to this field.

VersionNumber String True

Label Version Number corresponds to this field.

Title String False

Label Title corresponds to this field.

Description String False

Label Description corresponds to this field.

ReasonForChange String False

Label Reason For Change corresponds to this field.

PathOnClient String False

Label Path On Client corresponds to this field.

RatingCount Int True

Label Rating Count corresponds to this field.

IsDeleted Boolean True

Label Is Deleted corresponds to this field.

ContentModifiedDate Datetime True

Label Content Modified Date corresponds to this field.

ContentModifiedById String True

User.Id

Label User ID corresponds to this field.

PositiveRatingCount Int True

Label Positive Rating Count corresponds to this field.

NegativeRatingCount Int True

Label Negative Rating Count corresponds to this field.

FeaturedContentBoost Int True

Label Featured Content Boost corresponds to this field.

FeaturedContentDate Datetime True

Label Featured Content Date corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

TagCsv String False

Label Tags corresponds to this field.

FileType String True

Label File Type corresponds to this field.

PublishStatus String True

Label Publish Status corresponds to this field.

VersionData String False

Label Version Data corresponds to this field.

ContentSize Int True

Label Size corresponds to this field.

FirstPublishLocationId String False

Label First Publish Location ID corresponds to this field.

Origin String False

Label Content Origin corresponds to this field.

Checksum String True

Label Checksum corresponds to this field.

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ContentVersionHistory

This is a table representing the ContentVersionHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContentVersionHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ContentVersionId String True

ContentVersion.Id

Label ContentVersion ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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Contract

This is a table representing the Contract entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Contract.

AccountId String False

Account.Id

Label Account ID corresponds to this field.

OwnerExpirationNotice String False

Label Owner Expiration Notice corresponds to this field.

StartDate Datetime False

Label Contract Start Date corresponds to this field.

EndDate Datetime True

Label Contract End Date corresponds to this field.

BillingStreet String False

Label Billing Street corresponds to this field.

BillingCity String False

Label Billing City corresponds to this field.

BillingState String False

Label Billing State/Province corresponds to this field.

BillingPostalCode String False

Label Billing Zip/Postal Code corresponds to this field.

BillingCountry String False

Label Billing Country corresponds to this field.

BillingLatitude Double False

Label Billing Latitude corresponds to this field.

BillingLongitude Double False

Label Billing Longitude corresponds to this field.

ContractTerm Int False

Label Contract Term corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

Status String False

Label Status corresponds to this field.

CompanySignedId String False

User.Id

Label Company Signed By ID corresponds to this field.

CompanySignedDate Datetime False

Label Company Signed Date corresponds to this field.

CustomerSignedId String False

Contact.Id

Label Customer Signed By ID corresponds to this field.

CustomerSignedTitle String False

Label Customer Signed Title corresponds to this field.

CustomerSignedDate Datetime False

Label Customer Signed Date corresponds to this field.

SpecialTerms String False

Label Special Terms corresponds to this field.

ActivatedById String True

User.Id

Label Activated By ID corresponds to this field.

ActivatedDate Datetime True

Label Activated Date corresponds to this field.

StatusCode String True

Label Status Category corresponds to this field.

Description String False

Label Description corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ContractNumber String True

Label Contract Number corresponds to this field.

LastApprovedDate Datetime True

Label Last Approved Date corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastActivityDate Datetime True

Label Last Activity corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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ContractContactRole

This is a table representing the ContractContactRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContractContactRole.

ContractId String False

Contract.Id

Label Contract ID corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

Role String False

Label Role corresponds to this field.

IsPrimary Boolean False

Label Primary corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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ContractFeed

This is a table representing the ContractFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContractFeed.

ParentId String True

Contract.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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ContractHistory

This is a table representing the ContractHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContractHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ContractId String True

Contract.Id

Label Contract ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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ContractStatus

This is a table representing the ContractStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ContractStatus.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsDefault Boolean True

Label Is Default corresponds to this field.

StatusCode String True

Label Status Code corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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CronJobDetail

This is a table representing the CronJobDetail entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CronJobDetail.

Name String True

Label Job Name corresponds to this field.

JobType String True

Label Type corresponds to this field.

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CronTrigger

This is a table representing the CronTrigger entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the CronTrigger.

CronJobDetailId String True

CronJobDetail.Id

Label Job ID corresponds to this field.

NextFireTime Datetime True

Label Next Run Time corresponds to this field.

PreviousFireTime Datetime True

Label Previous Run Time corresponds to this field.

State String True

Label Job State corresponds to this field.

StartTime Datetime True

Label Start Time corresponds to this field.

EndTime Datetime True

Label End Time corresponds to this field.

CronExpression String True

Label Cron Expression corresponds to this field.

TimeZoneSidKey String True

Label Java Time Zone Id corresponds to this field.

OwnerId String True

User.Id

Label User ID corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

TimesTriggered Int True

Label Job Fired Count corresponds to this field.

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Dashboard

This is a table representing the Dashboard entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Dashboard.

IsDeleted Boolean True

Label Deleted corresponds to this field.

FolderId String True

Label Folder ID corresponds to this field.

Title String True

Label Title corresponds to this field.

DeveloperName String True

Label Dashboard Unique Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Description String True

Label Description corresponds to this field.

LeftSize String True

Label Left Size corresponds to this field.

MiddleSize String True

Label Middle Size corresponds to this field.

RightSize String True

Label Right Size corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

RunningUserId String True

User.Id

Label Running User ID corresponds to this field.

TitleColor Int True

Label Title Color corresponds to this field.

TitleSize Int True

Label Title Size corresponds to this field.

TextColor Int True

Label Text Color corresponds to this field.

BackgroundStart Int True

Label Starting Color corresponds to this field.

BackgroundEnd Int True

Label Ending Color corresponds to this field.

BackgroundDirection String True

Label Background Fade Direction corresponds to this field.

Type String True

Label Dashboard Running User corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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DashboardComponent

This is a table representing the DashboardComponent entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the DashboardComponent.

Name String True

Label Dashboard Component Name corresponds to this field.

DashboardId String True

Dashboard.Id

Label Dashboard ID corresponds to this field.

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DashboardComponentFeed

This is a table representing the DashboardComponentFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the DashboardComponentFeed.

ParentId String True

DashboardComponent.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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DashboardFeed

This is a table representing the DashboardFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the DashboardFeed.

ParentId String True

Dashboard.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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DeclinedEventRelation

This is a table representing the DeclinedEventRelation entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the DeclinedEventRelation.

RelationId String True

Label Relation ID corresponds to this field.

EventId String True

Event.Id

Label Event ID corresponds to this field.

RespondedDate Datetime True

Label Response Date corresponds to this field.

Response String True

Label Response corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Type String True

Label Type corresponds to this field.

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Document

This is a table representing the Document entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Document.

FolderId String False

Label Folder ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String False

Label Document Name corresponds to this field.

DeveloperName String False

Label Document Unique Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

ContentType String False

Label MIME Type corresponds to this field.

Type String False

Label File Extension corresponds to this field.

IsPublic Boolean False

Label Externally Available corresponds to this field.

BodyLength Int True

Label Body Length corresponds to this field.

Body String False

Label Body corresponds to this field.

Url String False

Label Url corresponds to this field.

Description String False

Label Description corresponds to this field.

Keywords String False

Label Keywords corresponds to this field.

IsInternalUseOnly Boolean False

Label Internal Use Only corresponds to this field.

AuthorId String False

User.Id

Label Author ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsBodySearchable Boolean True

Label Document Content Searchable corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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DocumentAttachmentMap

This is a table representing the DocumentAttachmentMap entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the DocumentAttachmentMap.

ParentId String False

EmailTemplate.Id

Label Entity ID corresponds to this field.

DocumentId String False

Document.Id

Label Document ID corresponds to this field.

DocumentSequence Int False

Label Attachment Sequence corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

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Domain

This is a table representing the Domain entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Domain.

DomainType String True

Label Domain Type corresponds to this field.

Domain String True

Label Domain Name corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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DomainSite

This is a table representing the DomainSite entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the DomainSite.

DomainId String True

Domain.Id

Label Domain ID corresponds to this field.

SiteId String True

Site.Id

Label Site ID corresponds to this field.

PathPrefix String True

Label Path corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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EmailServicesAddress

This is a table representing the EmailServicesAddress entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the EmailServicesAddress.

IsActive Boolean False

Label Active corresponds to this field.

LocalPart String False

Label Email address corresponds to this field.

EmailDomainName String True

Label Email address domain corresponds to this field.

AuthorizedSenders String False

Label Accept Email From corresponds to this field.

RunAsUserId String False

User.Id

Label User ID corresponds to this field.

FunctionId String False

EmailServicesFunction.Id

Label Service ID corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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EmailServicesFunction

This is a table representing the EmailServicesFunction entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the EmailServicesFunction.

IsActive Boolean False

Label Active corresponds to this field.

FunctionName String False

Label Email Service Name corresponds to this field.

AuthorizedSenders String False

Label Accept Email From corresponds to this field.

IsAuthenticationRequired Boolean False

Label Advanced Email Security Settings corresponds to this field.

IsTlsRequired Boolean False

Label TLS Required corresponds to this field.

AttachmentOption String False

Label Accept Attachments corresponds to this field.

ApexClassId String False

ApexClass.Id

Label Class ID corresponds to this field.

OverLimitAction String False

Label Over Email Rate Limit Action corresponds to this field.

FunctionInactiveAction String False

Label Deactivated Email Service Action corresponds to this field.

AddressInactiveAction String False

Label Deactivated Email Address Action corresponds to this field.

AuthenticationFailureAction String False

Label Unauthenticated Sender Action corresponds to this field.

AuthorizationFailureAction String False

Label Unauthorized Sender Action corresponds to this field.

IsErrorRoutingEnabled Boolean False

Label Enable Error Routing corresponds to this field.

ErrorRoutingAddress String False

Label Route Error Emails to This Email Address corresponds to this field.

IsTextAttachmentsAsBinary Boolean False

Label Convert Text Attachments to Binary Attachments corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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EmailStatus

This is a table representing the EmailStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Label 'Email Status ID' corresponds to this field.

TaskId String True

Label 'Activity ID' corresponds to this field.

WhoId String True

Label 'Contact/Lead ID' corresponds to this field.

CreatedDate DateTime True

Label 'Created Date' corresponds to this field.

CreatedById String True

Label 'Created By ID' corresponds to this field.

LastModifiedDate DateTime True

Label 'Last Modified Date' corresponds to this field.

LastModifiedById String True

Label 'Last Modified By ID' corresponds to this field.

TimesOpened Integer True

Label '# Times Opened' corresponds to this field.

FirstOpenDate DateTime True

Label 'Date Opened' corresponds to this field.

LastOpenDate DateTime True

Label 'Last Opened' corresponds to this field.

EmailTemplateName String True

Label 'Email Template Name' corresponds to this field.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
SOQL String

Specifies the Where clause of the SOQL query to execute against the FinancialForce servers. If this pseudo column is set from the WHERE clause it will take precendence over any other input.

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EmailTemplate

This is a table representing the EmailTemplate entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the EmailTemplate.

Name String False

Label Email Template Name corresponds to this field.

DeveloperName String False

Label Template Unique Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

FolderId String False

Label Folder ID corresponds to this field.

BrandTemplateId String False

BrandTemplate.Id

Label Letterhead ID corresponds to this field.

TemplateStyle String False

Label Style corresponds to this field.

IsActive Boolean False

Label Available For Use corresponds to this field.

TemplateType String False

Label Template Type corresponds to this field.

Encoding String False

Label Encoding corresponds to this field.

Description String False

Label Description corresponds to this field.

Subject String False

Label Subject corresponds to this field.

HtmlValue String False

Label HTML Value corresponds to this field.

Body String False

Label Email Body corresponds to this field.

TimesUsed Int True

Label Times Used corresponds to this field.

LastUsedDate Datetime True

Label Last Used Date corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

ApiVersion Double False

Label API Version corresponds to this field.

Markup String False

Label Markup corresponds to this field.

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EntitySubscription

This is a table representing the EntitySubscription entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the EntitySubscription.

ParentId String False

Label Parent ID corresponds to this field.

SubscriberId String False

User.Id

Label Subscriber ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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Event

This is a table representing the Event entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Event.

WhoId String False

Label Contact/Lead ID corresponds to this field.

WhatId String False

Label Opportunity/Account ID corresponds to this field.

Subject String False

Label Subject corresponds to this field.

Location String False

Label Location corresponds to this field.

IsAllDayEvent Boolean False

Label All-Day Event corresponds to this field.

ActivityDateTime Datetime False

Label Due Date Time corresponds to this field.

ActivityDate Datetime False

Label Due Date Only corresponds to this field.

DurationInMinutes Int False

Label Duration corresponds to this field.

StartDateTime Datetime False

Label Start Date Time corresponds to this field.

EndDateTime Datetime False

Label End Date Time corresponds to this field.

Description String False

Label Description corresponds to this field.

AccountId String True

Account.Id

Label Account ID corresponds to this field.

OwnerId String False

User.Id

Label Assigned To ID corresponds to this field.

IsPrivate Boolean False

Label Private corresponds to this field.

ShowAs String False

Label Show Time As corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

IsChild Boolean True

Label Is Child corresponds to this field.

IsGroupEvent Boolean True

Label Is Group Event corresponds to this field.

GroupEventType String True

Label Group Event Type corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsArchived Boolean True

Label Archived corresponds to this field.

RecurrenceActivityId String True

Event.Id

Label Recurrence Activity ID corresponds to this field.

IsRecurrence Boolean False

Label Create Recurring Series of Events corresponds to this field.

RecurrenceStartDateTime Datetime False

Label Start Date corresponds to this field.

RecurrenceEndDateOnly Datetime False

Label End Date corresponds to this field.

RecurrenceTimeZoneSidKey String False

Label Recurrence Time Zone corresponds to this field.

RecurrenceType String False

Label Recurrence Type corresponds to this field.

RecurrenceInterval Int False

Label Recurrence Interval corresponds to this field.

RecurrenceDayOfWeekMask Int False

Label Recurrence Day of Week Mask corresponds to this field.

RecurrenceDayOfMonth Int False

Label Recurrence Day of Month corresponds to this field.

RecurrenceInstance String False

Label Recurrence Instance corresponds to this field.

RecurrenceMonthOfYear String False

Label Recurrence Month of Year corresponds to this field.

ReminderDateTime Datetime False

Label Reminder Date/Time corresponds to this field.

IsReminderSet Boolean False

Label Reminder Set corresponds to this field.

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EventFeed

This is a table representing the EventFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the EventFeed.

ParentId String True

Event.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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EventRelation

This is a table representing the EventRelation entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the EventRelation.

RelationId String False

Label Relation ID corresponds to this field.

EventId String False

Event.Id

Label Event ID corresponds to this field.

Status String False

Label Status corresponds to this field.

RespondedDate Datetime False

Label Response Date corresponds to this field.

Response String False

Label Response corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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FeedComment

This is a table representing the FeedComment entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the FeedComment.

FeedItemId String False

Label Feed Item ID corresponds to this field.

ParentId String True

Label Parent ID corresponds to this field.

CreatedById String False

Label Created By ID corresponds to this field.

CreatedDate Datetime False

Label Created Date corresponds to this field.

CommentBody String False

Label Comment Body corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

InsertedById String True

User.Id

Label InsertedBy ID corresponds to this field.

CommentType String False

Label Comment Type corresponds to this field.

RelatedRecordId String False

ContentVersion.Id

Label Related Record ID corresponds to this field.

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FeedItem

This is a table representing the FeedItem entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the FeedItem.

ParentId String False

Label Parent ID corresponds to this field.

Type String False

Label Feed Item Type corresponds to this field.

CreatedById String False

Label Created By ID corresponds to this field.

CreatedDate Datetime False

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String False

Label Title corresponds to this field.

Body String False

Label Body corresponds to this field.

LinkUrl String False

Label Link Url corresponds to this field.

RelatedRecordId String False

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String False

Label Content Data corresponds to this field.

ContentFileName String False

Label Content File Name corresponds to this field.

ContentDescription String False

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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FeedPollChoice

This is a table representing the FeedPollChoice entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the FeedPollChoice.

FeedItemId String True

Label Feed Item ID corresponds to this field.

Position Int True

Label Position corresponds to this field.

ChoiceBody String True

Label ChoiceBody corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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FeedPollVote

This is a table representing the FeedPollVote entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the FeedPollVote.

FeedItemId String True

Label Feed Item ID corresponds to this field.

ChoiceId String True

FeedPollChoice.Id

Label Feed Poll Choice ID corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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FieldPermissions

This is a table representing the FieldPermissions entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the FieldPermissions.

ParentId String False

PermissionSet.Id

Label Parent ID corresponds to this field.

SobjectType String False

Label Sobject Type Name corresponds to this field.

Field String False

Label Field Name corresponds to this field.

PermissionsEdit Boolean False

Label Edit Field corresponds to this field.

PermissionsRead Boolean False

Label Read Field corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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FiscalYearSettings

This is a table representing the FiscalYearSettings entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the FiscalYearSettings.

PeriodId String True

Period.Id

Label Period ID corresponds to this field.

StartDate Datetime True

Label Start Date corresponds to this field.

EndDate Datetime True

Label End Date corresponds to this field.

Name String True

Label Name corresponds to this field.

IsStandardYear Boolean True

Label Is Standard Year corresponds to this field.

YearType String True

Label Year Type corresponds to this field.

QuarterLabelScheme String True

Label Quarter Name Scheme corresponds to this field.

PeriodLabelScheme String True

Label Period Name Scheme corresponds to this field.

WeekLabelScheme String True

Label Week Name Scheme corresponds to this field.

QuarterPrefix String True

Label Quarter Prefix corresponds to this field.

PeriodPrefix String True

Label Period Prefix corresponds to this field.

WeekStartDay Int True

Label Week Start Day corresponds to this field.

Description String True

Label Description corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Folder

This is a table representing the Folder entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Folder.

Name String False

Label Name corresponds to this field.

DeveloperName String False

Label Folder Unique Name corresponds to this field.

AccessType String False

Label Access Type corresponds to this field.

IsReadonly Boolean False

Label Read Only corresponds to this field.

Type String False

Label Type corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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ForecastShare

This is a table representing the ForecastShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ForecastShare.

UserRoleId String True

UserRole.Id

Label User Role ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

AccessLevel String True

Label Forecast Access corresponds to this field.

CanSubmit Boolean True

Label Submit Allowed corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

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Group

This is a table representing the Group entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Group.

Name String False

Label Name corresponds to this field.

DeveloperName String False

Label Developer Name corresponds to this field.

RelatedId String True

Label Related ID corresponds to this field.

Type String False

Label Type corresponds to this field.

Email String False

Label Email corresponds to this field.

OwnerId String True

Label Owner ID corresponds to this field.

DoesSendEmailToMembers Boolean False

Label Send Email to Members corresponds to this field.

DoesIncludeBosses Boolean False

Label Include Bosses corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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GroupMember

This is a table representing the GroupMember entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the GroupMember.

GroupId String False

Group.Id

Label Group ID corresponds to this field.

UserOrGroupId String False

Label User/Group ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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HashtagDefinition

This is a table representing the HashtagDefinition entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the HashtagDefinition.

NameNorm String True

Label Normalized Hashtag Text corresponds to this field.

Name String True

Label Hashtag Text corresponds to this field.

HashtagCount Int True

Label Hashtag Count corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Holiday

This is a table representing the Holiday entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Holiday.

Name String False

Label Holiday Name corresponds to this field.

Description String False

Label Description corresponds to this field.

IsAllDay Boolean False

Label All Day corresponds to this field.

ActivityDate Datetime False

Label Holiday Date corresponds to this field.

StartTimeInMinutes Int False

Label Start Time In Minutes From Midnight corresponds to this field.

EndTimeInMinutes Int False

Label End Time In Minutes From Midnight corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsRecurrence Boolean False

Label Recurring Holiday corresponds to this field.

RecurrenceStartDate Datetime False

Label Start Date corresponds to this field.

RecurrenceEndDateOnly Datetime False

Label End Date corresponds to this field.

RecurrenceType String False

Label Recurrence Type corresponds to this field.

RecurrenceInterval Int False

Label Recurrence Interval corresponds to this field.

RecurrenceDayOfWeekMask Int False

Label Recurrence Day of Week Mask corresponds to this field.

RecurrenceDayOfMonth Int False

Label Recurrence Day of Month corresponds to this field.

RecurrenceInstance String False

Label Recurrence Instance corresponds to this field.

RecurrenceMonthOfYear String False

Label Recurrence Month of Year corresponds to this field.

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Lead

This is a table representing the Lead entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Lead.

IsDeleted Boolean True

Label Deleted corresponds to this field.

MasterRecordId String True

Lead.Id

Label Master Record ID corresponds to this field.

LastName String False

Label Last Name corresponds to this field.

FirstName String False

Label First Name corresponds to this field.

Salutation String False

Label Salutation corresponds to this field.

Name String True

Label Full Name corresponds to this field.

Title String False

Label Title corresponds to this field.

Company String False

Label Company corresponds to this field.

Street String False

Label Street corresponds to this field.

City String False

Label City corresponds to this field.

State String False

Label State/Province corresponds to this field.

PostalCode String False

Label Zip/Postal Code corresponds to this field.

Country String False

Label Country corresponds to this field.

Latitude Double False

Label Latitude corresponds to this field.

Longitude Double False

Label Longitude corresponds to this field.

Phone String False

Label Phone corresponds to this field.

MobilePhone String False

Label Mobile Phone corresponds to this field.

Fax String False

Label Fax corresponds to this field.

Email String False

Label Email corresponds to this field.

Website String False

Label Website corresponds to this field.

Description String False

Label Description corresponds to this field.

LeadSource String False

Label Lead Source corresponds to this field.

Status String False

Label Status corresponds to this field.

Industry String False

Label Industry corresponds to this field.

Rating String False

Label Rating corresponds to this field.

AnnualRevenue Double False

Label Annual Revenue corresponds to this field.

NumberOfEmployees Int False

Label Employees corresponds to this field.

OwnerId String False

Label Owner ID corresponds to this field.

IsConverted Boolean False

Label Converted corresponds to this field.

ConvertedDate Datetime True

Label Converted Date corresponds to this field.

ConvertedAccountId String True

Account.Id

Label Converted Account ID corresponds to this field.

ConvertedContactId String True

Contact.Id

Label Converted Contact ID corresponds to this field.

ConvertedOpportunityId String True

Opportunity.Id

Label Converted Opportunity ID corresponds to this field.

IsUnreadByOwner Boolean False

Label Unread By Owner corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastActivityDate Datetime True

Label Last Activity corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

Jigsaw String False

Label Data.com Key corresponds to this field.

JigsawContactId String True

Label Jigsaw Contact ID corresponds to this field.

EmailBouncedReason String True

Label Email Bounced Reason corresponds to this field.

EmailBouncedDate Datetime True

Label Email Bounced Date corresponds to this field.

SICCode__c String False

Label SIC Code corresponds to this field.

Primary__c String False

Label Primary corresponds to this field.

NumberofLocations__c Double False

Label Number of Locations corresponds to this field.

ProductInterest__c String False

Label Product Interest corresponds to this field.

CurrentGenerators__c String False

Label Current Generator(s) corresponds to this field.

New_Text_Field__c String False

Label New Text Field corresponds to this field.

External_Id_Field__c String False

Label External Id Field corresponds to this field.

External_Id_2__c String False

Label External_Id_2 corresponds to this field.

AutoNumberTest__c String True

Label AutoNumberTest corresponds to this field.

Formula__c Datetime True

Label Formula corresponds to this field.

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LeadFeed

This is a table representing the LeadFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the LeadFeed.

ParentId String True

Lead.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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LeadHistory

This is a table representing the LeadHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the LeadHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LeadId String True

Lead.Id

Label Lead ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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LeadShare

This is a table representing the LeadShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the LeadShare.

LeadId String True

Lead.Id

Label Lead ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

LeadAccessLevel String True

Label Lead Access corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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LeadStatus

This is a table representing the LeadStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the LeadStatus.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsDefault Boolean True

Label Is Default corresponds to this field.

IsConverted Boolean True

Label Is Converted corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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LoginHistory

This is a table representing the LoginHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the LoginHistory.

UserId String True

Label User ID corresponds to this field.

LoginTime Datetime True

Label Login Time corresponds to this field.

LoginType String True

Label Login Type corresponds to this field.

SourceIp String True

Label Source IP corresponds to this field.

LoginUrl String True

Label Login URL corresponds to this field.

Browser String True

Label Browser corresponds to this field.

Platform String True

Label Platform corresponds to this field.

Status String True

Label Status corresponds to this field.

Application String True

Label Application corresponds to this field.

ClientVersion String True

Label Client Version corresponds to this field.

ApiType String True

Label API Type corresponds to this field.

ApiVersion String True

Label API Version corresponds to this field.

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LoginIp

This is a table representing the LoginIp entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the LoginIp.

UsersId String True

User.Id

Label User ID corresponds to this field.

SourceIp String True

Label Source IP corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsAuthenticated Boolean True

Label IsAuthenticated corresponds to this field.

ChallengeSentDate Datetime True

Label Challenge SentDate corresponds to this field.

ChallengeMethod String True

Label Challenge Method corresponds to this field.

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MailmergeTemplate

This is a table representing the MailmergeTemplate entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the MailmergeTemplate.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String False

Label Name corresponds to this field.

Description String False

Label Description corresponds to this field.

Filename String False

Label File corresponds to this field.

BodyLength Int True

Label Body Length corresponds to this field.

Body String False

Label Body corresponds to this field.

LastUsedDate Datetime True

Label Last Used Date corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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MobileDeviceRegistrar

This is a table representing the MobileDeviceRegistrar entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the MobileDeviceRegistrar.

IsDeleted Boolean True

Label Deleted corresponds to this field.

DeveloperName String False

Label Name corresponds to this field.

Language String False

Label Master Language corresponds to this field.

MasterLabel String False

Label Label corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Provider String False

Label Provider corresponds to this field.

MdmProviderEnrollEndpoint String False

Label Mdm Provider Enroll Endpoint corresponds to this field.

MdmProviderPushAppEndpoint String False

Label Mdm Provider Push App Endpoint corresponds to this field.

MdmProviderApiAccessToken String False

Label Mdm Provider Api Access Token corresponds to this field.

MdmProviderApiUsername String False

Label Mdm Provider Api Username corresponds to this field.

MdmProviderApiPassword String False

Label Mdm Provider Api Password corresponds to this field.

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Name

This is a table representing the Name entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Label 'ID' corresponds to this field.

Name String True

Label 'Name' corresponds to this field.

LastName String True

Label 'Last Name' corresponds to this field.

FirstName String True

Label 'First Name' corresponds to this field.

Type String True

Label 'Type' corresponds to this field.

Alias String True

Label 'Alias' corresponds to this field.

UserRoleId String True

Label 'Role ID' corresponds to this field.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
Where String

Specifies the Where clause of the SOQL query to execute against the FinancialForce servers. If this pseudo column is set from the WHERE clause it will take precendence over any other input.

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Note

This is a table representing the Note entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Note.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ParentId String False

Label Parent ID corresponds to this field.

Title String False

Label Title corresponds to this field.

IsPrivate Boolean False

Label Private corresponds to this field.

Body String False

Label Body corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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NoteAndAttachment

This is a table representing the NoteAndAttachment entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Label 'Note or Attachment Id' corresponds to this field.

IsDeleted Boolean True

Label 'Deleted' corresponds to this field.

IsNote Boolean True

Label 'Is Note' corresponds to this field.

ParentId String True

Label 'Parent ID' corresponds to this field.

Title String True

Label 'Title' corresponds to this field.

IsPrivate Boolean True

Label 'Private' corresponds to this field.

OwnerId String True

Label 'Owner ID' corresponds to this field.

CreatedDate DateTime True

Label 'Created Date' corresponds to this field.

CreatedById String True

Label 'Created By ID' corresponds to this field.

LastModifiedDate DateTime True

Label 'Last Modified Date' corresponds to this field.

LastModifiedById String True

Label 'Last Modified By ID' corresponds to this field.

SystemModstamp DateTime True

Label 'System Modstamp' corresponds to this field.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
SOQL String

Specifies the Where clause of the SOQL query to execute against the FinancialForce servers. If this pseudo column is set from the WHERE clause it will take precendence over any other input.

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ObjectPermissions

This is a table representing the ObjectPermissions entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ObjectPermissions.

ParentId String False

PermissionSet.Id

Label Parent ID corresponds to this field.

SobjectType String False

Label Sobject Type Name corresponds to this field.

PermissionsCreate Boolean False

Label Create Records corresponds to this field.

PermissionsRead Boolean False

Label Read Records corresponds to this field.

PermissionsEdit Boolean False

Label Edit Records corresponds to this field.

PermissionsDelete Boolean False

Label Delete Records corresponds to this field.

PermissionsViewAllRecords Boolean False

Label Read All Records corresponds to this field.

PermissionsModifyAllRecords Boolean False

Label Edit All Records corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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OpenActivity

This is a table representing the OpenActivity entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] System.String True

Label 'Activity ID' corresponds to this field.

AccountId System.String True

Label 'Account ID' corresponds to this field.

WhoId System.String True

Label 'Contact/Lead ID' corresponds to this field.

WhatId System.String True

Label 'Opportunity/Account ID' corresponds to this field.

Subject System.String True

Label 'Subject' corresponds to this field.

IsTask System.Boolean True

Label 'Task' corresponds to this field.

ActivityDate System.String True

Label 'Date' corresponds to this field.

OwnerId System.String True

Label 'Assigned To ID' corresponds to this field.

Status System.String True

Label 'Status' corresponds to this field.

Priority System.String True

Label 'Priority' corresponds to this field.

ActivityType System.String True

Label 'Type' corresponds to this field.

IsClosed System.Boolean True

Label 'Closed' corresponds to this field.

IsAllDayEvent System.Boolean True

Label 'All Day Event' corresponds to this field.

DurationInMinutes System.Integer True

Label 'Duration' corresponds to this field.

Location System.String True

Label 'Location' corresponds to this field.

Description System.String True

Label 'Comments' corresponds to this field.

IsDeleted System.Boolean True

Label 'Deleted' corresponds to this field.

CreatedDate System.DateTime True

Label 'Created Date' corresponds to this field.

CreatedById System.String True

Label 'Created By ID' corresponds to this field.

LastModifiedDate System.DateTime True

Label 'Last Modified Date' corresponds to this field.

LastModifiedById System.String True

Label 'Last Modified By ID' corresponds to this field.

SystemModstamp System.DateTime True

Label 'System Modstamp' corresponds to this field.

CallDurationInSeconds System.Integer True

Label 'Call Duration' corresponds to this field.

CallType System.String True

Label 'Call Type' corresponds to this field.

CallDisposition System.String True

Label 'Call Result' corresponds to this field.

CallObject System.String True

Label 'Call Object Identifier' corresponds to this field.

ReminderDateTime System.DateTime True

Label 'Reminder Date/Time' corresponds to this field.

IsReminderSet System.Boolean True

Label 'Reminder Set' corresponds to this field.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
SOQL String

Specifies the Where clause of the SOQL query to execute against the FinancialForce servers. If this pseudo column is set from the WHERE clause it will take precendence over any other input.

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Opportunity

This is a table representing the Opportunity entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Opportunity.

IsDeleted Boolean True

Label Deleted corresponds to this field.

AccountId String False

Account.Id

Label Account ID corresponds to this field.

IsPrivate Boolean False

Label Private corresponds to this field.

Name String False

Label Name corresponds to this field.

Description String False

Label Description corresponds to this field.

StageName String False

Label Stage corresponds to this field.

Amount Double False

Label Amount corresponds to this field.

Probability Double False

Label Probability (%) corresponds to this field.

ExpectedRevenue Double True

Label Expected Amount corresponds to this field.

TotalOpportunityQuantity Double False

Label Quantity corresponds to this field.

CloseDate Datetime False

Label Close Date corresponds to this field.

Type String False

Label Opportunity Type corresponds to this field.

NextStep String False

Label Next Step corresponds to this field.

LeadSource String False

Label Lead Source corresponds to this field.

IsClosed Boolean True

Label Closed corresponds to this field.

IsWon Boolean True

Label Won corresponds to this field.

ForecastCategory String True

Label Forecast Category corresponds to this field.

ForecastCategoryName String False

Label Forecast Category corresponds to this field.

CampaignId String False

Campaign.Id

Label Campaign ID corresponds to this field.

HasOpportunityLineItem Boolean True

Label Has Line Item corresponds to this field.

Pricebook2Id String False

Pricebook2.Id

Label Price Book ID corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastActivityDate Datetime True

Label Last Activity corresponds to this field.

FiscalQuarter Int True

Label Fiscal Quarter corresponds to this field.

FiscalYear Int True

Label Fiscal Year corresponds to this field.

Fiscal String True

Label Fiscal Period corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

SyncedQuoteId String False

Quote.Id

Label Quote ID corresponds to this field.

DeliveryInstallationStatus__c String False

Label Delivery/Installation Status corresponds to this field.

CurrentGenerators__c String False

Label Current Generator(s) corresponds to this field.

TrackingNumber__c String False

Label Tracking Number corresponds to this field.

MainCompetitors__c String False

Label Main Competitor(s) corresponds to this field.

OrderNumber__c String False

Label Order Number corresponds to this field.

SomeNumber__c Double False

Label SomeNumber corresponds to this field.

ZeroDecimal__c Double False

Label ZeroDecimal corresponds to this field.

AutoNumber__c String True

Label AutoNumber corresponds to this field.

FloatTest__c Double False

Label FloatTest corresponds to this field.

Don_t_Test__c String False

Label Don?t_Test corresponds to this field.

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OpportunityCompetitor

This is a table representing the OpportunityCompetitor entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityCompetitor.

OpportunityId String False

Opportunity.Id

Label Opportunity ID corresponds to this field.

CompetitorName String False

Label Competitor Name corresponds to this field.

Strengths String False

Label Strengths corresponds to this field.

Weaknesses String False

Label Weaknesses corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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OpportunityContactRole

This is a table representing the OpportunityContactRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityContactRole.

OpportunityId String False

Opportunity.Id

Label Opportunity ID corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

Role String False

Label Role corresponds to this field.

IsPrimary Boolean False

Label Primary corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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OpportunityFeed

This is a table representing the OpportunityFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityFeed.

ParentId String True

Opportunity.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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OpportunityFieldHistory

This is a table representing the OpportunityFieldHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityFieldHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

OpportunityId String True

Opportunity.Id

Label Opportunity ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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OpportunityHistory

This is a table representing the OpportunityHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityHistory.

OpportunityId String True

Opportunity.Id

Label Opportunity ID corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

StageName String True

Label Stage Name corresponds to this field.

Amount Double True

Label Amount corresponds to this field.

ExpectedRevenue Double True

Label Expected Revenue corresponds to this field.

CloseDate Datetime True

Label Close Date corresponds to this field.

Probability Double True

Label Probability corresponds to this field.

ForecastCategory String True

Label To ForecastCategory corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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OpportunityLineItem

This is a table representing the OpportunityLineItem entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityLineItem.

OpportunityId String False

Opportunity.Id

Label Opportunity ID corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

PricebookEntryId String False

PricebookEntry.Id

Label Price Book Entry ID corresponds to this field.

Quantity Double False

Label Quantity corresponds to this field.

TotalPrice Double False

Label Total Price corresponds to this field.

UnitPrice Double False

Label Sales Price corresponds to this field.

ListPrice Double True

Label List Price corresponds to this field.

ServiceDate Datetime False

Label Date corresponds to this field.

Description String False

Label Line Description corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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OpportunityPartner

This is a table representing the OpportunityPartner entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityPartner.

OpportunityId String True

Opportunity.Id

Label Opportunity ID corresponds to this field.

AccountToId String True

Account.Id

Label Account ID corresponds to this field.

Role String True

Label Role corresponds to this field.

IsPrimary Boolean True

Label Primary corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ReversePartnerId String True

OpportunityPartner.Id

Label Reverse Partner ID corresponds to this field.

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OpportunityShare

This is a table representing the OpportunityShare entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityShare.

OpportunityId String True

Opportunity.Id

Label Opportunity ID corresponds to this field.

UserOrGroupId String True

Label User/Group ID corresponds to this field.

OpportunityAccessLevel String True

Label Opportunity Access corresponds to this field.

RowCause String True

Label Row Cause corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

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OpportunityStage

This is a table representing the OpportunityStage entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OpportunityStage.

MasterLabel String True

Label Master Label corresponds to this field.

IsActive Boolean True

Label Is Active corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsClosed Boolean True

Label Closed corresponds to this field.

IsWon Boolean True

Label Won corresponds to this field.

ForecastCategory String True

Label Forecast Category corresponds to this field.

ForecastCategoryName String True

Label Forecast Category Name corresponds to this field.

DefaultProbability Double True

Label Probability (%) corresponds to this field.

Description String True

Label Description corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Organization

This is a table representing the Organization entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Organization.

Name String True

Label Name corresponds to this field.

Division String True

Label Division corresponds to this field.

Street String True

Label Street corresponds to this field.

City String True

Label City corresponds to this field.

State String True

Label State/Province corresponds to this field.

PostalCode String True

Label Zip/Postal Code corresponds to this field.

Country String True

Label Country corresponds to this field.

Latitude Double True

Label Latitude corresponds to this field.

Longitude Double True

Label Longitude corresponds to this field.

Phone String True

Label Phone corresponds to this field.

Fax String True

Label Fax corresponds to this field.

PrimaryContact String True

Label Primary Contact corresponds to this field.

DefaultLocaleSidKey String True

Label Locale corresponds to this field.

LanguageLocaleKey String True

Label Language corresponds to this field.

ReceivesInfoEmails Boolean True

Label Info Emails corresponds to this field.

ReceivesAdminInfoEmails Boolean True

Label Info Emails Admin corresponds to this field.

PreferencesRequireOpportunityProducts Boolean True

Label RequireOpportunityProducts corresponds to this field.

FiscalYearStartMonth Int True

Label Fiscal Year Starts In corresponds to this field.

UsesStartDateAsFiscalYearName Boolean True

Label Fiscal Year Name by Start corresponds to this field.

DefaultAccountAccess String True

Label Default Account Access corresponds to this field.

DefaultContactAccess String True

Label Default Contact Access corresponds to this field.

DefaultOpportunityAccess String True

Label Default Opportunity Access corresponds to this field.

DefaultLeadAccess String True

Label Default Lead Access corresponds to this field.

DefaultCaseAccess String True

Label Default Case Access corresponds to this field.

DefaultCalendarAccess String True

Label Default Calendar Access corresponds to this field.

DefaultPricebookAccess String True

Label Default Price Book Access corresponds to this field.

DefaultCampaignAccess String True

Label Default Campaign Access corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

ComplianceBccEmail String True

Label Compliance BCC Email corresponds to this field.

UiSkin String True

Label UI Skin corresponds to this field.

TrialExpirationDate Datetime True

Label Trial Expiration Date corresponds to this field.

OrganizationType String True

Label Edition corresponds to this field.

WebToCaseDefaultOrigin String True

Label Web to Cases Default Origin corresponds to this field.

MonthlyPageViewsUsed Int True

Label Monthly Page Views Used corresponds to this field.

MonthlyPageViewsEntitlement Int True

Label Monthly Page Views Allowed corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

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OrgWideEmailAddress

This is a table representing the OrgWideEmailAddress entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the OrgWideEmailAddress.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Address String False

Label Email Address corresponds to this field.

DisplayName String False

Label Display Name corresponds to this field.

IsAllowAllProfiles Boolean False

Label Allow All Profiles corresponds to this field.

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Partner

This is a table representing the Partner entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Partner.

OpportunityId String False

Opportunity.Id

Label Opportunity ID corresponds to this field.

AccountFromId String False

Account.Id

Label Account From ID corresponds to this field.

AccountToId String False

Account.Id

Label Account To ID corresponds to this field.

Role String False

Label Role corresponds to this field.

IsPrimary Boolean False

Label Primary corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ReversePartnerId String True

Partner.Id

Label Reverse Partner ID corresponds to this field.

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PartnerRole

This is a table representing the PartnerRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PartnerRole.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

ReverseRole String True

Label Reverse Role corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Period

This is a table representing the Period entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Period.

FiscalYearSettingsId String True

FiscalYearSettings.Id

Label Fiscal Year Settings ID corresponds to this field.

Type String True

Label Type corresponds to this field.

StartDate Datetime True

Label Start Date corresponds to this field.

EndDate Datetime True

Label End Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsForecastPeriod Boolean True

Label Is Forecast Period corresponds to this field.

QuarterLabel String True

Label Quarter Name corresponds to this field.

PeriodLabel String True

Label Period Name corresponds to this field.

Number Int True

Label Number corresponds to this field.

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PermissionSet

This is a table representing the PermissionSet entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PermissionSet.

Name String False

Label Permission Set Name corresponds to this field.

Label String False

Label Permission Set Label corresponds to this field.

UserLicenseId String False

UserLicense.Id

Label User License ID corresponds to this field.

ProfileId String True

Profile.Id

Label Profile ID corresponds to this field.

IsOwnedByProfile Boolean True

Label Is Owned By Profile corresponds to this field.

PermissionsEmailSingle Boolean False

Label Send Email corresponds to this field.

PermissionsEmailMass Boolean False

Label Mass Email corresponds to this field.

PermissionsEditTask Boolean False

Label Edit Tasks corresponds to this field.

PermissionsEditEvent Boolean False

Label Edit Events corresponds to this field.

PermissionsExportReport Boolean False

Label Export Reports corresponds to this field.

PermissionsImportPersonal Boolean False

Label Import Personal Contacts corresponds to this field.

PermissionsManageUsers Boolean False

Label Manage Users corresponds to this field.

PermissionsEditPublicTemplates Boolean False

Label Manage Public Templates corresponds to this field.

PermissionsModifyAllData Boolean False

Label Modify All Data corresponds to this field.

PermissionsManageCases Boolean False

Label Manage Cases corresponds to this field.

PermissionsEditKnowledge Boolean False

Label Manage Articles corresponds to this field.

PermissionsManageKnowledge Boolean False

Label Manage FinancialForce Knowledge corresponds to this field.

PermissionsManageSolutions Boolean False

Label Manage Published Solutions corresponds to this field.

PermissionsCustomizeApplication Boolean False

Label Customize Application corresponds to this field.

PermissionsEditReadonlyFields Boolean False

Label Edit Read Only Fields corresponds to this field.

PermissionsRunReports Boolean False

Label Run Reports corresponds to this field.

PermissionsViewSetup Boolean False

Label View Setup and Configuration corresponds to this field.

PermissionsTransferAnyEntity Boolean False

Label Transfer Record corresponds to this field.

PermissionsNewReportBuilder Boolean False

Label Report Builder corresponds to this field.

PermissionsManageSelfService Boolean False

Label Manage Self-Service Portal corresponds to this field.

PermissionsManageCssUsers Boolean False

Label Edit Self-Service Users corresponds to this field.

PermissionsActivateContract Boolean False

Label Activate Contracts corresponds to this field.

PermissionsImportLeads Boolean False

Label Import Leads corresponds to this field.

PermissionsManageLeads Boolean False

Label Manage Leads corresponds to this field.

PermissionsTransferAnyLead Boolean False

Label Transfer Leads corresponds to this field.

PermissionsViewAllData Boolean False

Label View All Data corresponds to this field.

PermissionsEditPublicDocuments Boolean False

Label Manage Public Documents corresponds to this field.

PermissionsEditBrandTemplates Boolean False

Label Manage Letterheads corresponds to this field.

PermissionsEditHtmlTemplates Boolean False

Label Edit HTML Templates corresponds to this field.

PermissionsChatterInternalUser Boolean False

Label Chatter Internal User corresponds to this field.

PermissionsManageDashboards Boolean False

Label Manage Dashboards corresponds to this field.

PermissionsDeleteActivatedContract Boolean False

Label Delete Activated Contracts corresponds to this field.

PermissionsChatterInviteExternalUsers Boolean False

Label Invite Customers To Chatter corresponds to this field.

PermissionsSendSitRequests Boolean False

Label Send Stay-in-Touch Requests corresponds to this field.

PermissionsManageRemoteAccess Boolean False

Label Manage Connected Apps corresponds to this field.

PermissionsCanUseNewDashboardBuilder Boolean False

Label Drag-and-Drop Dashboard Builder corresponds to this field.

PermissionsManageCategories Boolean False

Label Manage Categories corresponds to this field.

PermissionsConvertLeads Boolean False

Label Convert Leads corresponds to this field.

PermissionsPasswordNeverExpires Boolean False

Label Password Never Expires corresponds to this field.

PermissionsUseTeamReassignWizards Boolean False

Label Use Team Reassignment Wizards corresponds to this field.

PermissionsInstallPackaging Boolean False

Label Download AppExchange Packages corresponds to this field.

PermissionsPublishPackaging Boolean False

Label Upload AppExchange Packages corresponds to this field.

PermissionsChatterOwnGroups Boolean False

Label Create and Own New Chatter Groups corresponds to this field.

PermissionsEditOppLineItemUnitPrice Boolean False

Label Edit Opportunity Product Sales Price corresponds to this field.

PermissionsCreatePackaging Boolean False

Label Create AppExchange Packages corresponds to this field.

PermissionsBulkApiHardDelete Boolean False

Label Bulk API Hard Delete corresponds to this field.

PermissionsSolutionImport Boolean False

Label Import Solutions corresponds to this field.

PermissionsManageCallCenters Boolean False

Label Manage Call Centers corresponds to this field.

PermissionsEditReports Boolean False

Label Create and Customize Reports corresponds to this field.

PermissionsManageSynonyms Boolean False

Label Manage Synonyms corresponds to this field.

PermissionsViewContent Boolean False

Label View Content in Portals corresponds to this field.

PermissionsManageEmailClientConfig Boolean False

Label Manage Email Client Configurations corresponds to this field.

PermissionsEnableNotifications Boolean False

Label Send Outbound Messages corresponds to this field.

PermissionsManageDataIntegrations Boolean False

Label Manage Data Integrations corresponds to this field.

PermissionsViewDataCategories Boolean False

Label View Data Categories corresponds to this field.

PermissionsManageDataCategories Boolean False

Label Manage Data Categories corresponds to this field.

PermissionsAuthorApex Boolean False

Label Author Apex corresponds to this field.

PermissionsManageMobile Boolean False

Label Manage Mobile Configurations corresponds to this field.

PermissionsApiEnabled Boolean False

Label API Enabled corresponds to this field.

PermissionsManageCustomReportTypes Boolean False

Label Manage Custom Report Types corresponds to this field.

PermissionsEditCaseComments Boolean False

Label Edit Case Comments corresponds to this field.

PermissionsTransferAnyCase Boolean False

Label Transfer Cases corresponds to this field.

PermissionsContentAdministrator Boolean False

Label Manage FinancialForce CRM Content corresponds to this field.

PermissionsCreateWorkspaces Boolean False

Label Create Libraries corresponds to this field.

PermissionsManageContentPermissions Boolean False

Label Manage Content Permissions corresponds to this field.

PermissionsManageContentProperties Boolean False

Label Manage Content Properties corresponds to this field.

PermissionsManageContentTypes Boolean False

Label Manage Content Types corresponds to this field.

PermissionsManageAnalyticSnapshots Boolean False

Label Manage Analytic Snapshots corresponds to this field.

PermissionsScheduleReports Boolean False

Label Schedule Reports corresponds to this field.

PermissionsManageBusinessHourHolidays Boolean False

Label Manage Business Hours Holidays corresponds to this field.

PermissionsManageDynamicDashboards Boolean False

Label Manage Dynamic Dashboards corresponds to this field.

PermissionsCustomSidebarOnAllPages Boolean False

Label Show Custom Sidebar On All Pages corresponds to this field.

PermissionsManageInteraction Boolean False

Label Manage Force.com Flow corresponds to this field.

PermissionsViewMyTeamsDashboards Boolean False

Label View My Team's Dashboards corresponds to this field.

PermissionsModerateChatter Boolean False

Label Moderate Chatter corresponds to this field.

PermissionsResetPasswords Boolean False

Label Reset User Passwords and Unlock Users corresponds to this field.

PermissionsFlowUFLRequired Boolean False

Label Require Force.com Flow User Feature License corresponds to this field.

PermissionsCanInsertFeedSystemFields Boolean False

Label Insert System Field Values for Chatter Feeds corresponds to this field.

PermissionsManageKnowledgeImportExport Boolean False

Label Manage Knowledge Article Import/Export corresponds to this field.

PermissionsEmailTemplateManagement Boolean False

Label Manage Email Templates corresponds to this field.

PermissionsEmailAdministration Boolean False

Label Email Administration corresponds to this field.

PermissionsManageChatterMessages Boolean False

Label Manage Chatter Messages corresponds to this field.

PermissionsForceTwoFactor Boolean False

Label Two-Factor Authentication for User Interface Logins corresponds to this field.

PermissionsManageNetworks Boolean False

Label Create and Set Up Communities corresponds to this field.

PermissionsManageAuthProviders Boolean False

Label Manage Auth. Providers corresponds to this field.

PermissionsRunFlow Boolean False

Label Run Flows corresponds to this field.

PermissionsViewAllUsers Boolean False

Label View All Users corresponds to this field.

PermissionsAllowUniversalSearch Boolean False

Label Knowledge One corresponds to this field.

PermissionsConnectOrgToEnvironmentHub Boolean False

Label Connect Organization to Environment Hub corresponds to this field.

PermissionsSalesConsole Boolean False

Label Sales Console corresponds to this field.

PermissionsTwoFactorApi Boolean False

Label Two-Factor Authentication for API Logins corresponds to this field.

PermissionsDeleteTopics Boolean False

Label Delete Topics corresponds to this field.

PermissionsEditTopics Boolean False

Label Edit Topics corresponds to this field.

PermissionsCreateTopics Boolean False

Label Create Topics corresponds to this field.

PermissionsAssignTopics Boolean False

Label Assign Topics corresponds to this field.

PermissionsIdentityEnabled Boolean False

Label Use Identity Features corresponds to this field.

PermissionsIdentityConnect Boolean False

Label Use Identity Connect corresponds to this field.

PermissionsAllowViewKnowledge Boolean False

Label Allow View Knowledge corresponds to this field.

Description String False

Label Description corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

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PermissionSetAssignment

This is a table representing the PermissionSetAssignment entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PermissionSetAssignment.

PermissionSetId String False

PermissionSet.Id

Label PermissionSet ID corresponds to this field.

AssigneeId String False

User.Id

Label Assignee ID corresponds to this field.

SystemModstamp Datetime True

Label Date Assigned corresponds to this field.

CData Python Connector for Certinia

PermissionSetLicense

This is a table representing the PermissionSetLicense entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PermissionSetLicense.

IsDeleted Boolean True

Label Deleted corresponds to this field.

DeveloperName String True

Label Developer Name corresponds to this field.

Language String True

Label Master Language corresponds to this field.

MasterLabel String True

Label Permission Set License Label corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

PermissionSetLicenseKey String True

Label Permission Set License Key corresponds to this field.

TotalLicenses Int True

Label Total Licenses corresponds to this field.

Status String True

Label Status corresponds to this field.

ExpirationDate Datetime True

Label Expiration Date corresponds to this field.

MaximumPermissionsEmailSingle Boolean True

Label Send Email corresponds to this field.

MaximumPermissionsEmailMass Boolean True

Label Mass Email corresponds to this field.

MaximumPermissionsEditTask Boolean True

Label Edit Tasks corresponds to this field.

MaximumPermissionsEditEvent Boolean True

Label Edit Events corresponds to this field.

MaximumPermissionsExportReport Boolean True

Label Export Reports corresponds to this field.

MaximumPermissionsImportPersonal Boolean True

Label Import Personal Contacts corresponds to this field.

MaximumPermissionsManageUsers Boolean True

Label Manage Users corresponds to this field.

MaximumPermissionsEditPublicTemplates Boolean True

Label Manage Public Templates corresponds to this field.

MaximumPermissionsModifyAllData Boolean True

Label Modify All Data corresponds to this field.

MaximumPermissionsManageCases Boolean True

Label Manage Cases corresponds to this field.

MaximumPermissionsEditKnowledge Boolean True

Label Manage Articles corresponds to this field.

MaximumPermissionsManageKnowledge Boolean True

Label Manage FinancialForce Knowledge corresponds to this field.

MaximumPermissionsManageSolutions Boolean True

Label Manage Published Solutions corresponds to this field.

MaximumPermissionsCustomizeApplication Boolean True

Label Customize Application corresponds to this field.

MaximumPermissionsEditReadonlyFields Boolean True

Label Edit Read Only Fields corresponds to this field.

MaximumPermissionsRunReports Boolean True

Label Run Reports corresponds to this field.

MaximumPermissionsViewSetup Boolean True

Label View Setup and Configuration corresponds to this field.

MaximumPermissionsTransferAnyEntity Boolean True

Label Transfer Record corresponds to this field.

MaximumPermissionsNewReportBuilder Boolean True

Label Report Builder corresponds to this field.

MaximumPermissionsManageSelfService Boolean True

Label Manage Self-Service Portal corresponds to this field.

MaximumPermissionsManageCssUsers Boolean True

Label Edit Self-Service Users corresponds to this field.

MaximumPermissionsActivateContract Boolean True

Label Activate Contracts corresponds to this field.

MaximumPermissionsImportLeads Boolean True

Label Import Leads corresponds to this field.

MaximumPermissionsManageLeads Boolean True

Label Manage Leads corresponds to this field.

MaximumPermissionsTransferAnyLead Boolean True

Label Transfer Leads corresponds to this field.

MaximumPermissionsViewAllData Boolean True

Label View All Data corresponds to this field.

MaximumPermissionsEditPublicDocuments Boolean True

Label Manage Public Documents corresponds to this field.

MaximumPermissionsEditBrandTemplates Boolean True

Label Manage Letterheads corresponds to this field.

MaximumPermissionsEditHtmlTemplates Boolean True

Label Edit HTML Templates corresponds to this field.

MaximumPermissionsChatterInternalUser Boolean True

Label Chatter Internal User corresponds to this field.

MaximumPermissionsManageDashboards Boolean True

Label Manage Dashboards corresponds to this field.

MaximumPermissionsDeleteActivatedContract Boolean True

Label Delete Activated Contracts corresponds to this field.

MaximumPermissionsChatterInviteExternalUsers Boolean True

Label Invite Customers To Chatter corresponds to this field.

MaximumPermissionsSendSitRequests Boolean True

Label Send Stay-in-Touch Requests corresponds to this field.

MaximumPermissionsManageRemoteAccess Boolean True

Label Manage Connected Apps corresponds to this field.

MaximumPermissionsCanUseNewDashboardBuilder Boolean True

Label Drag-and-Drop Dashboard Builder corresponds to this field.

MaximumPermissionsManageCategories Boolean True

Label Manage Categories corresponds to this field.

MaximumPermissionsConvertLeads Boolean True

Label Convert Leads corresponds to this field.

MaximumPermissionsPasswordNeverExpires Boolean True

Label Password Never Expires corresponds to this field.

MaximumPermissionsUseTeamReassignWizards Boolean True

Label Use Team Reassignment Wizards corresponds to this field.

MaximumPermissionsInstallPackaging Boolean True

Label Download AppExchange Packages corresponds to this field.

MaximumPermissionsPublishPackaging Boolean True

Label Upload AppExchange Packages corresponds to this field.

MaximumPermissionsChatterOwnGroups Boolean True

Label Create and Own New Chatter Groups corresponds to this field.

MaximumPermissionsEditOppLineItemUnitPrice Boolean True

Label Edit Opportunity Product Sales Price corresponds to this field.

MaximumPermissionsCreatePackaging Boolean True

Label Create AppExchange Packages corresponds to this field.

MaximumPermissionsBulkApiHardDelete Boolean True

Label Bulk API Hard Delete corresponds to this field.

MaximumPermissionsSolutionImport Boolean True

Label Import Solutions corresponds to this field.

MaximumPermissionsManageCallCenters Boolean True

Label Manage Call Centers corresponds to this field.

MaximumPermissionsEditReports Boolean True

Label Create and Customize Reports corresponds to this field.

MaximumPermissionsManageSynonyms Boolean True

Label Manage Synonyms corresponds to this field.

MaximumPermissionsViewContent Boolean True

Label View Content in Portals corresponds to this field.

MaximumPermissionsManageEmailClientConfig Boolean True

Label Manage Email Client Configurations corresponds to this field.

MaximumPermissionsEnableNotifications Boolean True

Label Send Outbound Messages corresponds to this field.

MaximumPermissionsManageDataIntegrations Boolean True

Label Manage Data Integrations corresponds to this field.

MaximumPermissionsViewDataCategories Boolean True

Label View Data Categories corresponds to this field.

MaximumPermissionsManageDataCategories Boolean True

Label Manage Data Categories corresponds to this field.

MaximumPermissionsAuthorApex Boolean True

Label Author Apex corresponds to this field.

MaximumPermissionsManageMobile Boolean True

Label Manage Mobile Configurations corresponds to this field.

MaximumPermissionsApiEnabled Boolean True

Label API Enabled corresponds to this field.

MaximumPermissionsManageCustomReportTypes Boolean True

Label Manage Custom Report Types corresponds to this field.

MaximumPermissionsEditCaseComments Boolean True

Label Edit Case Comments corresponds to this field.

MaximumPermissionsTransferAnyCase Boolean True

Label Transfer Cases corresponds to this field.

MaximumPermissionsContentAdministrator Boolean True

Label Manage FinancialForce CRM Content corresponds to this field.

MaximumPermissionsCreateWorkspaces Boolean True

Label Create Libraries corresponds to this field.

MaximumPermissionsManageContentPermissions Boolean True

Label Manage Content Permissions corresponds to this field.

MaximumPermissionsManageContentProperties Boolean True

Label Manage Content Properties corresponds to this field.

MaximumPermissionsManageContentTypes Boolean True

Label Manage Content Types corresponds to this field.

MaximumPermissionsManageAnalyticSnapshots Boolean True

Label Manage Analytic Snapshots corresponds to this field.

MaximumPermissionsScheduleReports Boolean True

Label Schedule Reports corresponds to this field.

MaximumPermissionsManageBusinessHourHolidays Boolean True

Label Manage Business Hours Holidays corresponds to this field.

MaximumPermissionsManageDynamicDashboards Boolean True

Label Manage Dynamic Dashboards corresponds to this field.

MaximumPermissionsCustomSidebarOnAllPages Boolean True

Label Show Custom Sidebar On All Pages corresponds to this field.

MaximumPermissionsManageInteraction Boolean True

Label Manage Force.com Flow corresponds to this field.

MaximumPermissionsViewMyTeamsDashboards Boolean True

Label View My Team's Dashboards corresponds to this field.

MaximumPermissionsModerateChatter Boolean True

Label Moderate Chatter corresponds to this field.

MaximumPermissionsResetPasswords Boolean True

Label Reset User Passwords and Unlock Users corresponds to this field.

MaximumPermissionsFlowUFLRequired Boolean True

Label Require Force.com Flow User Feature License corresponds to this field.

MaximumPermissionsCanInsertFeedSystemFields Boolean True

Label Insert System Field Values for Chatter Feeds corresponds to this field.

MaximumPermissionsManageKnowledgeImportExport Boolean True

Label Manage Knowledge Article Import/Export corresponds to this field.

MaximumPermissionsEmailTemplateManagement Boolean True

Label Manage Email Templates corresponds to this field.

MaximumPermissionsEmailAdministration Boolean True

Label Email Administration corresponds to this field.

MaximumPermissionsManageChatterMessages Boolean True

Label Manage Chatter Messages corresponds to this field.

MaximumPermissionsForceTwoFactor Boolean True

Label Two-Factor Authentication for User Interface Logins corresponds to this field.

MaximumPermissionsManageNetworks Boolean True

Label Create and Set Up Communities corresponds to this field.

MaximumPermissionsManageAuthProviders Boolean True

Label Manage Auth. Providers corresponds to this field.

MaximumPermissionsRunFlow Boolean True

Label Run Flows corresponds to this field.

MaximumPermissionsViewAllUsers Boolean True

Label View All Users corresponds to this field.

MaximumPermissionsAllowUniversalSearch Boolean True

Label Knowledge One corresponds to this field.

MaximumPermissionsConnectOrgToEnvironmentHub Boolean True

Label Connect Organization to Environment Hub corresponds to this field.

MaximumPermissionsSalesConsole Boolean True

Label Sales Console corresponds to this field.

MaximumPermissionsTwoFactorApi Boolean True

Label Two-Factor Authentication for API Logins corresponds to this field.

MaximumPermissionsDeleteTopics Boolean True

Label Delete Topics corresponds to this field.

MaximumPermissionsEditTopics Boolean True

Label Edit Topics corresponds to this field.

MaximumPermissionsCreateTopics Boolean True

Label Create Topics corresponds to this field.

MaximumPermissionsAssignTopics Boolean True

Label Assign Topics corresponds to this field.

MaximumPermissionsIdentityEnabled Boolean True

Label Use Identity Features corresponds to this field.

MaximumPermissionsIdentityConnect Boolean True

Label Use Identity Connect corresponds to this field.

MaximumPermissionsAllowViewKnowledge Boolean True

Label Allow View Knowledge corresponds to this field.

UsedLicenses Int True

Label Used Licenses corresponds to this field.

CData Python Connector for Certinia

PermissionSetLicenseAssign

This is a table representing the PermissionSetLicenseAssign entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PermissionSetLicenseAssign.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label Date Assigned corresponds to this field.

PermissionSetLicenseId String False

PermissionSetLicense.Id

Label Permission Set License ID corresponds to this field.

AssigneeId String False

User.Id

Label User ID corresponds to this field.

CData Python Connector for Certinia

Pricebook2

This is a table representing the Pricebook2 entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Pricebook2.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String False

Label Price Book Name corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

Description String False

Label Description corresponds to this field.

IsStandard Boolean True

Label Is Standard Price Book corresponds to this field.

Factory_Code__c String False

Label Factory_Code corresponds to this field.

Old_Factory_Codes__c String False

Label Old_Factory_Codes corresponds to this field.

CData Python Connector for Certinia

Pricebook2History

This is a table representing the Pricebook2History entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Pricebook2History.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Pricebook2Id String True

Pricebook2.Id

Label Price Book ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

CData Python Connector for Certinia

PricebookEntry

This is a table representing the PricebookEntry entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PricebookEntry.

Name String True

Label Product Name corresponds to this field.

Pricebook2Id String False

Pricebook2.Id

Label Price Book ID corresponds to this field.

Product2Id String False

Product2.Id

Label Product ID corresponds to this field.

UnitPrice Double False

Label List Price corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

UseStandardPrice Boolean False

Label Use Standard Price corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

ProductCode String True

Label Product Code corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CData Python Connector for Certinia

ProcessDefinition

This is a table representing the ProcessDefinition entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ProcessDefinition.

Name String True

Label Name corresponds to this field.

DeveloperName String True

Label Unique Name corresponds to this field.

Type String True

Label Process Definition Type corresponds to this field.

Description String True

Label Description corresponds to this field.

TableEnumOrId String True

Label Custom Object Definition ID corresponds to this field.

LockType String True

Label Lock Type corresponds to this field.

State String True

Label State corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

ProcessInstance

This is a table representing the ProcessInstance entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ProcessInstance.

ProcessDefinitionId String True

ProcessDefinition.Id

Label Approval Process ID corresponds to this field.

TargetObjectId String True

Label Target Object ID corresponds to this field.

Status String True

Label Status corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

ProcessInstanceHistory

This is a table representing the ProcessInstanceHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] System.String True

Label 'Process Instance History ID' corresponds to this field.

IsPending System.Boolean True

Label 'Is Pending' corresponds to this field.

ProcessInstanceId System.String True

Label 'Process Instance ID' corresponds to this field.

TargetObjectId System.String True

Label 'Target Object ID' corresponds to this field.

StepStatus System.String True

Label 'Status' corresponds to this field.

OriginalActorId System.String True

Label 'Original Actor ID' corresponds to this field.

ActorId System.String True

Label 'Actor ID' corresponds to this field.

RemindersSent System.Integer True

Label 'RemindersSent' corresponds to this field.

Comments System.String True

Label 'Comments' corresponds to this field.

IsDeleted System.Boolean True

Label 'Deleted' corresponds to this field.

CreatedDate System.DateTime True

Label 'Created Date' corresponds to this field.

CreatedById System.String True

Label 'Created By ID' corresponds to this field.

SystemModstamp System.DateTime True

Label 'System Modstamp' corresponds to this field.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
SOQL String

Specifies the Where clause of the SOQL query to execute against the FinancialForce servers. If this pseudo column is set from the WHERE clause it will take precendence over any other input.

CData Python Connector for Certinia

ProcessInstanceStep

This is a table representing the ProcessInstanceStep entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ProcessInstanceStep.

ProcessInstanceId String True

ProcessInstance.Id

Label Process Instance ID corresponds to this field.

StepStatus String True

Label Step Status corresponds to this field.

OriginalActorId String True

Label Original Actor ID corresponds to this field.

ActorId String True

Label Actor ID corresponds to this field.

Comments String True

Label Comments corresponds to this field.

StepNodeId String True

ProcessNode.Id

Label Process Node ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

ProcessInstanceWorkitem

This is a table representing the ProcessInstanceWorkitem entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ProcessInstanceWorkitem.

ProcessInstanceId String True

ProcessInstance.Id

Label Process Instance ID corresponds to this field.

OriginalActorId String True

Label Original Actor ID corresponds to this field.

ActorId String True

Label Actor ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

ProcessNode

This is a table representing the ProcessNode entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ProcessNode.

Name String True

Label Name corresponds to this field.

DeveloperName String True

Label Unique Name corresponds to this field.

ProcessDefinitionId String True

ProcessDefinition.Id

Label Approval Process ID corresponds to this field.

Description String True

Label Description corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

Product2

This is a table representing the Product2 entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Product2.

Name String False

Label Product Name corresponds to this field.

ProductCode String False

Label Product Code corresponds to this field.

Description String False

Label Product Description corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Family String False

Label Product Family corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Old_Factory_Codes__c String False

Label Old_Factory_Codes corresponds to this field.

TextLong2__c String False

Label TextLong2 corresponds to this field.

Factory_Code__c String False

Label Factory_Code corresponds to this field.

CData Python Connector for Certinia

Product2Feed

This is a table representing the Product2Feed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Product2Feed.

ParentId String True

Product2.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

CData Python Connector for Certinia

Profile

This is a table representing the Profile entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Profile.

Name String True

Label Name corresponds to this field.

PermissionsEmailSingle Boolean True

Label Send Email corresponds to this field.

PermissionsEmailMass Boolean True

Label Mass Email corresponds to this field.

PermissionsEditTask Boolean True

Label Edit Tasks corresponds to this field.

PermissionsEditEvent Boolean True

Label Edit Events corresponds to this field.

PermissionsExportReport Boolean True

Label Export Reports corresponds to this field.

PermissionsImportPersonal Boolean True

Label Import Personal Contacts corresponds to this field.

PermissionsManageUsers Boolean True

Label Manage Users corresponds to this field.

PermissionsEditPublicTemplates Boolean True

Label Manage Public Templates corresponds to this field.

PermissionsModifyAllData Boolean True

Label Modify All Data corresponds to this field.

PermissionsManageCases Boolean True

Label Manage Cases corresponds to this field.

PermissionsEditKnowledge Boolean True

Label Manage Articles corresponds to this field.

PermissionsManageKnowledge Boolean True

Label Manage FinancialForce Knowledge corresponds to this field.

PermissionsManageSolutions Boolean True

Label Manage Published Solutions corresponds to this field.

PermissionsCustomizeApplication Boolean True

Label Customize Application corresponds to this field.

PermissionsEditReadonlyFields Boolean True

Label Edit Read Only Fields corresponds to this field.

PermissionsRunReports Boolean True

Label Run Reports corresponds to this field.

PermissionsViewSetup Boolean True

Label View Setup and Configuration corresponds to this field.

PermissionsTransferAnyEntity Boolean True

Label Transfer Record corresponds to this field.

PermissionsNewReportBuilder Boolean True

Label Report Builder corresponds to this field.

PermissionsManageSelfService Boolean True

Label Manage Self-Service Portal corresponds to this field.

PermissionsManageCssUsers Boolean True

Label Edit Self-Service Users corresponds to this field.

PermissionsActivateContract Boolean True

Label Activate Contracts corresponds to this field.

PermissionsImportLeads Boolean True

Label Import Leads corresponds to this field.

PermissionsManageLeads Boolean True

Label Manage Leads corresponds to this field.

PermissionsTransferAnyLead Boolean True

Label Transfer Leads corresponds to this field.

PermissionsViewAllData Boolean True

Label View All Data corresponds to this field.

PermissionsEditPublicDocuments Boolean True

Label Manage Public Documents corresponds to this field.

PermissionsEditBrandTemplates Boolean True

Label Manage Letterheads corresponds to this field.

PermissionsEditHtmlTemplates Boolean True

Label Edit HTML Templates corresponds to this field.

PermissionsChatterInternalUser Boolean True

Label Chatter Internal User corresponds to this field.

PermissionsManageDashboards Boolean True

Label Manage Dashboards corresponds to this field.

PermissionsDeleteActivatedContract Boolean True

Label Delete Activated Contracts corresponds to this field.

PermissionsChatterInviteExternalUsers Boolean True

Label Invite Customers To Chatter corresponds to this field.

PermissionsSendSitRequests Boolean True

Label Send Stay-in-Touch Requests corresponds to this field.

PermissionsManageRemoteAccess Boolean True

Label Manage Connected Apps corresponds to this field.

PermissionsCanUseNewDashboardBuilder Boolean True

Label Drag-and-Drop Dashboard Builder corresponds to this field.

PermissionsManageCategories Boolean True

Label Manage Categories corresponds to this field.

PermissionsConvertLeads Boolean True

Label Convert Leads corresponds to this field.

PermissionsPasswordNeverExpires Boolean True

Label Password Never Expires corresponds to this field.

PermissionsUseTeamReassignWizards Boolean True

Label Use Team Reassignment Wizards corresponds to this field.

PermissionsInstallMultiforce Boolean True

Label Download AppExchange Packages corresponds to this field.

PermissionsPublishMultiforce Boolean True

Label Upload AppExchange Packages corresponds to this field.

PermissionsChatterOwnGroups Boolean True

Label Create and Own New Chatter Groups corresponds to this field.

PermissionsEditOppLineItemUnitPrice Boolean True

Label Edit Opportunity Product Sales Price corresponds to this field.

PermissionsCreateMultiforce Boolean True

Label Create AppExchange Packages corresponds to this field.

PermissionsBulkApiHardDelete Boolean True

Label Bulk API Hard Delete corresponds to this field.

PermissionsSolutionImport Boolean True

Label Import Solutions corresponds to this field.

PermissionsManageCallCenters Boolean True

Label Manage Call Centers corresponds to this field.

PermissionsEditReports Boolean True

Label Create and Customize Reports corresponds to this field.

PermissionsManageSynonyms Boolean True

Label Manage Synonyms corresponds to this field.

PermissionsViewContent Boolean True

Label View Content in Portals corresponds to this field.

PermissionsManageEmailClientConfig Boolean True

Label Manage Email Client Configurations corresponds to this field.

PermissionsEnableNotifications Boolean True

Label Send Outbound Messages corresponds to this field.

PermissionsManageDataIntegrations Boolean True

Label Manage Data Integrations corresponds to this field.

PermissionsViewDataCategories Boolean True

Label View Data Categories corresponds to this field.

PermissionsManageDataCategories Boolean True

Label Manage Data Categories corresponds to this field.

PermissionsAuthorApex Boolean True

Label Author Apex corresponds to this field.

PermissionsManageMobile Boolean True

Label Manage Mobile Configurations corresponds to this field.

PermissionsApiEnabled Boolean True

Label API Enabled corresponds to this field.

PermissionsManageCustomReportTypes Boolean True

Label Manage Custom Report Types corresponds to this field.

PermissionsEditCaseComments Boolean True

Label Edit Case Comments corresponds to this field.

PermissionsTransferAnyCase Boolean True

Label Transfer Cases corresponds to this field.

PermissionsContentAdministrator Boolean True

Label Manage FinancialForce CRM Content corresponds to this field.

PermissionsCreateWorkspaces Boolean True

Label Create Libraries corresponds to this field.

PermissionsManageContentPermissions Boolean True

Label Manage Content Permissions corresponds to this field.

PermissionsManageContentProperties Boolean True

Label Manage Content Properties corresponds to this field.

PermissionsManageContentTypes Boolean True

Label Manage Content Types corresponds to this field.

PermissionsManageAnalyticSnapshots Boolean True

Label Manage Analytic Snapshots corresponds to this field.

PermissionsScheduleReports Boolean True

Label Schedule Reports corresponds to this field.

PermissionsManageBusinessHourHolidays Boolean True

Label Manage Business Hours Holidays corresponds to this field.

PermissionsManageDynamicDashboards Boolean True

Label Manage Dynamic Dashboards corresponds to this field.

PermissionsCustomSidebarOnAllPages Boolean True

Label Show Custom Sidebar On All Pages corresponds to this field.

PermissionsManageInteraction Boolean True

Label Manage Force.com Flow corresponds to this field.

PermissionsViewMyTeamsDashboards Boolean True

Label View My Team's Dashboards corresponds to this field.

PermissionsModerateChatter Boolean True

Label Moderate Chatter corresponds to this field.

PermissionsResetPasswords Boolean True

Label Reset User Passwords and Unlock Users corresponds to this field.

PermissionsFlowUFLRequired Boolean True

Label Require Force.com Flow User Feature License corresponds to this field.

PermissionsCanInsertFeedSystemFields Boolean True

Label Insert System Field Values for Chatter Feeds corresponds to this field.

PermissionsManageKnowledgeImportExport Boolean True

Label Manage Knowledge Article Import/Export corresponds to this field.

PermissionsEmailTemplateManagement Boolean True

Label Manage Email Templates corresponds to this field.

PermissionsEmailAdministration Boolean True

Label Email Administration corresponds to this field.

PermissionsManageChatterMessages Boolean True

Label Manage Chatter Messages corresponds to this field.

PermissionsForceTwoFactor Boolean True

Label Two-Factor Authentication for User Interface Logins corresponds to this field.

PermissionsManageNetworks Boolean True

Label Create and Set Up Communities corresponds to this field.

PermissionsManageAuthProviders Boolean True

Label Manage Auth. Providers corresponds to this field.

PermissionsRunFlow Boolean True

Label Run Flows corresponds to this field.

PermissionsViewAllUsers Boolean True

Label View All Users corresponds to this field.

PermissionsAllowUniversalSearch Boolean True

Label Knowledge One corresponds to this field.

PermissionsConnectOrgToEnvironmentHub Boolean True

Label Connect Organization to Environment Hub corresponds to this field.

PermissionsSalesConsole Boolean True

Label Sales Console corresponds to this field.

PermissionsTwoFactorApi Boolean True

Label Two-Factor Authentication for API Logins corresponds to this field.

PermissionsDeleteTopics Boolean True

Label Delete Topics corresponds to this field.

PermissionsEditTopics Boolean True

Label Edit Topics corresponds to this field.

PermissionsCreateTopics Boolean True

Label Create Topics corresponds to this field.

PermissionsAssignTopics Boolean True

Label Assign Topics corresponds to this field.

PermissionsIdentityEnabled Boolean True

Label Use Identity Features corresponds to this field.

PermissionsIdentityConnect Boolean True

Label Use Identity Connect corresponds to this field.

PermissionsAllowViewKnowledge Boolean True

Label Allow View Knowledge corresponds to this field.

UserLicenseId String True

UserLicense.Id

Label User License ID corresponds to this field.

UserType String True

Label User Type corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Description String True

Label Description corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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PushTopic

This is a table representing the PushTopic entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PushTopic.

Name String False

Label Topic Name corresponds to this field.

Query String False

Label SOQL Query corresponds to this field.

ApiVersion Double False

Label API Version corresponds to this field.

IsActive Boolean False

Label Is Active corresponds to this field.

NotifyForFields String False

Label Notify For Fields corresponds to this field.

NotifyForOperations String True

Label Notify For Operations corresponds to this field.

Description String False

Label Description corresponds to this field.

NotifyForOperationCreate Boolean False

Label Create corresponds to this field.

NotifyForOperationUpdate Boolean False

Label Update corresponds to this field.

NotifyForOperationDelete Boolean False

Label Delete corresponds to this field.

NotifyForOperationUndelete Boolean False

Label Undelete corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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QueueSobject

This is a table representing the QueueSobject entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the QueueSobject.

QueueId String False

Group.Id

Label Group ID corresponds to this field.

SobjectType String False

Label Sobject Type corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Quote

This is a table representing the Quote entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Quote.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String False

Label Quote Name corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

OpportunityId String False

Opportunity.Id

Label Opportunity ID corresponds to this field.

Pricebook2Id String False

Pricebook2.Id

Label Price Book ID corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

QuoteNumber String True

Label Quote Number corresponds to this field.

IsSyncing Boolean True

Label Syncing corresponds to this field.

ShippingHandling Double False

Label Shipping and Handling corresponds to this field.

Tax Double False

Label Tax corresponds to this field.

Status String False

Label Status corresponds to this field.

ExpirationDate Datetime False

Label Expiration Date corresponds to this field.

Description String False

Label Description corresponds to this field.

Subtotal Double True

Label Subtotal corresponds to this field.

TotalPrice Double True

Label Total Price corresponds to this field.

LineItemCount Int True

Label Line Items corresponds to this field.

BillingStreet String False

Label Bill To Street corresponds to this field.

BillingCity String False

Label Bill To City corresponds to this field.

BillingState String False

Label Bill To State/Province corresponds to this field.

BillingPostalCode String False

Label Bill To Zip/Postal Code corresponds to this field.

BillingCountry String False

Label Bill To Country corresponds to this field.

BillingLatitude Double False

Label Bill To Latitude corresponds to this field.

BillingLongitude Double False

Label Bill To Longitude corresponds to this field.

ShippingStreet String False

Label Ship To Street corresponds to this field.

ShippingCity String False

Label Ship To City corresponds to this field.

ShippingState String False

Label Ship To State/Province corresponds to this field.

ShippingPostalCode String False

Label Ship To Zip/Postal Code corresponds to this field.

ShippingCountry String False

Label Ship To Country corresponds to this field.

ShippingLatitude Double False

Label Ship To Latitude corresponds to this field.

ShippingLongitude Double False

Label Ship To Longitude corresponds to this field.

QuoteToStreet String False

Label Quote To Street corresponds to this field.

QuoteToCity String False

Label Quote To City corresponds to this field.

QuoteToState String False

Label Quote To State/Province corresponds to this field.

QuoteToPostalCode String False

Label Quote To Zip/Postal Code corresponds to this field.

QuoteToCountry String False

Label Quote To Country corresponds to this field.

QuoteToLatitude Double False

Label Quote To Latitude corresponds to this field.

QuoteToLongitude Double False

Label Quote To Longitude corresponds to this field.

AdditionalStreet String False

Label Additional To Street corresponds to this field.

AdditionalCity String False

Label Additional To City corresponds to this field.

AdditionalState String False

Label Additional To State/Province corresponds to this field.

AdditionalPostalCode String False

Label Additional To Zip/Postal Code corresponds to this field.

AdditionalCountry String False

Label Additional To Country corresponds to this field.

AdditionalLatitude Double False

Label Additional To Latitude corresponds to this field.

AdditionalLongitude Double False

Label Additional To Longitude corresponds to this field.

BillingName String False

Label Bill To Name corresponds to this field.

ShippingName String False

Label Ship To Name corresponds to this field.

QuoteToName String False

Label Quote To Name corresponds to this field.

AdditionalName String False

Label Additional To Name corresponds to this field.

Email String False

Label Email corresponds to this field.

Phone String False

Label Phone corresponds to this field.

Fax String False

Label Fax corresponds to this field.

Discount Double True

Label Discount corresponds to this field.

GrandTotal Double True

Label Grand Total corresponds to this field.

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QuoteDocument

This is a table representing the QuoteDocument entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the QuoteDocument.

Name String True

Label Name corresponds to this field.

QuoteId String False

Quote.Id

Label Quote ID corresponds to this field.

Document String False

Label PDF Document corresponds to this field.

GrandTotal Double True

Label Grand Total corresponds to this field.

Discount Double True

Label Discount corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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QuoteFeed

This is a table representing the QuoteFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the QuoteFeed.

ParentId String True

Quote.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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QuoteLineItem

This is a table representing the QuoteLineItem entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the QuoteLineItem.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LineNumber String True

Label Line Item Number corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

QuoteId String False

Quote.Id

Label Quote ID corresponds to this field.

PricebookEntryId String False

PricebookEntry.Id

Label Price Book Entry ID corresponds to this field.

Quantity Double False

Label Quantity corresponds to this field.

UnitPrice Double False

Label Sales Price corresponds to this field.

Discount Double False

Label Discount corresponds to this field.

Description String False

Label Line Item Description corresponds to this field.

ServiceDate Datetime False

Label Date corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

ListPrice Double True

Label List Price corresponds to this field.

Subtotal Double True

Label Subtotal corresponds to this field.

TotalPrice Double True

Label Total Price corresponds to this field.

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RecentlyViewed

This is a table representing the RecentlyViewed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the RecentlyViewed.

Name String True

Label Name corresponds to this field.

LastName String True

Label Last Name corresponds to this field.

FirstName String True

Label First Name corresponds to this field.

Type String True

Label Type corresponds to this field.

Alias String True

Label Alias corresponds to this field.

UserRoleId String True

UserRole.Id

Label Role ID corresponds to this field.

RecordTypeId String True

RecordType.Id

Label Record Type ID corresponds to this field.

IsActive Boolean True

Label Active corresponds to this field.

ProfileId String True

Profile.Id

Label Profile ID corresponds to this field.

Title String True

Label Title corresponds to this field.

Email String True

Label E-mail corresponds to this field.

Phone String True

Label Phone corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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RecordType

This is a table representing the RecordType entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the RecordType.

Name String False

Label Name corresponds to this field.

DeveloperName String False

Label Record Type Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Description String False

Label Description corresponds to this field.

BusinessProcessId String False

BusinessProcess.Id

Label Business Process ID corresponds to this field.

SobjectType String False

Label Sobject Type Name corresponds to this field.

IsActive Boolean True

Label Active corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Report

This is a table representing the Report entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Report.

OwnerId String True

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Name String True

Label Report Name corresponds to this field.

Description String True

Label Description corresponds to this field.

DeveloperName String True

Label Report Unique Name corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

LastRunDate Datetime True

Label Last Run corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

Format String True

Label Format corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

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ReportFeed

This is a table representing the ReportFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the ReportFeed.

ParentId String True

Report.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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Scontrol

This is a table representing the Scontrol entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Scontrol.

Name String True

Label Label corresponds to this field.

DeveloperName String True

Label S-Control Name corresponds to this field.

Description String True

Label Description corresponds to this field.

EncodingKey String True

Label Encoding corresponds to this field.

HtmlWrapper String True

Label HTML Body corresponds to this field.

Filename String True

Label Filename corresponds to this field.

BodyLength Int True

Label Binary Length corresponds to this field.

Binary String True

Label Binary corresponds to this field.

ContentSource String True

Label Type corresponds to this field.

SupportsCaching Boolean True

Label Prebuild In Page corresponds to this field.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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SelfServiceUser

This is a table representing the SelfServiceUser entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SelfServiceUser.

LastName String False

Label Last Name corresponds to this field.

FirstName String False

Label First Name corresponds to this field.

Name String True

Label Name corresponds to this field.

Username String False

Label Username corresponds to this field.

Email String False

Label Email corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

TimeZoneSidKey String False

Label TimeZoneSidKey corresponds to this field.

LocaleSidKey String False

Label LocaleSidKey corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

LanguageLocaleKey String False

Label LanguageLocaleKey corresponds to this field.

SuperUser Boolean True

Label Super User corresponds to this field.

LastLoginDate Datetime True

Label Last Login corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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SetupEntityAccess

This is a table representing the SetupEntityAccess entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SetupEntityAccess.

ParentId String False

PermissionSet.Id

Label Parent ID corresponds to this field.

SetupEntityId String False

Label Setup Entity ID corresponds to this field.

SetupEntityType String True

Label Setup Entity Type corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Site

This is a table representing the Site entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Site.

Name String True

Label Site Name corresponds to this field.

Subdomain String True

Label Site Subdomain Prefix corresponds to this field.

UrlPathPrefix String True

Label Default Web Address corresponds to this field.

Status String True

Label Site Status corresponds to this field.

AdminId String True

User.Id

Label User ID corresponds to this field.

OptionsEnableFeeds Boolean True

Label Enable Feeds corresponds to this field.

OptionsAllowHomePage Boolean True

Label Enable Standard Home Page corresponds to this field.

OptionsAllowStandardIdeasPages Boolean True

Label Enable Standard Ideas Pages corresponds to this field.

OptionsAllowStandardSearch Boolean True

Label Enable Standard Lookup Pages corresponds to this field.

OptionsAllowStandardLookups Boolean True

Label Enable Standard Search Pages corresponds to this field.

OptionsAllowStandardAnswersPages Boolean True

Label Enable Standard Answers Pages corresponds to this field.

Description String True

Label Site Description corresponds to this field.

MasterLabel String True

Label Site Label corresponds to this field.

AnalyticsTrackingCode String True

Label Analytics Tracking Code corresponds to this field.

SiteType String True

Label Site Type corresponds to this field.

DailyBandwidthLimit Int True

Label Daily Bandwidth Limit (MB) corresponds to this field.

DailyBandwidthUsed Int True

Label Daily Bandwidth Used corresponds to this field.

DailyRequestTimeLimit Int True

Label Daily Request Time Limit (min) corresponds to this field.

DailyRequestTimeUsed Int True

Label Daily Request Time Used corresponds to this field.

MonthlyPageViewsEntitlement Int True

Label Monthly Page Views Allowed corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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SiteFeed

This is a table representing the SiteFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SiteFeed.

ParentId String True

Site.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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SiteHistory

This is a table representing the SiteHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SiteHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

SiteId String True

Site.Id

Label Site ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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Solution

This is a table representing the Solution entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Solution.

IsDeleted Boolean True

Label Deleted corresponds to this field.

SolutionNumber String True

Label Solution Number corresponds to this field.

SolutionName String False

Label Title corresponds to this field.

IsPublished Boolean False

Label Public corresponds to this field.

IsPublishedInPublicKb Boolean False

Label Visible in Public Knowledge Base corresponds to this field.

Status String False

Label Status corresponds to this field.

IsReviewed Boolean True

Label Reviewed corresponds to this field.

SolutionNote String False

Label Description corresponds to this field.

OwnerId String False

User.Id

Label Owner ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

TimesUsed Int True

Label Num Related Cases corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

IsHtml Boolean True

Label Is Html corresponds to this field.

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SolutionFeed

This is a table representing the SolutionFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SolutionFeed.

ParentId String True

Solution.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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SolutionHistory

This is a table representing the SolutionHistory entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SolutionHistory.

IsDeleted Boolean True

Label Deleted corresponds to this field.

SolutionId String True

Solution.Id

Label Solution ID corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

Field String True

Label Changed Field corresponds to this field.

OldValue String True

Label Old Value corresponds to this field.

NewValue String True

Label New Value corresponds to this field.

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SolutionStatus

This is a table representing the SolutionStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the SolutionStatus.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsDefault Boolean True

Label Is Default corresponds to this field.

IsReviewed Boolean True

Label Is Reviewed corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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StaticResource

This is a table representing the StaticResource entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the StaticResource.

NamespacePrefix String True

Label Namespace Prefix corresponds to this field.

Name String False

Label Name corresponds to this field.

ContentType String False

Label MIME Type corresponds to this field.

BodyLength Int True

Label Size corresponds to this field.

Body String False

Label Body corresponds to this field.

Description String False

Label Description corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CacheControl String False

Label Cache Control corresponds to this field.

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Task

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.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Task.

WhoId String False

Label Contact/Lead ID corresponds to this field.

WhatId String False

Label Opportunity/Account ID corresponds to this field.

Subject String False

Label Subject corresponds to this field.

ActivityDate Datetime False

Label Due Date Only corresponds to this field.

Status String False

Label Status corresponds to this field.

Priority String False

Label Priority corresponds to this field.

OwnerId String False

User.Id

Label Assigned To ID corresponds to this field.

Description String False

Label Description corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

AccountId String True

Account.Id

Label Account ID corresponds to this field.

IsClosed Boolean True

Label Closed corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsArchived Boolean True

Label Archived corresponds to this field.

CallDurationInSeconds Int False

Label Call Duration corresponds to this field.

CallType String False

Label Call Type corresponds to this field.

CallDisposition String False

Label Call Result corresponds to this field.

CallObject String False

Label Call Object Identifier corresponds to this field.

ReminderDateTime Datetime False

Label Reminder Date/Time corresponds to this field.

IsReminderSet Boolean False

Label Reminder Set corresponds to this field.

RecurrenceActivityId String True

Task.Id

Label Recurrence Activity ID corresponds to this field.

IsRecurrence Boolean False

Label Create Recurring Series of Tasks corresponds to this field.

RecurrenceStartDateOnly Datetime False

Label Start Date corresponds to this field.

RecurrenceEndDateOnly Datetime False

Label End Date corresponds to this field.

RecurrenceTimeZoneSidKey String False

Label Recurrence Time Zone corresponds to this field.

RecurrenceType String False

Label Recurrence Type corresponds to this field.

RecurrenceInterval Int False

Label Recurrence Interval corresponds to this field.

RecurrenceDayOfWeekMask Int False

Label Recurrence Day of Week Mask corresponds to this field.

RecurrenceDayOfMonth Int False

Label Recurrence Day of Month corresponds to this field.

RecurrenceInstance String False

Label Recurrence Instance corresponds to this field.

RecurrenceMonthOfYear String False

Label Recurrence Month of Year corresponds to this field.

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TaskFeed

This is a table representing the TaskFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the TaskFeed.

ParentId String True

Task.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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TaskPriority

This is a table representing the TaskPriority entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the TaskPriority.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsDefault Boolean True

Label Is Default corresponds to this field.

IsHighPriority Boolean True

Label Is High Priority corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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TaskStatus

This is a table representing the TaskStatus entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the TaskStatus.

MasterLabel String True

Label Master Label corresponds to this field.

SortOrder Int True

Label Sort Order corresponds to this field.

IsDefault Boolean True

Label Is Default corresponds to this field.

IsClosed Boolean True

Label Is Closed corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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Topic

This is a table representing the Topic entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Topic.

Name String False

Label Name corresponds to this field.

Description String False

Label Description corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

TalkingAbout Int True

Label Talking About corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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TopicAssignment

This is a table representing the TopicAssignment entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the TopicAssignment.

TopicId String False

Topic.Id

Label Topic ID corresponds to this field.

EntityId String False

Label Entity ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

TopicFeed

This is a table representing the TopicFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the TopicFeed.

ParentId String True

Topic.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

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UndecidedEventRelation

This is a table representing the UndecidedEventRelation entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UndecidedEventRelation.

RelationId String True

Label Relation ID corresponds to this field.

EventId String True

Event.Id

Label Event ID corresponds to this field.

RespondedDate Datetime True

Label Response Date corresponds to this field.

Response String True

Label Response corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

Type String True

Label Type corresponds to this field.

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User

This is a table representing the User entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the User.

Username String False

Label Username corresponds to this field.

LastName String False

Label Last Name corresponds to this field.

FirstName String False

Label First Name corresponds to this field.

Name String True

Label Full Name corresponds to this field.

CompanyName String False

Label Company Name corresponds to this field.

Division String False

Label Division corresponds to this field.

Department String False

Label Department corresponds to this field.

Title String False

Label Title corresponds to this field.

Street String False

Label Street corresponds to this field.

City String False

Label City corresponds to this field.

State String False

Label State/Province corresponds to this field.

PostalCode String False

Label Zip/Postal Code corresponds to this field.

Country String False

Label Country corresponds to this field.

Latitude Double False

Label Latitude corresponds to this field.

Longitude Double False

Label Longitude corresponds to this field.

Email String False

Label E-mail corresponds to this field.

EmailPreferencesAutoBcc Boolean False

Label AutoBcc corresponds to this field.

EmailPreferencesAutoBccStayInTouch Boolean False

Label AutoBccStayInTouch corresponds to this field.

EmailPreferencesStayInTouchReminder Boolean False

Label StayInTouchReminder corresponds to this field.

SenderEmail String False

Label Email Sender Address corresponds to this field.

SenderName String False

Label Email Sender Name corresponds to this field.

Signature String False

Label Email Signature corresponds to this field.

StayInTouchSubject String False

Label Stay-in-Touch Email Subject corresponds to this field.

StayInTouchSignature String False

Label Stay-in-Touch Email Signature corresponds to this field.

StayInTouchNote String False

Label Stay-in-Touch Email Note corresponds to this field.

Phone String False

Label Phone corresponds to this field.

Fax String False

Label Fax corresponds to this field.

MobilePhone String False

Label Cell corresponds to this field.

Alias String False

Label Alias corresponds to this field.

CommunityNickname String False

Label Nickname corresponds to this field.

IsActive Boolean False

Label Active corresponds to this field.

TimeZoneSidKey String False

Label Time Zone corresponds to this field.

UserRoleId String False

UserRole.Id

Label Role ID corresponds to this field.

LocaleSidKey String False

Label Locale corresponds to this field.

ReceivesInfoEmails Boolean False

Label Info Emails corresponds to this field.

ReceivesAdminInfoEmails Boolean False

Label Admin Info Emails corresponds to this field.

EmailEncodingKey String False

Label Email Encoding corresponds to this field.

ProfileId String False

Profile.Id

Label Profile ID corresponds to this field.

UserType String True

Label User Type corresponds to this field.

LanguageLocaleKey String False

Label Language corresponds to this field.

EmployeeNumber String False

Label Employee Number corresponds to this field.

DelegatedApproverId String False

Label Delegated Approver ID corresponds to this field.

ManagerId String False

User.Id

Label Manager ID corresponds to this field.

LastLoginDate Datetime True

Label Last Login corresponds to this field.

LastPasswordChangeDate Datetime True

Label Last Password Change or Reset corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

OfflineTrialExpirationDate Datetime True

Label Offline Edition Trial Expiration Date corresponds to this field.

OfflinePdaTrialExpirationDate Datetime True

Label Sales Anywhere Trial Expiration Date corresponds to this field.

UserPermissionsMarketingUser Boolean False

Label Marketing User corresponds to this field.

UserPermissionsOfflineUser Boolean False

Label Offline User corresponds to this field.

UserPermissionsCallCenterAutoLogin Boolean False

Label Auto-login To Call Center corresponds to this field.

UserPermissionsMobileUser Boolean False

Label Apex Mobile User corresponds to this field.

UserPermissionsSFContentUser Boolean False

Label FinancialForce CRM Content User corresponds to this field.

UserPermissionsKnowledgeUser Boolean False

Label Knowledge User corresponds to this field.

UserPermissionsInteractionUser Boolean False

Label Force.com Flow User corresponds to this field.

UserPermissionsSupportUser Boolean False

Label Service Cloud User corresponds to this field.

UserPermissionsSiteforceContributorUser Boolean False

Label Site.com Contributor User corresponds to this field.

UserPermissionsSiteforcePublisherUser Boolean False

Label Site.com Publisher User corresponds to this field.

UserPermissionsChatterAnswersUser Boolean False

Label Chatter Answers User corresponds to this field.

ForecastEnabled Boolean False

Label Allow Forecasting corresponds to this field.

UserPreferencesActivityRemindersPopup Boolean False

Label ActivityRemindersPopup corresponds to this field.

UserPreferencesEventRemindersCheckboxDefault Boolean False

Label EventRemindersCheckboxDefault corresponds to this field.

UserPreferencesTaskRemindersCheckboxDefault Boolean False

Label TaskRemindersCheckboxDefault corresponds to this field.

UserPreferencesReminderSoundOff Boolean False

Label ReminderSoundOff corresponds to this field.

UserPreferencesDisableAllFeedsEmail Boolean False

Label DisableAllFeedsEmail corresponds to this field.

UserPreferencesDisableFollowersEmail Boolean False

Label DisableFollowersEmail corresponds to this field.

UserPreferencesDisableProfilePostEmail Boolean False

Label DisableProfilePostEmail corresponds to this field.

UserPreferencesDisableChangeCommentEmail Boolean False

Label DisableChangeCommentEmail corresponds to this field.

UserPreferencesDisableLaterCommentEmail Boolean False

Label DisableLaterCommentEmail corresponds to this field.

UserPreferencesDisProfPostCommentEmail Boolean False

Label DisProfPostCommentEmail corresponds to this field.

UserPreferencesApexPagesDeveloperMode Boolean False

Label ApexPagesDeveloperMode corresponds to this field.

UserPreferencesHideCSNGetChatterMobileTask Boolean False

Label HideCSNGetChatterMobileTask corresponds to this field.

UserPreferencesDisableMentionsPostEmail Boolean False

Label DisableMentionsPostEmail corresponds to this field.

UserPreferencesDisMentionsCommentEmail Boolean False

Label DisMentionsCommentEmail corresponds to this field.

UserPreferencesHideCSNDesktopTask Boolean False

Label HideCSNDesktopTask corresponds to this field.

UserPreferencesHideChatterOnboardingSplash Boolean False

Label HideChatterOnboardingSplash corresponds to this field.

UserPreferencesHideSecondChatterOnboardingSplash Boolean False

Label HideSecondChatterOnboardingSplash corresponds to this field.

UserPreferencesDisCommentAfterLikeEmail Boolean False

Label DisCommentAfterLikeEmail corresponds to this field.

UserPreferencesDisableLikeEmail Boolean False

Label DisableLikeEmail corresponds to this field.

UserPreferencesDisableMessageEmail Boolean False

Label DisableMessageEmail corresponds to this field.

UserPreferencesOptOutOfTouch Boolean False

Label OptOutOfTouch corresponds to this field.

UserPreferencesDisableBookmarkEmail Boolean False

Label DisableBookmarkEmail corresponds to this field.

UserPreferencesDisableSharePostEmail Boolean False

Label DisableSharePostEmail corresponds to this field.

UserPreferencesEnableAutoSubForFeeds Boolean False

Label EnableAutoSubForFeeds corresponds to this field.

UserPreferencesDisableFileShareNotificationsForApi Boolean False

Label DisableFileShareNotificationsForApi corresponds to this field.

UserPreferencesShowTitleToExternalUsers Boolean False

Label ShowTitleToExternalUsers corresponds to this field.

UserPreferencesShowManagerToExternalUsers Boolean False

Label ShowManagerToExternalUsers corresponds to this field.

UserPreferencesShowEmailToExternalUsers Boolean False

Label ShowEmailToExternalUsers corresponds to this field.

UserPreferencesShowWorkPhoneToExternalUsers Boolean False

Label ShowWorkPhoneToExternalUsers corresponds to this field.

UserPreferencesShowMobilePhoneToExternalUsers Boolean False

Label ShowMobilePhoneToExternalUsers corresponds to this field.

UserPreferencesShowFaxToExternalUsers Boolean False

Label ShowFaxToExternalUsers corresponds to this field.

UserPreferencesShowStreetAddressToExternalUsers Boolean False

Label ShowStreetAddressToExternalUsers corresponds to this field.

UserPreferencesShowCityToExternalUsers Boolean False

Label ShowCityToExternalUsers corresponds to this field.

UserPreferencesShowStateToExternalUsers Boolean False

Label ShowStateToExternalUsers corresponds to this field.

UserPreferencesShowPostalCodeToExternalUsers Boolean False

Label ShowPostalCodeToExternalUsers corresponds to this field.

UserPreferencesShowCountryToExternalUsers Boolean False

Label ShowCountryToExternalUsers corresponds to this field.

UserPreferencesShowProfilePicToGuestUsers Boolean False

Label ShowProfilePicToGuestUsers corresponds to this field.

UserPreferencesShowTitleToGuestUsers Boolean False

Label ShowTitleToGuestUsers corresponds to this field.

UserPreferencesShowCityToGuestUsers Boolean False

Label ShowCityToGuestUsers corresponds to this field.

UserPreferencesShowStateToGuestUsers Boolean False

Label ShowStateToGuestUsers corresponds to this field.

UserPreferencesShowPostalCodeToGuestUsers Boolean False

Label ShowPostalCodeToGuestUsers corresponds to this field.

UserPreferencesShowCountryToGuestUsers Boolean False

Label ShowCountryToGuestUsers corresponds to this field.

UserPreferencesHideS1BrowserUI Boolean False

Label HideS1BrowserUI corresponds to this field.

ContactId String False

Contact.Id

Label Contact ID corresponds to this field.

AccountId String True

Account.Id

Label Account ID corresponds to this field.

CallCenterId String False

CallCenter.Id

Label Call Center ID corresponds to this field.

Extension String False

Label Extension corresponds to this field.

FederationIdentifier String False

Label SAML Federation ID corresponds to this field.

AboutMe String False

Label About Me corresponds to this field.

FullPhotoUrl String True

Label Url for full-sized Photo corresponds to this field.

SmallPhotoUrl String True

Label Url for Thumbnail sized Photo corresponds to this field.

DigestFrequency String False

Label Chatter Email Highlights Frequency corresponds to this field.

DefaultGroupNotificationFrequency String False

Label Default Notification Frequency when Joining Groups corresponds to this field.

LastViewedDate Datetime True

Label Last Viewed Date corresponds to this field.

LastReferencedDate Datetime True

Label Last Referenced Date corresponds to this field.

GeoLoc__Latitude__s Double False

Label GeoLoc (Latitude) corresponds to this field.

GeoLoc__Longitude__s Double False

Label GeoLoc (Longitude) corresponds to this field.

GeoLoc__c String True

Label GeoLoc corresponds to this field.

TextLong__c String False

Label TextLong corresponds to this field.

ExternId__c String False

Label ExternId corresponds to this field.

CData Python Connector for Certinia

UserFeed

This is a table representing the UserFeed entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserFeed.

ParentId String True

User.Id

Label Parent ID corresponds to this field.

Type String True

Label Feed Item Type corresponds to this field.

CreatedById String True

Label Created By ID corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

IsDeleted Boolean True

Label Deleted corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CommentCount Int True

Label Comment Count corresponds to this field.

LikeCount Int True

Label Like Count corresponds to this field.

Title String True

Label Title corresponds to this field.

Body String True

Label Body corresponds to this field.

LinkUrl String True

Label Link Url corresponds to this field.

RelatedRecordId String True

ContentVersion.Id

Label Related Record ID corresponds to this field.

ContentData String True

Label Content Data corresponds to this field.

ContentFileName String True

Label Content File Name corresponds to this field.

ContentDescription String True

Label Content Description corresponds to this field.

ContentType String True

Label Content File Type corresponds to this field.

ContentSize Int True

Label Content Size corresponds to this field.

InsertedById String True

Label InsertedBy ID corresponds to this field.

CData Python Connector for Certinia

UserLicense

This is a table representing the UserLicense entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserLicense.

LicenseDefinitionKey String True

Label License Def. ID corresponds to this field.

Name String True

Label Name corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

UserLogin

This is a table representing the UserLogin entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserLogin.

UserId String True

User.Id

Label User ID corresponds to this field.

IsFrozen Boolean True

Label Is Frozen corresponds to this field.

IsPasswordLocked Boolean True

Label Is Password Locked corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

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UserPreference

This is a table representing the UserPreference entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserPreference.

UserId String True

User.Id

Label User ID corresponds to this field.

Preference String True

Label Preference corresponds to this field.

Value String True

Label Value corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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UserProfile

This is a table representing the UserProfile entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserProfile.

LastName String True

Label Last Name corresponds to this field.

FirstName String True

Label First Name corresponds to this field.

Name String True

Label Name corresponds to this field.

Title String True

Label Title corresponds to this field.

ManagerId String True

UserProfile.Id

Label Manager ID corresponds to this field.

CompanyName String True

Label Company Name corresponds to this field.

AboutMe String True

Label About Me corresponds to this field.

Email String True

Label E-mail corresponds to this field.

Phone String True

Label Phone corresponds to this field.

MobilePhone String True

Label Cell corresponds to this field.

Fax String True

Label Fax corresponds to this field.

Street String True

Label Street corresponds to this field.

City String True

Label City corresponds to this field.

State String True

Label State/Province corresponds to this field.

PostalCode String True

Label Zip/Postal Code corresponds to this field.

Country String True

Label Country corresponds to this field.

Latitude Double True

Label Latitude corresponds to this field.

Longitude Double True

Label Longitude corresponds to this field.

IsBadged Boolean True

Label User Photo has a badge overlay corresponds to this field.

IsActive Boolean True

Label Active corresponds to this field.

UserPreferencesActivityRemindersPopup Boolean True

Label ActivityRemindersPopup corresponds to this field.

UserPreferencesEventRemindersCheckboxDefault Boolean True

Label EventRemindersCheckboxDefault corresponds to this field.

UserPreferencesTaskRemindersCheckboxDefault Boolean True

Label TaskRemindersCheckboxDefault corresponds to this field.

UserPreferencesReminderSoundOff Boolean True

Label ReminderSoundOff corresponds to this field.

UserPreferencesDisableAllFeedsEmail Boolean True

Label DisableAllFeedsEmail corresponds to this field.

UserPreferencesDisableFollowersEmail Boolean True

Label DisableFollowersEmail corresponds to this field.

UserPreferencesDisableProfilePostEmail Boolean True

Label DisableProfilePostEmail corresponds to this field.

UserPreferencesDisableChangeCommentEmail Boolean True

Label DisableChangeCommentEmail corresponds to this field.

UserPreferencesDisableLaterCommentEmail Boolean True

Label DisableLaterCommentEmail corresponds to this field.

UserPreferencesDisProfPostCommentEmail Boolean True

Label DisProfPostCommentEmail corresponds to this field.

UserPreferencesApexPagesDeveloperMode Boolean True

Label ApexPagesDeveloperMode corresponds to this field.

UserPreferencesHideCSNGetChatterMobileTask Boolean True

Label HideCSNGetChatterMobileTask corresponds to this field.

UserPreferencesDisableMentionsPostEmail Boolean True

Label DisableMentionsPostEmail corresponds to this field.

UserPreferencesDisMentionsCommentEmail Boolean True

Label DisMentionsCommentEmail corresponds to this field.

UserPreferencesHideCSNDesktopTask Boolean True

Label HideCSNDesktopTask corresponds to this field.

UserPreferencesHideChatterOnboardingSplash Boolean True

Label HideChatterOnboardingSplash corresponds to this field.

UserPreferencesHideSecondChatterOnboardingSplash Boolean True

Label HideSecondChatterOnboardingSplash corresponds to this field.

UserPreferencesDisCommentAfterLikeEmail Boolean True

Label DisCommentAfterLikeEmail corresponds to this field.

UserPreferencesDisableLikeEmail Boolean True

Label DisableLikeEmail corresponds to this field.

UserPreferencesDisableMessageEmail Boolean True

Label DisableMessageEmail corresponds to this field.

UserPreferencesOptOutOfTouch Boolean True

Label OptOutOfTouch corresponds to this field.

UserPreferencesDisableBookmarkEmail Boolean True

Label DisableBookmarkEmail corresponds to this field.

UserPreferencesDisableSharePostEmail Boolean True

Label DisableSharePostEmail corresponds to this field.

UserPreferencesEnableAutoSubForFeeds Boolean True

Label EnableAutoSubForFeeds corresponds to this field.

UserPreferencesDisableFileShareNotificationsForApi Boolean True

Label DisableFileShareNotificationsForApi corresponds to this field.

UserPreferencesShowTitleToExternalUsers Boolean True

Label ShowTitleToExternalUsers corresponds to this field.

UserPreferencesShowManagerToExternalUsers Boolean True

Label ShowManagerToExternalUsers corresponds to this field.

UserPreferencesShowEmailToExternalUsers Boolean True

Label ShowEmailToExternalUsers corresponds to this field.

UserPreferencesShowWorkPhoneToExternalUsers Boolean True

Label ShowWorkPhoneToExternalUsers corresponds to this field.

UserPreferencesShowMobilePhoneToExternalUsers Boolean True

Label ShowMobilePhoneToExternalUsers corresponds to this field.

UserPreferencesShowFaxToExternalUsers Boolean True

Label ShowFaxToExternalUsers corresponds to this field.

UserPreferencesShowStreetAddressToExternalUsers Boolean True

Label ShowStreetAddressToExternalUsers corresponds to this field.

UserPreferencesShowCityToExternalUsers Boolean True

Label ShowCityToExternalUsers corresponds to this field.

UserPreferencesShowStateToExternalUsers Boolean True

Label ShowStateToExternalUsers corresponds to this field.

UserPreferencesShowPostalCodeToExternalUsers Boolean True

Label ShowPostalCodeToExternalUsers corresponds to this field.

UserPreferencesShowCountryToExternalUsers Boolean True

Label ShowCountryToExternalUsers corresponds to this field.

UserPreferencesShowProfilePicToGuestUsers Boolean True

Label ShowProfilePicToGuestUsers corresponds to this field.

UserPreferencesShowTitleToGuestUsers Boolean True

Label ShowTitleToGuestUsers corresponds to this field.

UserPreferencesShowCityToGuestUsers Boolean True

Label ShowCityToGuestUsers corresponds to this field.

UserPreferencesShowStateToGuestUsers Boolean True

Label ShowStateToGuestUsers corresponds to this field.

UserPreferencesShowPostalCodeToGuestUsers Boolean True

Label ShowPostalCodeToGuestUsers corresponds to this field.

UserPreferencesShowCountryToGuestUsers Boolean True

Label ShowCountryToGuestUsers corresponds to this field.

UserPreferencesHideS1BrowserUI Boolean True

Label HideS1BrowserUI corresponds to this field.

FullPhotoUrl String True

Label Url for full-sized Photo corresponds to this field.

SmallPhotoUrl String True

Label Url for Thumbnail sized Photo corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

CData Python Connector for Certinia

UserRecordAccess

This is a table representing the UserRecordAccess entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserRecordAccess.

UserId String True

User.Id

Label User ID corresponds to this field.

RecordId String True

Label Record ID corresponds to this field.

HasReadAccess Boolean True

Label Has Read Access corresponds to this field.

HasEditAccess Boolean True

Label Has Edit Access corresponds to this field.

HasDeleteAccess Boolean True

Label Has Delete Access corresponds to this field.

HasTransferAccess Boolean True

Label Has Transfer Access corresponds to this field.

HasAllAccess Boolean True

Label Has All Access corresponds to this field.

MaxAccessLevel String True

Label Maximum Access Level corresponds to this field.

CData Python Connector for Certinia

UserRole

This is a table representing the UserRole entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the UserRole.

Name String False

Label Name corresponds to this field.

ParentRoleId String False

UserRole.Id

Label Parent Role ID corresponds to this field.

RollupDescription String False

Label Description corresponds to this field.

OpportunityAccessForAccountOwner String False

Label Opportunity Access Level for Account Owner corresponds to this field.

CaseAccessForAccountOwner String False

Label Case Access Level for Account Owner corresponds to this field.

ContactAccessForAccountOwner String True

Label Contact Access Level for Account Owner corresponds to this field.

ForecastUserId String False

User.Id

Label User ID corresponds to this field.

MayForecastManagerShare Boolean True

Label May Forecast Manager Share corresponds to this field.

LastModifiedDate Datetime True

Label Last Modified Date corresponds to this field.

LastModifiedById String True

User.Id

Label Last Modified By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

DeveloperName String False

Label Developer Name corresponds to this field.

PortalAccountId String False

Account.Id

Label Account ID corresponds to this field.

PortalType String False

Label Portal Type corresponds to this field.

PortalAccountOwnerId String True

User.Id

Label User ID corresponds to this field.

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Vote

This is a table representing the Vote entities in FinancialForce.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the Vote.

IsDeleted Boolean True

Label Deleted corresponds to this field.

ParentId String False

Solution.Id

Label Parent ID corresponds to this field.

Type String False

Label Vote Type corresponds to this field.

CreatedDate Datetime True

Label Created Date corresponds to this field.

CreatedById String True

User.Id

Label Created By ID corresponds to this field.

SystemModstamp Datetime True

Label System Modstamp corresponds to this field.

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WebLink

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Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Python Connector for Certinia Views

Name Description
Formulas Stores formula field definitions used for calculated values in Salesforce records.
JobRecordResultsV2 Returns the set of records processed or affected by a specific job, such as data import, export, or update operations. Useful for tracking outcomes, auditing changes, or troubleshooting issues related to bulk or asynchronous jobs.
PickListValues Contains predefined picklist values for fields across different Salesforce objects.
PolymorphicColumnsRelationships Lists polymorphic fields and their possible object references, enabling flexible relationships.
TableRelationships Stores metadata about relationships between tables, defining parent-child object associations.

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Formulas

Stores formula field definitions used for calculated values in Salesforce records.

Columns

Name Type Description
TableName String Name of the Salesforce object or table the formula is associated with. Required when querying or managing formulas.
ColumnName String Name of the column or field that the formula is applied to. This represents the output field generated by the formula.
Formula String The calculated expression or logic that defines the formula field. This can include field references, operators, functions, and constants.

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JobRecordResultsV2

Returns the set of records processed or affected by a specific job, such as data import, export, or update operations. Useful for tracking outcomes, auditing changes, or troubleshooting issues related to bulk or asynchronous jobs.

Columns

Name Type Description
ID [KEY] String The unique Salesforce ID of the individual record that was processed as part of the bulk job.
Created Boolean Indicates whether the record was newly created (true) or updated (false) during the bulk operation.
RowFromOriginalCSV String A truncated view of the original CSV row that was submitted in the job request for this record.
JobId String The unique identifier of the job this record result belongs to.
RecordState String The processing outcome for the record. Valid values include 'Successful', 'Failed', and 'Unprocessed'.
ColumnDelimiter String The delimiter used to separate fields in the CSV data submitted with the job. Valid options are 'BACKQUOTE', 'CARET', 'COMMA', 'PIPE', 'SEMICOLON', and 'TAB'.
Error String Error code and message for the failed records.

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PickListValues

Contains predefined picklist values for fields across different Salesforce objects.

Columns

Name Type Description
ID [KEY] String A unique identifier for the picklist value, formatted as ColumnName|Picklist_Value.
TableName String The name of the Salesforce object (table) associated with the picklist. Required when retrieving picklist data.
ColumnName String The name of the column that the picklist is associated with. Optionally used to filter results to a specific column.
PickList_Value String The internal value stored in Salesforce for this picklist entry.
PickList_Label String The user-friendly label displayed in the Salesforce UI for the picklist value.
PickList_IsActive Boolean Indicates whether the picklist value is currently active and available for selection.
PickList_IsDefault Boolean Indicates whether this picklist value is set as the default for its associated column.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
RecordTypeId String Optional identifier for the record type. Use this to return picklist values specific to a particular record type.

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PolymorphicColumnsRelationships

Lists polymorphic fields and their possible object references, enabling flexible relationships.

Columns

Name Type Description
TableName String The name of the Salesforce object (table) containing the polymorphic relationship.
ColumnName String The name of the polymorphic field, which can reference more than one object type.
SalesforceType String The Salesforce data type associated with the polymorphic field.
PrimaryKeyName String The primary key field of the current table that uniquely identifies each record.
RelationshipName String The name used by Salesforce to define the relationship between the polymorphic field and related objects.
ReferencedTableName String The name of the Salesforce object that the polymorphic field may reference.
ReferencedColumnName String The name of the column in the referenced object that the polymorphic field points to.
ForeignKeyName String The name of the foreign key constraint that defines the polymorphic relationship.

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TableRelationships

Stores metadata about relationships between tables, defining parent-child object associations.

Columns

Name Type Description
ChildsObject [KEY] String The name of the child object or table that has a relationship with the specified parent table.
RelationshipName [KEY] String The API name of the relationship, typically used in relationship queries or joins.
Field String The field in the child object that establishes the relationship to the parent object.
ParentObject String The parent object that the child is related to. This matches the value of the input TableName.
DeprecatedAndHidden Boolean Indicates whether this relationship has been deprecated and is now hidden from general use.
CascadeDelete Boolean Indicates whether deleting the parent object will also automatically delete related child records.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.

Name Type Description
TableName String The table for which relationship metadata should be retrieved. Acts as the input for this view.

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Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the connector beyond simple SELECT/INSERT/UPDATE/DELETE operations with Certinia.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Certinia, along with an indication of whether the procedure succeeded or failed.

CData Python Connector for Certinia Stored Procedures

Name Description
AbortJob Terminates an active Salesforce job before completion.
CloseJob Closes a Salesforce job to indicate it is complete and no longer accepting new data.
CloseJobV2 Closes or aborts a Salesforce job based on its current state.
ConvertLead Converts a Lead record into an Account, Contact, and optionally an Opportunity.
CreateBatch Creates a batch job in Salesforce for bulk processing of records.
CreateCustomField Adds a new custom field to a specified Salesforce object.
CreateJob Initiates a new Salesforce job for processing bulk data operations.
CreateJobV2 Creates a new job for asynchronous data processing in Salesforce, supporting bulk API operations.
CreateSchema Generates a schema file for a specified Salesforce table, defining field structure and types.
DeleteJobV2 Deletes a job in Salesforce, provided it has a status of UploadComplete, JobComplete, Aborted, or Failed.
DownloadAttachment Downloads attachments related to a specific Salesforce entity.
DownloadContentDocument Retrieves documents stored in Salesforce Content Library.
DownloadDocument Downloads documents from Salesforce for offline access or external use.
GetBatch Retrieves details about a specific Salesforce batch job.
GetBatchRecords Fetches the original submitted records of a completed Salesforce batch job.
GetBatchResults Fetches the results of a completed Salesforce batch job.
GetDeleted Returns a list of records deleted within a specified timeframe for a given object.
GetJob Retrieves details about a specific Salesforce job, including its status and associated records.
GetJobBatchIds Fetches batch IDs for all batches associated with a specific Salesforce job.
GetJobInfoV2 Retrieves details of a Salesforce job, including its processing status and metadata.
GetLimitInfo Fetches API usage and limit details for the Salesforce organization.
GetOAuthAccessToken Fetches the OAuth Access Token, which is used to authenticate and authorize API calls made to Salesforce APIs.
GetOAuthAuthorizationUrl Retrieves the OAuth Authorization URL, allowing the client to direct the user's browser to the authorization server and initiate the OAuth process.
GetUpdated Returns a list of records updated within a specified timeframe for a given object.
GetUserInformation Fetches personal details of the authenticated Salesforce user.
Merge Combines up to three records of the same type into a single record while preserving relevant data.
MetadataDeploy Deploys metadata components to a Salesforce organization, enabling changes to object structures and configurations.
MetadataDeployDetails Retrieves additional details about a metadata deployment job in Salesforce.
MetadataRetrieve Retrieves metadata components from a Salesforce organization for backup or modification.
QueryBatch Executes a batch query in Salesforce, allowing large dataset retrieval in multiple chunks.
QueryParallelResultsV2 Fetches the results locators in parallel for a query job once the job has completed processing.
QueryResultsV2 Fetches results for a query job once the job has completed processing.
RefreshOAuthAccessToken Refreshes an expired OAuth Access Token to maintain continuous authenticated access to Salesforce resources without requiring reauthorization from the user.
Undelete Restores records previously deleted and stored in Salesforce's Recycle Bin.
UploadAttachment Uploads an attachment and associates it with a specific Salesforce record.
UploadContentDocument Uploads a document to Salesforce Content and associates it with relevant records.
UploadDocument Uploads a document to Salesforce, making it available in the document repository.
UploadJobDataV2 Uploads a CSV file as job data for processing within Salesforce bulk operations.

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AbortJob

Terminates an active Salesforce job before completion.

Input

Name Type Description
JobId String Unique identifier of the Salesforce Bulk API job to be aborted.

Result Set Columns

Name Type Description
ID String Unique ID of the aborted job returned by Salesforce.
JobID String Alias for the job ID of the aborted operation.
ObjectName String Name of the Salesforce object (such as Account, Lead, or Contact) associated with the job.
Operation String Type of data operation the job was executing, such as insert, update, upsert, delete, or query.
ApiVersion String API version used when the job was created. Determines field availability and behavior.
ApexProcessingTime String Total time in milliseconds spent running Apex triggers and automation for the job's records. Available from API version 19.0 onward.
ApiActiveProcessingTime String Total time in milliseconds Salesforce actively processed the job, excluding wait time and serialization overhead. Includes ApexProcessingTime.
AssignmentRuleId String ID of the assignment rule used for lead or case routing in the job, if applicable.
ConcurrencyMode String Specifies whether the job was processed in 'parallel' or 'serial' mode, affecting record lock behavior.
ContentType String Format of data submitted in the job. Valid values include CSV, XML, ZIP_CSV, and ZIP_XML.
CreatedById String ID of the Salesforce user who initiated the job.
CreatedDate String Timestamp when the job was created in Salesforce.
ExternalIdFieldName String Field used as an external ID during upsert operations to match existing records.
NumberBatchesCompleted String Number of batches in the job that have finished processing successfully.
NumberBatchesQueued String Number of batches currently waiting in the queue to be processed.
NumberBatchesFailed String Number of batches in the job that failed during processing.
NumberBatchesInProgress String Number of batches currently being processed.
NumberBatchesTotal String Total number of batches submitted to the job. Finalized when job is closed or failed.
NumberRecordsFailed String Total number of records that failed processing across all batches. Available from API version 19.0 onward.
NumberRecordsProcessed String Total number of records successfully processed so far in the job.
NumberRetries String Number of retry attempts Salesforce made due to temporary issues, such as record locks.
State String Current state of the job. Possible values include Open, Closed, Aborted, or Failed.
SystemModStamp String UTC timestamp of the last modification to the job, typically when it finished processing.
TotalProcessingTime String Total processing time in milliseconds for all job batches combined. Available from API version 19.0 onward.

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CloseJob

Closes a Salesforce job to indicate it is complete and no longer accepting new data.

Input

Name Type Description
JobId String Unique identifier of the Salesforce Bulk API job that is being closed to prevent submission of additional batches.

Result Set Columns

Name Type Description
ID String Unique ID of the closed job returned by Salesforce.
JobID String Alias for the job ID, confirming the job that was closed.
ObjectName String API name of the Salesforce object involved in the job, such as Account, Lead, or Contact.
Operation String Type of operation the job was performing, such as insert, update, upsert, delete, query, or hardDelete.
ApiVersion String Version of the Salesforce API used when the job was created. Determines available features and fields.
ApexProcessingTime String Cumulative milliseconds spent executing Apex triggers and automation logic across all job batches. Excludes asynchronous Apex. Available from API version 19.0 onward.
ApiActiveProcessingTime String Total active processing time in milliseconds, including Apex execution but excluding wait time and serialization. Available from API version 19.0 onward.
AssignmentRuleId String ID of the assignment rule used in case or lead routing during the job execution.
ConcurrencyMode String Specifies whether the job was processed in 'parallel' or 'serial' mode, affecting how records are locked and processed.
ContentType String File format used for job data. Valid values include CSV, XML, ZIP_CSV, and ZIP_XML.
CreatedById String ID of the Salesforce user who created the job.
CreatedDate String Timestamp indicating when the job was created in Salesforce.
ExternalIdFieldName String Name of the external ID field used for matching records in upsert operations.
NumberBatchesCompleted String Total number of batches that completed successfully in the job.
NumberBatchesQueued String Number of batches currently in queue waiting for processing.
NumberBatchesFailed String Number of batches that failed during job execution.
NumberBatchesInProgress String Number of batches actively being processed at the time the job was closed.
NumberBatchesTotal String Total number of batches submitted to the job. This value is final once the job is closed or failed.
NumberRecordsFailed String Total number of records that failed processing across all batches. Available from API version 19.0 onward.
NumberRecordsProcessed String Total number of records successfully processed within the job.
NumberRetries String Number of retry attempts Salesforce made to save operation results due to temporary issues such as record locks.
State String Current state of the job after closure. Possible values include Open, Closed, Aborted, or Failed.
SystemModStamp String UTC timestamp when the job was last modified or completed.
TotalProcessingTime String Cumulative processing time in milliseconds across all batches. Includes ApexProcessingTime and ApiActiveProcessingTime. Available from API version 19.0 onward.

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CloseJobV2

Closes or aborts a Salesforce job based on its current state.

Input

Name Type Description
JobId String Unique identifier of the Salesforce Bulk API v2.0 job that is being closed or aborted.
State String Specifies the desired final state of the job. Use 'UploadComplete' to mark the job as ready for processing or 'Aborted' to cancel it. This is only applicable for jobs created using UploadJobDataV2.

The allowed values are UploadComplete, Aborted.

JobType String Type of job being closed. Acceptable values are 'UNKNOWN', 'INGEST' for data import jobs, or 'QUERY' for data retrieval jobs.

The allowed values are UNKNOWN, INGEST, QUERY.

The default value is UNKNOWN.

Result Set Columns

Name Type Description
Closed String Indicates whether the job was successfully closed or aborted. Returns 'true' if the operation succeeded.

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ConvertLead

Converts a Lead record into an Account, Contact, and optionally an Opportunity.

Note: This procedure makes use of indexed parameters. Indexed parameters facilitate providing multiple instances a single parameter as inputs for the procedure.

Suppose there is an input parameter named Param#. To input multiple instances of an indexed parameter like this, execute:

EXEC ProcedureName Param#1 = "value1", Param#2 = "value2", Param#3 = "value3"

In the Input table below, indexed parameters are denoted with a '#' character at the end of their names.

Input

Name Type Description
AccountId String ID of the existing Account to associate with the converted lead. Required only when merging into an existing account. If omitted, a new Account is created automatically, assuming the user has sufficient access.
ContactId String ID of the existing Contact to associate with the converted lead. Must be linked to the specified AccountId. Leave blank when converting to a person account. If omitted, a new Contact is created.
ConvertedStatus String Required status to assign to the Lead upon conversion. Must be a valid LeadStatus value where IsConverted is 'true'. Retrieve available values via: SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted=true.
DoNotCreateOpportunity String Set to 'true' to skip opportunity creation during lead conversion. Defaults to 'false', meaning an opportunity is created unless explicitly disabled.
LeadId String ID of the Lead record to convert. This is a required field.
OpportunityName String Name to assign to the opportunity created during conversion. If omitted, defaults to the Lead's company name. Must be blank if DoNotCreateOpportunity is 'true'.
OverwriteLeadSource String Set to 'true' to overwrite the LeadSource field on the resulting Contact with the Lead's LeadSource value. Requires that ContactId is provided.
OwnerId String ID of the user who will own the new Account, Contact, and Opportunity records. Defaults to the Lead owner if not specified. Does not affect existing records.
SendNotificationEmail String Set to 'true' to send a notification email to the new owner defined by OwnerId. Defaults to 'false'.

The default value is FALSE.

ConvertLeads String Accepts a temporary table name or an aggregate (JSON) containing multiple lead conversion records for batch processing. Each row must include ConvertedStatus and LeadId, plus any optional fields such as AccountId, ContactId, or OwnerId.

Result Set Columns

Name Type Description
AccountId String ID of the Account record associated with the converted lead, whether newly created or existing.
ContactId String ID of the Contact record associated with the converted lead, whether newly created or existing.
LeadId String ID of the original Lead record that was converted.
OpportunityId String ID of the newly created Opportunity, if one was created during conversion.
Success String Indicates whether the lead conversion succeeded (true) or failed (false).
Errors String List of error messages returned by Salesforce if the conversion failed, including error codes and descriptions.

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CreateBatch

Creates a batch job in Salesforce for bulk processing of records.

Table-Specific Information

To create a batch, specify the Id of the Job you are adding it to and the XML aggregate of the batch itself. For example, the XML aggregate may resemble the following: <Contact><Row><FirstName>Bill</FirstName><LastName>White</LastName></Row><Row><FirstName>Bob</FirstName><LastName>Black</LastName></Row></Contact>

Note: The objects contained in the XML aggregate must all correspond to the object associated with the Job being used.

Input

Name Type Description
JobId String ID of the Salesforce Bulk API job that the batch will be added to. This must be a valid, open job.
Aggregate String Data payload or SOQL query for the batch. Required when submitting records or executing batch queries.
ContentType String Format of the batch content. Valid values are CSV, XML, ZIP_CSV, and ZIP_XML. For batch queries, use CSV.

The default value is XML.

Result Set Columns

Name Type Description
ID String Unique ID of the created batch within the job.
JobID String ID of the job that the batch is associated with, confirming linkage after creation.
ApexProcessingTime String Total time in milliseconds spent executing Apex triggers and automation during batch processing. Excludes asynchronous Apex and is available in API version 19.0 and later.
ApiActiveProcessingTime String Time in milliseconds spent actively processing the batch, including Apex time but excluding queue time and serialization. Available in API version 19.0 and later.
CreatedDate String Timestamp in UTC when the batch was created. This reflects submission time, not the start of processing.
NumberRecordsFailed String Number of records in the batch that failed to process successfully.
NumberRecordsProcessed String Number of records that were successfully processed in this batch. This value increases as processing progresses.
State String Current processing status of the batch. Possible values include Queued, InProgress, Completed, Failed, or NotProcessed.
StateMessage String Descriptive message about the batch state, especially useful when the state is Failed. May include error reasons or diagnostic info.
SystemModstamp String UTC timestamp when batch processing was completed. Only valid when the batch state is Completed.
TotalProcessingTime String Total processing time in milliseconds for the batch, excluding queue wait time. Available in API version 19.0 and later.

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CreateCustomField

Adds a new custom field to a specified Salesforce object.

Input

Name Type Description
Label String The user-facing label for the new custom field as it will appear in the Salesforce UI.
ObjectName String The API name of the Salesforce object (such as Account, Contact, or a custom object) to which the custom field will be added.
FieldName String The API name for the new custom field. This must be unique within the object and typically ends in '__c'.
Type String Data type of the custom field, such as Text, Number, Date, Picklist, or Checkbox.

The allowed values are Checkbox, Currency, Date, DateTime, Time, Email, Location, Number, Percent, Phone, Picklist, MultiselectPicklist, Text, TextArea, LongTextArea, Url, EncryptedText.

Description String Optional internal description of the custom field to help users and admins understand its purpose.
Required Boolean Indicates whether the field must have a value when a record is created or edited (true = required).
Unique Boolean Specifies whether the field must contain a unique value across all records in the object.
ExternalId Boolean Marks the field as an External ID, allowing it to be used for record matching in upserts and integrations.
DefaultValue String Specifies the default value that will populate the field when a new record is created, if no other value is provided.
Length Integer Maximum number of characters (for text fields) or digits (for numeric fields) that the field can contain.
Precision Integer Total number of digits allowed in the field, including digits to the left and right of the decimal point (for number fields).
Scale Integer Number of digits allowed after the decimal point in the field value (for number fields).
ValueSet String A comma-separated list of allowed values for picklist fields.
VisibleLines Integer Specifies the number of lines displayed in the UI for long text area fields.
MaskType String For encrypted text fields, defines how data is masked in the UI, such as 'all', 'last4', or 'none'.

The allowed values are all, creditCard, lastFour, nino, sin, ssn.

MaskChar String Character used to mask encrypted field values in the UI (such as '*').

The allowed values are asterisk, X.

Result Set Columns

Name Type Description
FullName String The full API name of the newly created custom field, including object prefix (for example, Account.CustomField__c).
Success String Indicates whether the custom field creation was successful (true) or not (false).

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CreateJob

Initiates a new Salesforce job for processing bulk data operations.

Input

Name Type Description
ObjectName String API name of the Salesforce object the job will operate on, such as Account, Campaign, or a custom object.
Action String Specifies the operation the job will perform, such as insert, update, upsert, delete, or query.
ConcurrencyMode String Defines how batches in the job will be processed. Use 'Parallel' (default) for faster processing or 'Serial' to avoid database contention by processing one batch at a time.

The allowed values are Parallel, Serial.

The default value is Parallel.

ContentType String Format of the job data. Valid values include CSV, XML, ZIP_CSV, and ZIP_XML.

The default value is XML.

ExternalIdColumn String Name of the external ID field used for matching records during an upsert operation.
ChunkSize String Recommended for queries on large datasets. Specifies the number of records per batch when splitting a query job into multiple parts. Used only when Action is set to 'query'.

Result Set Columns

Name Type Description
ID String Unique identifier of the newly created job.
JobID String Alias for the job ID returned after creation.
ObjectName String Name of the object associated with the job, confirming the object used in the request.
Operation String Operation type defined for the job, such as query, insert, delete, or upsert.
ApiVersion String Salesforce API version used when the job was created. Determines which fields and operations are supported.
ApexProcessingTime String Time in milliseconds spent executing Apex triggers and automation during batch processing. Does not include asynchronous Apex. Available from API version 19.0 onward.
ApiActiveProcessingTime String Total time actively spent processing the job, excluding queue and serialization time. Includes Apex processing time. Available from API version 19.0 onward.
AssignmentRuleId String ID of a specific lead or case assignment rule applied during the job's execution.
ConcurrencyMode String Indicates whether the job used 'parallel' or 'serial' batch processing mode.
ContentType String Format of the job content used during submission. Confirmed value from the job setup.
CreatedById String ID of the Salesforce user who created the job.
CreatedDate String Timestamp when the job was created in the Salesforce system (UTC).
ExternalIdFieldName String Name of the external ID field used to identify matching records in an upsert operation.
NumberBatchesCompleted String Total number of batches that have successfully completed processing in the job.
NumberBatchesQueued String Number of batches that are currently in the job's processing queue.
NumberBatchesFailed String Number of batches that failed during processing in the job.
NumberBatchesInProgress String Number of batches actively being processed in the job at the time of the request.
NumberBatchesTotal String Cumulative total of all batches added to the job. Finalized when the job reaches a terminal state such as Closed or Failed.
NumberRecordsFailed String Total number of records that failed to process in the job. Available in API version 19.0 and later.
NumberRecordsProcessed String Total number of records successfully processed in the job so far.
NumberRetries String Number of retry attempts Salesforce made while saving results, usually due to issues like record locking.
State String Current state of the job. Possible values include 'Open', 'Closed', 'Aborted', or 'Failed'.
SystemModStamp String Timestamp (UTC) of the last update or modification made to the job record.
TotalProcessingTime String Total time in milliseconds spent processing all batches in the job. Does not include queue time. Available in API version 19.0 and later.

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CreateJobV2

Creates a new job for asynchronous data processing in Salesforce, supporting bulk API operations.

Input

Name Type Description
ObjectName String API name of the Salesforce object the job will operate on, such as Account, Lead, or Opportunity.
Query String Salesforce Object Query Language (SOQL) query string to execute for data retrieval. Required only when Action is set to 'query'.
Action String Specifies the type of operation the job will perform. Valid values are 'insert', 'delete', 'update', 'upsert', or 'query'.
ExternalIdColumn String API name of the external ID field used to match records for upsert operations. Required for 'upsert' jobs only.
ColumnDelimiter String Defines the character used to separate columns in the CSV file. Default is 'COMMA'. Other valid values: 'BACKQUOTE', 'CARET', 'PIPE', 'SEMICOLON', 'TAB'.
LineEnding String Specifies the line break format used in the CSV file. Valid values are 'LF' (Line Feed) and 'CRLF' (Carriage Return + Line Feed). Default is 'LF'.
MultiPartRequest Boolean Set to 'true' when uploading CSV data in a multi-part request. This is only valid when the data is under 20,000 characters and a file path is provided.
CSVFilePath String Full file path to the CSV file containing job data. Required when using a multi-part request.

Result Set Columns

Name Type Description
ID String Unique identifier for the job created in Salesforce.
State String Current state of the job. Possible values include 'Open', 'Closed', 'Aborted', or 'Failed'.
JobType String Indicates the job type. Options include 'BigObjectIngest', 'Classic', or 'V2Ingest'.
ContentUrl String URL to use for uploading job data. Only available while the job is in 'Open' state.
ContentType String Format of the job data. Only 'CSV' is supported for V2 jobs.
CreatedDate String Timestamp in UTC when the job was created.
CreatedById String Salesforce user ID of the person who created the job.
ConcurrencyMode String Specifies whether the job uses 'parallel' or 'serial' processing for data batches.
SystemModStamp String UTC timestamp of the last system update to the job, typically when it finished processing.

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CreateSchema

Generates a schema file for a specified Salesforce table, defining field structure and types.

CreateSchema

Creates a local schema file (.rsd) from an existing table or view in the data model.

The schema file is created in the directory set in the Location connection property when this procedure is executed. You can edit the file to include or exclude columns, rename columns, or adjust column datatypes.

The connector checks the Location to determine if the names of any .rsd files match a table or view in the data model. If there is a duplicate, the schema file will take precedence over the default instance of this table in the data model. If a schema file is present in Location that does not match an existing table or view, a new table or view entry is added to the data model of the connector.

Input

Name Type Description
TableName String Name of the Salesforce object or table for which the schema should be generated. This is required.
TableDescription String Optional description for the table. If omitted, a default description is auto-generated by the driver.
WriteToFile String Specifies whether to save the generated schema to a file. Defaults to 'true'. Set to 'false' to return schema data via FileStream or FileData instead.
FileName String Name of the file to save the generated schema to. For example: 'Accounts.rsd'. Required if WriteToFile is 'true'.

Result Set Columns

Name Type Description
Result String Indicates whether the schema creation operation was successful ('Success') or failed ('Failure').
FileData String Base64-encoded content of the generated schema. Returned only when WriteToFile is 'false' and FileStream is not specified.
SchemaFile String Name or path of the generated schema file, confirming completion of the operation.

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DeleteJobV2

Deletes a job in Salesforce, provided it has a status of UploadComplete, JobComplete, Aborted, or Failed.

Input

Name Type Description
JobId String Unique identifier of the Salesforce Bulk API v2.0 job to be deleted. The job must be in a valid state for deletion.

Result Set Columns

Name Type Description
Deleted String Indicates whether the job was successfully deleted (true) or not (false).

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DownloadAttachment

Downloads attachments related to a specific Salesforce entity.

Input

Name Type Description
ObjectId String ID of the Salesforce object (such as Account or Case) to which the attachment is related. Used to retrieve attachments associated with this object.
Id String ID of the specific attachment to download. Required if Name is not provided. If both Id and Name are omitted, all attachments related to the ObjectId will be downloaded.
Name String Filename of the attachment to download. Used as an alternative to Id when LightningMode is 'false'. If both Name and Id are omitted, all attachments for the ObjectId will be downloaded.
LocalPath String Directory path on your local machine where the attachment will be saved. If not provided, the attachment will be returned in memory via FileData.
LightningMode String Set to 'true' to download from the Lightning Experience 'Salesforce Files' system instead of Classic Attachments. Required if the file was uploaded using UploadAttachment with LightningMode enabled.
Encoding String Character encoding used to return the file data in the FileData output. Applies only when the file is not saved to a local path.

The allowed values are NONE, BASE64.

The default value is BASE64.

Result Set Columns

Name Type Description
FileId String Salesforce ID of the downloaded file.
Success String Indicates whether the attachment was downloaded successfully (true) or not (false).
FileName String Name of the downloaded file, as stored in Salesforce.
FullPath String Full local path, including filename, where the attachment was saved. Returned only if LocalPath was specified.
FileData String Base64-encoded file content, returned only if the file was not saved to disk (LocalPath not specified).
FailureMessage String If multiple files were downloaded, this field includes error messages for any files that failed to download.

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DownloadContentDocument

Retrieves documents stored in Salesforce Content Library.

Input

Name Type Description
Id String Salesforce ID of the content document to download. Required if Title is not specified. If both Id and Title are omitted, all available content documents will be downloaded.
Title String Title of the content document to download. Used as an alternative to Id. If both Title and Id are omitted, all content documents will be downloaded.
LocalPath String Local directory path where the downloaded file will be saved. If not provided, the file will be held in memory and returned through FileData.
Encoding String Character encoding used when outputting file data through FileData. Has no effect if the file is saved to disk.

The allowed values are NONE, BASE64.

The default value is BASE64.

Result Set Columns

Name Type Description
FileId String Salesforce ID of the content document that was downloaded.
Success String Indicates whether the file download was successful (true) or failed (false).
FileName String Name of the downloaded file as stored in Salesforce.
FullPath String Complete local file path where the file was saved, including the filename.
FileData String Base64-encoded file content, returned only when LocalPath is not provided and file is kept in memory.
FailureMessage String In multi-file download mode, this field includes error details for any files that failed to download.

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DownloadDocument

Downloads documents from Salesforce for offline access or external use.

Input

Name Type Description
Id String Salesforce ID of the specific document to download. Required if Name or FolderId is not specified. If none are provided, all documents will be downloaded.
Name String Name of the document to download. Can be used as an alternative to Id or FolderId. If none are provided, all documents will be downloaded.
Folderid String Salesforce ID of the folder containing the documents to download. Useful for downloading all documents within a specific folder.
LocalPath String Path on the local file system where the downloaded file(s) will be saved. If omitted, the file is returned in memory via the FileData output.
Encoding String Text encoding format used when returning file data via FileData. Ignored if the file is written to disk.

The allowed values are NONE, BASE64.

The default value is BASE64.

Result Set Columns

Name Type Description
FileId String Salesforce ID of the downloaded document.
Success String Indicates whether the download operation succeeded for the specific document (true or false).
FileName String Name of the file that was downloaded from Salesforce.
FullPath String Complete local file path, including the file name, where the document was saved.
FileData String Base64-encoded content of the downloaded file. Only returned when LocalPath is not set and data is kept in memory.
FailureMessage String If downloading multiple documents, contains error messages for any documents that failed to download.

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GetBatch

Retrieves details about a specific Salesforce batch job.

Input

Name Type Description
JobId String The Salesforce Job ID that the batch belongs to. Required to identify the job context for the batch.
BatchId String The unique identifier of the specific batch being retrieved within the specified job.

Result Set Columns

Name Type Description
ID String The unique ID of the batch returned from Salesforce.
JobID String The ID of the job that this batch is associated with, confirming the parent job.
ApexProcessingTime String Time in milliseconds spent executing Apex triggers and workflow rules during batch processing. Excludes asynchronous or batch Apex execution. Available in API version 19.0 and above.
ApiActiveProcessingTime String Active processing time in milliseconds, including Apex processing but excluding queue time and serialization overhead. Available in API version 19.0 and above.
CreatedDate String Timestamp in UTC when the batch was created and added to the job. This does not indicate when processing began.
NumberRecordsFailed String Total number of records in the batch that failed to process. This helps identify partial success or issues during execution.
NumberRecordsProcessed String Number of records that have been successfully processed in this batch so far. Increases as processing progresses.
State String Current processing status of the batch. Possible values include 'Queued', 'InProgress', 'Completed', 'Failed', or 'Not Processed'.
StateMessage String Detailed explanation of the current batch state. Provides failure reasons if the state is Failed. May be truncated if there are many errors.
SystemModstamp String UTC timestamp of the last update to the batch, usually indicating when processing completed. Valid only when State is Completed.
TotalProcessingTime String Total time in milliseconds spent processing the batch, excluding queue wait time. Available in API version 19.0 and above.

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GetBatchRecords

Fetches the original submitted records of a completed Salesforce batch job.

Input

Name Type Description
JobId String The Salesforce Job ID that the batch belongs to. Required to identify the batch context for retrieving records.
BatchId String The ID of the specific batch for which the original records are being retrieved.

Result Set Columns

Name Type Description
* String Original submitted records for this batch.

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GetBatchResults

Fetches the results of a completed Salesforce batch job.

Input

Name Type Description
JobId String The Salesforce Job ID that the batch belongs to. Required to identify the batch context for retrieving results.
BatchId String The ID of the specific batch for which the processing results are being retrieved.

Result Set Columns

Name Type Description
ID String Unique identifier of the individual result record within the batch.
Created String Indicates whether the record was newly created as part of the batch operation (true or false).
Success String Indicates whether the record was processed successfully (true) or encountered an error (false).
Errors_Fields String List of field names that caused the record to fail, if applicable.
Errors_Message String Descriptive error message explaining why the record failed to process.
Errors_StatusCode String Salesforce error code associated with the failure. Useful for programmatic error handling and debugging.

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GetDeleted

Returns a list of records deleted within a specified timeframe for a given object.

Input

Name Type Description
ObjectType String API name of the Salesforce object to query for deleted records, such as Account, Contact, or Opportunity. Must be a valid object in your organization.
StartDate String Start of the time window (in UTC) for retrieving deleted records. The seconds portion is ignored by the API.
EndDate String End of the time window (in UTC) for retrieving deleted records. The seconds portion is ignored by the API.

Result Set Columns

Name Type Description
Id String ID of each record that was deleted within the specified time range.
DeletedDate String Timestamp (in UTC) of when each corresponding record was deleted.

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GetJob

Retrieves details about a specific Salesforce job, including its status and associated records.

Input

Name Type Description
JobId String The Salesforce Job ID to retrieve. This identifies the bulk operation whose metadata and status will be returned.

Result Set Columns

Name Type Description
ID String Unique identifier of the job. Same as the input JobId.
JobID String Alias for the job's unique ID. Same value as ID.
ObjectName String Name of the Salesforce object involved in the job, such as Account, Contact, or Opportunity.
Operation String Bulk operation being performed in the job. Possible values include insert, update, upsert, delete, query, and hardDelete.
ApiVersion String The Salesforce API version used when the job was created. Minimum supported version is 17.0.
ApexProcessingTime String Time in milliseconds spent processing Apex triggers and flows during the job. Does not include asynchronous Apex or batch jobs. Available from API version 19.0.
ApiActiveProcessingTime String Time in milliseconds of active processing (including ApexProcessingTime), excluding time spent waiting in queues or on serialization. Available from API version 19.0.
AssignmentRuleId String ID of the assignment rule applied to this job, used for assigning records such as leads or cases. May reference an active or inactive rule.
ConcurrencyMode String Mode of execution for batches in the job. 'Parallel' allows concurrent processing. 'Serial' processes batches one at a time to reduce contention.
ContentType String Data format used for the job, such as CSV, XML, ZIP_CSV, or ZIP_XML.
CreatedById String Salesforce user ID of the individual who created the job.
CreatedDate String Date and time (UTC) when the job was initially created.
ExternalIdFieldName String Field used for upsert operations to identify records by an external ID instead of Salesforce ID.
NumberBatchesCompleted String Number of batches within the job that completed successfully.
NumberBatchesQueued String Number of batches currently waiting to be processed.
NumberBatchesFailed String Number of batches that encountered errors and failed to complete.
NumberBatchesInProgress String Number of batches that are actively being processed.
NumberBatchesTotal String Total number of batches created for the job. Equals the sum of completed, failed, and in-progress batches once the job is closed or failed.
NumberRecordsFailed String Total number of records that failed to process across all batches in the job. Available from API version 19.0.
NumberRecordsProcessed String Total number of records that have been successfully processed across all batches.
NumberRetries String Number of internal retry attempts made by Salesforce to save results due to issues like lock contention.
State String Current lifecycle state of the job. Possible values include 'Open', 'Closed', 'Aborted', or 'Failed'.
SystemModStamp String Timestamp (UTC) of the most recent modification to the job. Indicates when the job last changed status or data.
TotalProcessingTime String Aggregate time in milliseconds spent processing all batches in the job. Does not include wait time. Available from API version 19.0.

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GetJobBatchIds

Fetches batch IDs for all batches associated with a specific Salesforce job.

Input

Name Type Description
JobId String The Salesforce Job ID for which to retrieve all associated batch IDs.

Result Set Columns

Name Type Description
ID String Unique identifier for each batch associated with the specified job.
State String Current status of the batch. Possible values include 'Queued', 'InProgress', 'Completed', 'Failed', or 'Not Processed'.

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GetJobInfoV2

Retrieves details of a Salesforce job, including its processing status and metadata.

Input

Name Type Description
JobId String The unique Salesforce Job ID to retrieve detailed metadata and processing status for a bulk job.
JobType String Specifies the type of job to retrieve. Valid values include 'INGEST' (data load), 'QUERY' (data extraction), or 'UNKNOWN' (unspecified).

The allowed values are UNKNOWN, INGEST, QUERY.

The default value is UNKNOWN.

Result Set Columns

Name Type Description
ObjectName String Name of the Salesforce object the job operates on, such as Contact, Lead, or Opportunity.
Operation String Bulk operation being performed in the job. Common values include insert, update, upsert, delete, query, and hardDelete.
ApiVersion String API version used to create the job. Determines available features and fields. Minimum supported version is 17.0.
ConcurrencyMode String Execution mode for the job. 'Parallel' processes batches simultaneously, while 'Serial' processes them one at a time to avoid conflicts.
ContentType String The format of the data submitted or retrieved by the job. Valid formats include CSV, XML, ZIP_CSV, and ZIP_XML.
CreatedById String Salesforce user ID of the individual who created the job.
CreatedDate String UTC timestamp indicating when the job was initially created.
NumberRecordsProcessed String The total number of records that have been successfully processed by this job so far.
NumberRetries String Number of internal retry attempts made by Salesforce to save job results due to issues such as lock contention or system conflicts.
State String Current lifecycle state of the job. Possible values include 'Open', 'Closed', 'Aborted', or 'Failed'.
SystemModStamp String UTC timestamp of the most recent update to the job, such as completion or failure.
TotalProcessingTime String Total time in milliseconds spent processing all records in the job, excluding time spent waiting in the queue. Available from API version 19.0.
IsPkChunkingSupported String Indicates whether Primary Key (PK) chunking is supported for the object in query jobs, useful for large data volumes.
ErrorMessage String Error details returned if the job has failed. Helps in diagnosing processing or system issues.

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GetLimitInfo

Fetches API usage and limit details for the Salesforce organization.

Result Set Columns

Name Type Description
Current Integer The number of API requests or operations that have already been consumed for the specified limit type in the current 24-hour period.
Limit Integer The maximum number of allowed API requests or operations for the organization within a 24-hour period, based on your Salesforce edition and license.
Type String The category of limit being reported. For example, 'API REQUESTS' refers to the total API calls allowed per day for the organization.

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GetOAuthAccessToken

Fetches the OAuth Access Token, which is used to authenticate and authorize API calls made to Salesforce APIs.

Input

Name Type Description
Authmode String Specifies the authentication flow. Choose 'App' for desktop-based apps or 'Web' for browser-based apps using OAuth.

The allowed values are APP, WEB.

The default value is APP.

Verifier String The verification code returned by Salesforce after the user grants access, used to exchange for an access token.
Scope String A space-separated list of permission scopes the app is requesting access to, such as api, chatter_api, full, id, refresh_token, visualforce, and web. These determine what Salesforce data and functionality your app can access. For more information, see: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm.
CallbackUrl String The redirect URI where Salesforce sends the user after they authorize the app.
Api_Version String The version of the Salesforce API to use when making authenticated requests.

The default value is 50.0.

State String A value included in the request that will be returned by Salesforce to help your app maintain state and guard against CSRF attacks.
GrantType String Specifies the OAuth grant type to use. Common values include 'authorization_code' and 'refresh_token'. If not specified, the default is determined by the connection settings.

The allowed values are CODE, PASSWORD.

PKCEVerifier String A secure, high-entropy value used in OAuth PKCE (Proof Key for Code Exchange) flows for additional security. Only used when AuthScheme=OAuthPKCE.

Result Set Columns

Name Type Description
Scope String The scopes that were approved and granted by the user for this access token.
Instance_Url String The Salesforce instance URL (such as https://na35.salesforce.com) associated with the access token. Use this as the base URL for API calls.
Id String The unique identifier of the authenticated user or organization, associated with the OAuth token.
Issued_At String The timestamp indicating when the access token was issued.
Signature String A digital signature that can be used to verify the integrity of the access token.
OAuthServerUrl String The URL of the Salesforce OAuth server that issued the token.
OAuthRefreshToken String A long-lived token used to request a new access token after the current one expires.
OAuthAccessToken String The short-lived token used to authenticate API requests to Salesforce.
ExpiresIn String The number of seconds until the access token expires. A value of -1 indicates the token does not expire.
PKCEVerifier String The same secure random string used in the PKCE flow to validate the authorization code exchange, returned here for reference.

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GetOAuthAuthorizationUrl

Retrieves the OAuth Authorization URL, allowing the client to direct the user's browser to the authorization server and initiate the OAuth process.

Input

Name Type Description
CallbackUrl String The URL to redirect the user to after they authorize the app. This must match the redirect URI configured in your Salesforce app settings.
Scope String A space-separated list of permission scopes your application is requesting. These determine the level of access granted to your app, such as 'api' for API access or 'refresh_token' for the ability to refresh tokens. For more information, see: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm.
Grant_Type String Specifies the OAuth flow to use. Set to 'code' for the authorization code flow (requires token exchange), or 'implicit' to return the access token directly in the redirect URL.

The allowed values are Implicit, Code.

State String A custom value your application can include to help maintain state or prevent CSRF attacks. This value will be returned unchanged in the callback.
PKCEVerifier String A high-entropy cryptographic random string used in PKCE flows for enhanced security. Required when using AuthScheme=OAuthPKCE.

Result Set Columns

Name Type Description
PKCEVerifier String The generated high-entropy code verifier used in PKCE authentication flows. This value should be saved and reused when exchanging the authorization code for a token.
Url String The authorization URL the user should visit to grant access. This URL includes query parameters such as client ID, redirect URI, and requested scopes.

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GetUpdated

Returns a list of records updated within a specified timeframe for a given object.

Input

Name Type Description
ObjectType String API name of the Salesforce object to retrieve updated records for, such as Account, Contact, or Opportunity. Must be valid in your Salesforce org.
StartDate String Start of the time window (in UTC) for retrieving updated records. The API ignores seconds in the timestamp.
EndDate String End of the time window (in UTC) for retrieving updated records. The API ignores seconds in the timestamp.

Result Set Columns

Name Type Description
Id String ID of each record that was updated within the specified time range.

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GetUserInformation

Fetches personal details of the authenticated Salesforce user.

Input

Name Type Description
BasicInfoOnly String If set to 'true', only basic connection-related information is returned, such as ServerURL, SessionID, Sandbox, OrganizationId, and OrganizationName. Defaults to 'false' to return the full user profile.

Result Set Columns

Name Type Description
AccessibilityMode String Indicates whether accessibility features for screen reader support are enabled for the user interface. Returns 'true' if enabled. Available in API version 7.0 and later.
CurrencySymbol String The currency symbol used to display monetary values, applicable when the organization does not support multiple currencies.
OrganizationId String The unique Salesforce ID of the user's organization, useful for identifying the org across integrations or billing systems.
OrganizationMultiCurrency String Indicates whether the organization has multi-currency support enabled (true) or not (false).
OrganizationName String The name of the user's Salesforce organization or company.
OrgDefaultCurrencyIsoCode String Default ISO currency code for the organization. Used when multi-currency is disabled and no currency is explicitly set in a create request.
ProfileID String The unique ID of the user's profile, which determines access rights and permissions.
RoleID String The unique ID of the user's role in the organization's role hierarchy.
Sandbox String Indicates whether the organization is a sandbox (true) or production environment (false). May return NULL in non-Basic authentication scenarios.
ServerURL String The base URL of the Salesforce instance used for API requests.
SessionID String The current active session token used for authentication in API calls.
SessionSecondsValid String The number of seconds remaining before the current session expires.
UserDefaultCurrencyIsoCode String Default ISO currency code for the user, used when multi-currency is enabled and no specific currency is specified during object creation.
UserEmail String The email address associated with the user's Salesforce account.
UserFullName String The user's full name as defined in their profile.
UserID String The unique Salesforce ID of the user.
UserLanguage String The user's language preference, represented as an ISO code such as 'en_US' for American English or 'fr_CA' for Canadian French.
UserLocale String The user's locale settings, which affect formatting of dates, times, and currency symbols. Uses ISO format such as 'en_US'.
UserName String The login name used by the user to access Salesforce.
UserTimeZone String The user's time zone setting, which affects how date and time values are displayed.
UserType String The type of user license assigned to the user's profile, such as 'Standard', 'Chatter', or 'System Administrator'.
UserUISkin String Returns 'Theme2' if the user is using the Lightning Experience interface, or 'Theme1' if using Salesforce Classic. Available in API version 7.0 and later.

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Merge

Combines up to three records of the same type into a single record while preserving relevant data.

Input

Name Type Description
ObjectType String The Salesforce object type for the merge operation, such as Account, Contact, or Lead. Must be valid within your organization.
MasterRecordId String The ID of the primary record that will remain after the merge. Other specified records will be merged into this record.
RecordToMergeIds String A comma-separated list of one or two record IDs that will be merged into the master record. These records will be deleted after the merge.

Result Set Columns

Name Type Description
Id String The ID of the resulting master record after the merge operation is completed.
Success String Indicates whether the merge operation was successful (true) or encountered errors (false).
Errors_statusCode String Error code(s) returned if the merge operation failed. Each code provides insight into the cause of the failure.
Errors_message String Detailed message(s) describing any errors encountered during the merge process.
MergedRecordIds String List of IDs for records that were successfully merged into the master record.
UpdatedRelatedIds String List of related record IDs that were reassigned to the master record as a result of the merge. Only includes records viewable by the user.

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MetadataDeploy

Deploys metadata components to a Salesforce organization, enabling changes to object structures and configurations.

Input

Name Type Description
FullPath String The full file path to the ZIP archive containing the metadata components to be deployed. For example: C:/Users/admin/Documents/deployment.zip.
AllowMissingFiles String If set to 'true', allows deployment to proceed even if some files listed in package.xml are not present in the ZIP archive. Defaults to 'false'.
AutoUpdatePackage String If the value is 'true', automatically includes files found in the ZIP archive but not specified in package.xml by issuing a MetadataRetrieve call to generate an updated package.xml. Defaults to 'false'.
IgnoreWarnings String If the value is 'true', allows the deployment to complete even if warnings are returned. Not recommended for production deployments. Defaults to 'false'.
RollbackOnError String If the value is 'true', rolls back the entire deployment if any error occurs. Defaults to 'false'.
RunAllTests String If the value is 'true', all Apex tests in the org are executed after deployment, including tests from managed packages. Defaults to 'false'.
RunTests String A list of specific Apex test classes to run during deployment. Use fully qualified class names with namespace prefix if applicable. Requires testLevel to be set to RunSpecifiedTests.
SinglePackage String If the value is 'true', indicates the ZIP archive contains a single package structure rather than multiple packages. Defaults to 'false'.
TestLevel String Defines which Apex tests are executed during deployment. Options: 'NoTestRun', 'RunSpecifiedTests', 'RunLocalTests', or 'RunAllTestsInOrg'.

Result Set Columns

Name Type Description
JobId String The unique job ID assigned to the deployment operation.
Success String Indicates whether the deployment completed successfully (true) or failed (false).
Status String The current status of the deployment job, such as InProgress, Succeeded, or Failed.
IgnoreWarnings String Echoes whether the deployment proceeded despite warnings.
NumberComponentErrors String The total number of metadata components that failed to deploy due to errors.
NumberComponentsDeployed String The number of metadata components that were successfully deployed.
NumberComponentsTotal String The total number of metadata components included in the deployment request.
NumberTestErrors String The number of Apex tests that failed during deployment.
NumberTestsCompleted String The number of Apex tests that completed execution during deployment.
NumberTestsTotal String The total number of Apex tests run during deployment.

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MetadataDeployDetails

Retrieves additional details about a metadata deployment job in Salesforce.

Input

Name Type Description
JobId String The unique job ID associated with the metadata deployment operation.

Result Set Columns

Name Type Description
ComponentFailures_changed String Indicates whether the component was modified as a result of the deployment. A value of 'true' means the deployed component was different from the existing one.
ComponentFailures_componentType String The type of metadata component that failed during deployment, such as ApexClass, CustomObject, or Workflow.
ComponentFailures_created String Indicates whether the component was newly created during the deployment process. A value of 'true' means it did not exist prior to deployment.
ComponentFailures_createdDate String The date and time when the component was created, applicable if the deployment created it.
ComponentFailures_deleted String Indicates whether the component was deleted as part of this deployment. The value is 'true' if it was removed.
ComponentFailures_fileName String The file path and name within the ZIP archive that corresponds to the failed component.
ComponentFailures_fullName String The full unique name of the failed metadata component, typically combining object and API name.
ComponentFailures_problem String Details about the issue that caused the component to fail during deployment.
ComponentFailures_problemType String The type of problem encountered during deployment. Valid values are 'Warning' or 'Error'.
ComponentFailures_success String Indicates whether the component deployment was successful. The value is 'false' if there was a failure or warning.
ComponentSuccesses_changed String Indicates whether the deployed component was changed. A value of 'false' means it matched what was already in the organization.
ComponentSuccesses_componentType String The type of metadata component successfully deployed.
ComponentSuccesses_created String Indicates whether the component was created during this deployment. The value is 'true' if it did not previously exist.
ComponentSuccesses_createdDate String The date and time when the component was successfully created.
ComponentSuccesses_deleted String Indicates whether the component was deleted as part of this deployment. The value is 'true' if it was removed.
ComponentSuccesses_fileName String The file name from the ZIP archive that corresponds to the successfully deployed component.
ComponentSuccesses_fullName String The full unique name of the successfully deployed metadata component.
ComponentSuccesses_id String The unique internal Salesforce ID assigned to the deployed component.
ComponentSuccesses_success String Indicates whether the component deployment was successful (true) or not (false).
NumTestsRun String The total number of Apex unit tests executed as part of the deployment process.
NumFailures String The number of Apex tests that failed during the deployment.
TotalTime String The total time taken to run all tests during deployment, measured in milliseconds.

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MetadataRetrieve

Retrieves metadata components from a Salesforce organization for backup or modification.

Input

Name Type Description
PackageNames String A list of metadata package names to retrieve from Salesforce. Leave this blank if you are only retrieving unpackaged components.
SinglePackage String Indicates whether the retrieve operation targets a single package. Set to 'true' if retrieving metadata from one package only; set to 'false' for multiple packages.
SpecificFiles String A list of specific file paths to retrieve. This must only be used when retrieving from a single package and when PackageNames is not specified.
ManifestLocation String Path to a local package.xml file that defines the metadata components to retrieve. If not set, the retrieve operation defaults to fetching all custom objects. You can find package.xml files here: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/manifest_samples.htm.
DownloadLocation String The local file system path where the retrieved ZIP file will be saved. If not specified, the ZIP file is saved in the current directory.

Result Set Columns

Name Type Description
Success String Returns 'true' if the metadata retrieval operation completed successfully; otherwise, 'false'.
FullPath String The complete file path and name where the retrieved metadata ZIP file was saved.

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QueryBatch

Executes a batch query in Salesforce, allowing large dataset retrieval in multiple chunks.

Input

Name Type Description
Query String The query to execute using the Bulk API. Can be a SQL-like or SOQL query, based on the QueryMode. This is required unless both JobId and BatchId are provided.
QueryMode String Specifies how the query will be processed: as a SQL-like client-side query (with fallback for unsupported syntax), or as a native Salesforce Object Query Language (SOQL) query sent directly to Salesforce. SOQL mode does not support features such as COUNT, GROUP BY, OFFSET, relationship fields, or wildcards (*).

The allowed values are SQL, SOQL.

The default value is SOQL.

JobId String The ID of the Bulk API job. Required if BatchId is also specified.
BatchId String The ID of the batch to retrieve results from. Required if JobId is specified.
ChunkSize String Optional. Enables query result chunking to improve performance on large datasets. Recommended for datasets exceeding 10 million records. Set to 0 to disable chunking. Maximum chunk size is 250,000.

The default value is 30000.

ConcurrencyMode String Defines how batches are processed. 'Parallel' (default) processes batches concurrently for speed. 'Serial' processes one batch at a time to avoid locking and contention issues.

The allowed values are Parallel, Serial.

The default value is Parallel.

SkipErrors String Indicates whether to skip failed batches and return results from completed ones. Useful for partial success scenarios.

The allowed values are true, false.

The default value is false.

Rows@Next String Used internally for paginating through query results. Do not set manually.

Result Set Columns

Name Type Description
QueryJobId String The ID of the job created to run the query.
QueryBatchId String The ID of the batch created to process the query.

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QueryParallelResultsV2

Fetches the results locators in parallel for a query job once the job has completed processing.

Input

Name Type Description
JobId String The ID of the Bulk API V2 job whose results locators you want to retrieve.

Result Set Columns

Name Type Description
ResultLocator String The locator for the result set. Which can be used to retrieve the results with QueryResultsV2 stored procedure.

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QueryResultsV2

Fetches results for a query job once the job has completed processing.

Input

Name Type Description
JobId String The ID of the Bulk API V2 job whose results you want to retrieve.
Locator String An optional string token used for paginating through large result sets. Use this to retrieve subsequent segments of the query results.
MaxRecords String Specifies the maximum number of records to include in each result set. Useful for controlling memory usage or managing pagination.
FileName String Optional file name to use when saving the downloaded results locally. Used in combination with LocalPath.
LocalPath String The directory where the query results should be saved as a file. If not provided, the results are returned as in-memory data in the FileData output.
Encoding String Character encoding to apply to the output data. Common values include UTF-8 or ISO-8859-1.

The allowed values are NONE, BASE64.

The default value is BASE64.

Result Set Columns

Name Type Description
Success String Indicates whether the query result download completed successfully.
Locator String A token representing the current batch of query results. Use this to fetch additional results if more records remain.
FullPath String The full file path, including the name, where the query results were saved.
FileData String The raw content of the result file, returned as in-memory data if LocalPath is not specified.

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RefreshOAuthAccessToken

Refreshes an expired OAuth Access Token to maintain continuous authenticated access to Salesforce resources without requiring reauthorization from the user.

Input

Name Type Description
OAuthRefreshToken String The OAuth Refresh Token obtained during the initial authorization, used to request a new access token when the original has expired.

Result Set Columns

Name Type Description
Instance_Url String The base URL of the Salesforce instance that the new OAuth access token is valid for. This is used as the endpoint for subsequent API requests.
OAuthAccessToken String The newly issued OAuth Access Token, required for authenticating subsequent API requests.
Id String The Salesforce user ID associated with the OAuth access token.
Issued_At String The timestamp indicating when the new access token was issued.
Signature String A digital signature used to validate the authenticity of the access token.
ExpiresIn String The duration, in seconds, until the newly issued access token expires.

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Undelete

Restores records previously deleted and stored in Salesforce's Recycle Bin.

Input

Name Type Description
ID String The unique identifier of the deleted object to restore. Required if XML is not provided.
XML String An XML-formatted list of object IDs to restore. Use this to undelete multiple records in a single request. Required if ID is not specified.

Result Set Columns

Name Type Description
Success String Indicates whether the undelete operation was successful (true) or not (false).
ID String The ID or IDs of the objects that were successfully restored.

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UploadAttachment

Uploads an attachment and associates it with a specific Salesforce record.

Note: This procedure makes use of indexed parameters. Indexed parameters facilitate providing multiple instances a single parameter as inputs for the procedure.

Suppose there is an input parameter named Param#. To input multiple instances of an indexed parameter like this, execute:

EXEC ProcedureName Param#1 = "value1", Param#2 = "value2", Param#3 = "value3"

In the Input table below, indexed parameters are denoted with a '#' character at the end of their names.

Input

Name Type Description
ObjectId String The ID of the Salesforce object (such as an Account or Opportunity) to associate the uploaded file with. This field is required.
FullPath String The full file path of the document to upload from your local system. Required if Base64Data is not provided. Only one of FullPath or FolderPath should be specified per upload.
Base64Data String The full contents of the file, Base64-encoded. Required if FullPath is not provided. Useful for programmatic uploads without file system access.
FileName String The name to assign to the uploaded attachment. Required if using Base64Data. If using FullPath, the file name will be derived automatically if this is left blank.
FolderPath String Path to a folder containing multiple files to be batch uploaded. Either specify FolderPath or FullPath, not both.
Attachments String Accepts a temporary table name or an aggregate (JSON) containing multiple attachment records for batch uploading. Each row must include upload details such as ObjectId and FullPath or Base64Data.

Result Set Columns

Name Type Description
Id String The unique ID of the newly uploaded attachment in Salesforce.
Success Boolean Indicates whether the file upload succeeded (true) or failed (false).
FileIdentifier String Identifies the file for this result row. Contains the full file path when FullPath or FolderPath was used, or the file name when Base64Data or Content stream was used.
Errors String Error messages returned by Salesforce if the upload failed, including error codes and descriptions.

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UploadContentDocument

Uploads a document to Salesforce Content and associates it with relevant records.

Input

Name Type Description
FullPath String The full local path to the file to upload. Required if Base64Data is not provided. Only one of FullPath or FolderPath should be specified for a single operation.
Base64Data String Base64-encoded string representing the contents of the file. Required if FullPath is not specified. Useful for programmatic uploads without local file access.
FileExtension String The file extension that indicates the content type (such as PDF, TXT, or DOCX). Required when using Base64Data to define the file contents.
Title String The title to assign to the ContentDocument in Salesforce. If omitted, the file name from FullPath will be used. Required when uploading using Base64Data.
FolderPath String Path to a local folder containing multiple files to upload in batch. Only one of FolderPath or FullPath should be used per request.
Description String Optional text description for the ContentDocument. Maximum length is 255 characters.
LinkedObjectId String The ID of the Salesforce record to associate all uploaded files with. When specified, each uploaded file will be linked to this record via a ContentDocumentLink. Can also be set per file using the ObjectId column in the ContentDocuments aggregate.
ContentDocuments String Accepts a temporary table name or an aggregate (JSON) containing multiple ContentDocument records for batch uploading. Each row should contain fields such as FullPath or Base64Data.

Result Set Columns

Name Type Description
Id String The ID of the newly created content version record associated with the uploaded document.
ContentDocumentId String The ID of the ContentDocument object created from the uploaded file.
FileIdentifier String Identifies the file for this result row. Contains the full file path when FullPath or FolderPath was used, or the title when Base64Data or Content stream was used.
Success Boolean Indicates whether the file upload succeeded (true) or failed (false).
Errors String Error messages returned by Salesforce if the upload failed, including error codes and descriptions.

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UploadDocument

Uploads a document to Salesforce, making it available in the document repository.

Note: This procedure makes use of indexed parameters. Indexed parameters facilitate providing multiple instances a single parameter as inputs for the procedure.

Suppose there is an input parameter named Param#. To input multiple instances of an indexed parameter like this, execute:

EXEC ProcedureName Param#1 = "value1", Param#2 = "value2", Param#3 = "value3"

In the Input table below, indexed parameters are denoted with a '#' character at the end of their names.

Input

Name Type Description
FullPath String The full local path to the document to upload. Required if Base64Data is not provided. Only one of FullPath or FolderPath should be specified per upload operation.
Base64Data String Base64-encoded string representing the contents of the document. Required if FullPath is not provided. Enables uploading without relying on a local file path.
Name String The name to assign to the document in Salesforce. If not specified, the file name from FullPath is used. Required when uploading via Base64Data.
FolderId String The ID of the folder where the document will be stored. This field is required for all uploads.
FolderPath String Path to a local folder containing documents to be uploaded in batch. Only one of FolderPath or FullPath should be specified for a single operation.
Description String Optional description of the document. Limited to a maximum of 255 characters.
Documents String Accepts a temporary table name or an aggregate (JSON) containing multiple Document records for batch uploading. Each row should include inputs such as FullPath, Base64Data, or Name.

Result Set Columns

Name Type Description
Id String The ID of the document that was successfully uploaded to Salesforce.
FileIdentifier String Identifies the file for this result row. Contains the full file path when FullPath or FolderPath was used, or the file name when Base64Data or Content stream was used.
Success Boolean Indicates whether the file upload succeeded (true) or failed (false).
Errors String Error messages returned by Salesforce if the upload failed, including error codes and descriptions.

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UploadJobDataV2

Uploads a CSV file as job data for processing within Salesforce bulk operations.

Input

Name Type Description
ContentUrl String The Salesforce-generated URL used to upload job data for a bulk job. This URL is provided when the job is created and must be used while the job remains in Open state.
CSVFilePath String The full file path to the local CSV file containing the data to be uploaded to the job. Required if Content is not specified.

Result Set Columns

Name Type Description
Uploaded String Returns 'true' if the job data was successfully uploaded to Salesforce for processing.

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System Tables

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for Certinia:

Data Source Tables

The following tables return information about how to connect to and query the data source:

  • sys_connection_props: Returns information on the available connection properties.
  • sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries, including batch operations:

  • sys_identity: Returns information about batch operations or single updates.

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sys_catalogs

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name Type Description
CatalogName String The database name.

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sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name Type Description
CatalogName String The database name.
SchemaName String The schema name.

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sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name Type Description
CatalogName String The database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view.
TableType String The table type (table or view).
Description String A description of the table or view.
IsUpdateable Boolean Whether the table can be updated.
IsInsertable Boolean Whether the table can be inserted into.
IsDeleteable Boolean Whether rows can be deleted from the table.

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sys_tablecolumns

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Account table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName = 'Account' 

Columns

Name Type Description
CatalogName String The name of the database containing the table or view.
SchemaName String The schema containing the table or view.
TableName String The name of the table or view containing the column.
ColumnName String The column name.
DataTypeName String The data type name.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
Length Int32 The storage size of the column.
DisplaySize Int32 The designated column's normal maximum width in characters.
NumericPrecision Int32 The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale Int32 The column scale or number of digits to the right of the decimal point.
IsNullable Boolean Whether the column can contain null.
Description String A brief description of the column.
Ordinal Int32 The sequence number of the column.
IsAutoIncrement String Whether the column value is assigned in fixed increments.
IsGeneratedColumn String Whether the column is generated.
IsHidden Boolean Whether the column is hidden.
IsArray Boolean Whether the column is an array.
IsReadOnly Boolean Whether the column is read-only.
IsKey Boolean Indicates whether a field returned from sys_tablecolumns is the primary key of the table.
ColumnType String The role or classification of the column in the schema. Possible values include SYSTEM, LINKEDCOLUMN, NAVIGATIONKEY, REFERENCECOLUMN, and NAVIGATIONPARENTCOLUMN.
ColumnCapabilities Int32 A bit mask denoting the column's write capabilities. The value is the sum of the following: 1 if the column is required for INSERTs, 2 if the column is allowed for INSERTs, and 4 if the column is allowed for UPDATEs. A value of 0 indicates that the write capabilities of the column are unknown or that the column is read-only.

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sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name Type Description
CatalogName String The database containing the stored procedure.
SchemaName String The schema containing the stored procedure.
ProcedureName String The name of the stored procedure.
Description String A description of the stored procedure.
ProcedureType String The type of the procedure, such as PROCEDURE or FUNCTION.

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sys_procedureparameters

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the CreateJob stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'CreateJob' AND Direction = 1 OR Direction = 2

To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:

SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'CreateJob' AND IncludeResultColumns='True'

Columns

Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataType Int32 An integer indicating the data type. This value is determined at run time based on the environment.
DataTypeName String The name of the data type.
NumericPrecision Int32 The maximum precision for numeric data. The column length in characters for character and date-time data.
Length Int32 The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericScale Int32 The number of digits to the right of the decimal point in numeric data.
IsNullable Boolean Whether the parameter can contain null.
IsRequired Boolean Whether the parameter is required for execution of the procedure.
IsArray Boolean Whether the parameter is an array.
Description String The description of the parameter.
Ordinal Int32 The index of the parameter.
Values String The values you can set in this parameter are limited to those shown in this column. Possible values are comma-separated.
SupportsStreams Boolean Whether the parameter represents a file that you can pass as either a file path or a stream.
IsPath Boolean Whether the parameter is a target path for a schema creation operation.
Default String The value used for this parameter when no value is specified.
SpecificName String A label that, when multiple stored procedures have the same name, uniquely identifies each identically-named stored procedure. If there's only one procedure with a given name, its name is simply reflected here.
IsCDataProvided Boolean Whether the procedure is added/implemented by CData, as opposed to being a native Certinia procedure.

Pseudo-Columns

Name Type Description
IncludeResultColumns Boolean Whether the output should include columns from the result set in addition to parameters. Defaults to False.

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sys_keycolumns

Describes the primary and foreign keys.

The following query retrieves the primary key for the Account table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Account' 
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
IsKey Boolean Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey Boolean Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.

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sys_foreignkeys

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
PrimaryKeyName String The name of the primary key.
ForeignKeyName String The name of the foreign key.
ReferencedCatalogName String The database containing the primary key.
ReferencedSchemaName String The schema containing the primary key.
ReferencedTableName String The table containing the primary key.
ReferencedColumnName String The column name of the primary key.
ForeignKeyType String Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

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sys_primarykeys

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name Type Description
CatalogName String The name of the database containing the key.
SchemaName String The name of the schema containing the key.
TableName String The name of the table containing the key.
ColumnName String The name of the key column.
KeySeq String The sequence number of the primary key.
KeyName String The name of the primary key.

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sys_indexes

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name Type Description
CatalogName String The name of the database containing the index.
SchemaName String The name of the schema containing the index.
TableName String The name of the table containing the index.
IndexName String The index name.
ColumnName String The name of the column associated with the index.
IsUnique Boolean True if the index is unique. False otherwise.
IsPrimary Boolean True if the index is a primary key. False otherwise.
Type Int16 An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder String The sort order: A for ascending or D for descending.
OrdinalPosition Int16 The sequence number of the column in the index.

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sys_connection_props

Returns information on the available connection properties and those set in the connection string.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name Type Description
Name String The name of the connection property.
ShortDescription String A brief description.
Type String The data type of the connection property.
Default String The default value if one is not explicitly set.
Values String A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value String The value you set or a preconfigured default.
Required Boolean Whether the property is required to connect.
Category String The category of the connection property.
IsSessionProperty String Whether the property is a session property, used to save information about the current connection.
Sensitivity String The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName String A camel-cased truncated form of the connection property name.
Ordinal Int32 The index of the parameter.
CatOrdinal Int32 The index of the parameter category.
Hierarchy String Shows dependent properties associated that need to be set alongside this one.
Visible Boolean Informs whether the property is visible in the connection UI.
ETC String Various miscellaneous information about the property.

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sys_sqlinfo

Describes the SELECT query processing that the connector can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

NameDescriptionPossible Values
AGGREGATE_FUNCTIONSSupported aggregation functions.AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNTWhether COUNT function is supported.YES, NO
IDENTIFIER_QUOTE_OPEN_CHARThe opening character used to escape an identifier.[
IDENTIFIER_QUOTE_CLOSE_CHARThe closing character used to escape an identifier.]
SUPPORTED_OPERATORSA list of supported SQL operators.=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BYWhether GROUP BY is supported, and, if so, the degree of support.NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIESThe supported varieties of outer joins supported.NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINSWhether outer joins are supported.YES, NO
SUBQUERIESWhether subqueries are supported, and, if so, the degree of support.NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONSSupported string functions.LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONSSupported numeric functions.ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONSSupported date/time functions.NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLESIndicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNSA string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERNString value indicating what string is valid for an identifier.
SUPPORT_TRANSACTIONIndicates if the provider supports transactions such as commit and rollback.YES, NO
DIALECTIndicates the SQL dialect to use.
KEY_PROPERTIESIndicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMASIndicates if multiple schemas may exist for the provider.YES, NO
SUPPORTS_MULTIPLE_CATALOGSIndicates if multiple catalogs may exist for the provider.YES, NO
DATASYNCVERSIONThe CData Data Sync version needed to access this driver.Standard, Starter, Professional, Enterprise
DATASYNCCATEGORYThe CData Data Sync category of this driver.Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQLWhether enhanced SQL functionality beyond what is offered by the API is supported.TRUE, FALSE
SUPPORTS_BATCH_OPERATIONSWhether batch operations are supported.YES, NO
SQL_CAPAll supported SQL capabilities for this driver.SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONSA string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERYIndicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.YES, NO
PSEUDO_COLUMNSA string array indicating the available pseudo columns.
MERGE_ALWAYSIf the value is true, The Merge Mode is forcibly executed in Data Sync.TRUE, FALSE
REPLICATION_MIN_DATE_QUERYA select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTIONAllows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATEAllows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERYA select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTIONAllows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATEA list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTIDIndicates whether the CheckCache statement should be done against the parent key column.TRUE, FALSE
CREATE_SCHEMA_PROCEDURESIndicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name Type Description
NAME String A component of SQL syntax, or a capability that can be processed on the server.
VALUE String Detail on the supported SQL or SQL syntax.

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sys_identity

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name Type Description
Id String The database-generated Id returned from a data modification operation.
Batch String An identifier for the batch. 1 for a single operation.
Operation String The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message String SUCCESS or an error message if the update in the batch failed.

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sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

NameTypeDescription
ProductStringThe name of the product.
VersionStringThe version number of the product.
DatasourceStringThe name of the datasource the product connects to.
NodeIdStringThe unique identifier of the machine where the product is installed.
HelpURLStringThe URL to the product's help documentation.
LicenseStringThe license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
LocationStringThe file path location where the product's library is stored.
EnvironmentStringThe version of the environment or rumtine the product is currently running under.
DataSyncVersionStringThe tier of CData Sync required to use this connector.
DataSyncCategoryStringThe category of CData Sync functionality (e.g., Source, Destination).

CData Python Connector for Certinia

Data Type Mapping

The connector maps types from the data source to the corresponding data type available in the schema. The following table documents these mappings.

Data Type Mapping

Certinia UI FinancialForce API Type CData Schema
Auto Number string string
Lookup Relationship ID string
Master-Detail Relationship ID string
External Lookup Relationship ID string
Checkbox boolean bool
Currency double float
Date date date
Date/Time datetime datetime
Email string string
Geolocation Location* string
Number double float
Percent double float
Phone string string
Picklist string string
Picklist (Multi-Select) string string
Text string string
Text Area string string
Text Area (Long) string string
Text Area (Rich) string string
Text (Encrypted) string string
Time string string
URL string string

Note: Entries marked with an asterisk "*" indicate a structured data type containing latitude and longitude.

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Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeSpecifies the authentication method to use when connecting to Certinia.
UserSpecifies the authenticating user's user ID.
PasswordSpecifies the authenticating user's password.
SecurityTokenSpecifies the security token used to authenticate access to the Certinia account.
UseSandboxSpecifies whether the connection should be made to a Certinia sandbox environment rather than a production instance.
CredentialsLocationSpecifies the file path where the OKTA MFA token is stored for authentication.

Connection


PropertyDescription
APIVersionSpecifies the Salesforce API version to use for the connection.
LoginURLSpecifies the Certinia server URL used for authentication and login.

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeURLThe URL used for consuming the SAML response and exchanging it for service specific credentials.

BulkAPI


PropertyDescription
UseBulkAPISpecifies whether to use the asynchronous Bulk API or the synchronous SOAP API for reading and writing data in Certinia.
BulkAPIConcurrencyModeSpecifies the concurrency mode used when processing bulk rows with Certinia Bulk API v1.
BulkPollingIntervalSpecifies the time interval (in milliseconds) between requests that check the availability of a bulk process response.
BulkQueryTimeoutSpecifies the maximum time (in minutes) the provider waits for a bulk query response before timing out.
WaitForBulkResultsSpecifies whether the provider should wait for bulk operation results to complete when using the asynchronous Bulk API. Only applies when UseBulkAPI is set to true.
BulkAPIVersionSpecifies the Certinia Bulk API version to use for processing bulk queries and data operations.
PushEmptyValuesAsNullSpecifies whether empty values should be interpreted as empty strings or as NULL.
BulkUploadLimitSpecifies the maximum file size (in MB) that can be uploaded using Salesforce Bulk API v2.

OAuth


PropertyDescription
InitiateOAuthSpecifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
OAuthAccessTokenSpecifies the OAuth access token used to authenticate requests to the data source. This token is issued by the authorization server after a successful OAuth exchange.
OAuthSettingsLocationSpecifies the location of the settings file where OAuth values are saved.
CallbackURLIdentifies the URL users return to after authenticating to Certinia via OAuth (Custom OAuth applications only).
ScopeSpecifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.
OAuthServerURLSpecifies the OAuth server URL used during the authentication process.
OAuthVerifierSpecifies a verifier code returned from the OAuthAuthorizationURL . Used when authenticating to OAuth on a headless server, where a browser can't be launched. Requires both OAuthSettingsLocation and OAuthVerifier to be set.
PKCEVerifierThe PKCE code verifier generated from executing the GetOAuthAuthorizationUrl stored procedure for PKCE authentication schemes.
OAuthRefreshTokenSpecifies the OAuth refresh token used to request a new access token after the original has expired.
OAuthExpiresInSpecifies the duration in seconds, of an OAuth Access Token's lifetime. The token can be reissued to keep access alive as long as the user keeps working.
OAuthTokenTimestampDisplays a Unix epoch timestamp in milliseconds that shows how long ago the current access token was created.

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogfileSpecifies the file path to the log file where the provider records its activities, such as authentication, query execution, and connection details.
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
MaxLogFileSizeSpecifies the maximum size of a single log file in bytes. For example, '10 MB'. When the file reaches the limit, the provider creates a new log file with the date and time appended to the name.
MaxLogFileCountSpecifies the maximum number of log files the provider retains. When the limit is reached, the oldest log file is deleted to make space for a new one.

Schema


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Caching


PropertyDescription
AutoCacheSpecifies whether the content of tables targeted by SELECT queries is automatically cached to the specified cache database.
CacheProviderThe namespace of an ADO.NET provider. The specified provider is used as the target database for all caching operations.
CacheDriverThe driver class of a JDBC driver. The specified driver is used to connect to the target database for all caching operations.
CacheConnectionSpecifies the connection string for the specified cache database.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceNotes the tolerance, in seconds, for stale data in the specified cache database. Requires AutoCache to be set to True.
OfflineGets the data from the specified cache database instead of live Certinia data.
CacheMetadataDetermines whether the provider caches table metadata to a file-based cache database.

Miscellaneous


PropertyDescription
AllOrNoneSpecifies whether all insert, update, or delete operations in a request should fail if any individual record fails.
ArchiveModeSpecifies whether to include deleted and archived records in standard SELECT queries.
ContinueOnAlterExceptionSpecifies whether the provider should continue executing subsequent ALTER statements after one fails.
ExposeConceptualEntitiesSpecifies whether Certinia Record Types should be exposed as separate tables.
FilterScopeSpecifies an optional scope to limit the records returned in queries using Salesforce's USING SCOPE keyword.
IncludeItemURLBoolean determining if the ItemURL column should be exposed for every table.
IncludeMetadataDescriptionSpecifies whether to retrieve descriptions for columns, tables, or both from the Salesforce Metadata API.
IncludeReportsSpecifies whether Certinia Reports should be exposed as views in the schema.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
NullBooleanBehaviorThis property determines how the NULL values should be treated for the Boolean columns.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
QueryPassthroughSpecifies whether to allow SOQL queries to be passed directly to Salesforce instead of translating SQL queries into SOQL.
ReadonlyToggles read-only access to Certinia from the provider.
RemoveBOMCharacterSpecifies whether the provider should remove the Byte Order Mark (BOM) character (0xFEFF) from content.
RemovePrivateCharSpecifies whether to replace private use characters with a '?' character in the retrieved content.
ReplaceInvalidUTF8CharsSpecifies whether to replace invalid UTF-8 characters in the content with a '?' character.
ReportExactPicklistLengthSpecifies whether to report the exact length of picklist fields as defined in Certinia, or to report them with a default length of 255.
RTKSpecifies the runtime key for licensing the provider. If unset or invalid, the provider defaults to the standard licensing method. This property is only required in environments where the standard licensing method is unsupported or requires a runtime key.
ServerSideAggregationSpecifies whether aggregation operations such as SUM, COUNT, and GROUP BY should be performed on the Certinia server or handled by the client.
SessionTimeoutSpecifies the duration, in minutes, for which a Certinia login session is reused before expiring.
SkipFormulaFieldsSpecifies whether formula fields should be excluded when listing columns for Certinia objects.
SkipPickListTranslationSpecifies a comma-separated list of columns for which picklist translation should be skipped when retrieving data.
SortColumnsSpecifies whether table columns should be sorted alphabetically by name or reported in the order provided by Certinia.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
TranslatePickListFieldsSpecifies whether picklist field values should be translated into the language of the currently authenticated Certinia user.
UseDisplayNamesSpecifies whether to use display names for columns instead of their API names when listing metadata and querying data.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
UseToolingAPISpecifies whether to use the Certinia Tooling API for retrieving and modifying metadata and development-related objects.
CData Python Connector for Certinia

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeSpecifies the authentication method to use when connecting to Certinia.
UserSpecifies the authenticating user's user ID.
PasswordSpecifies the authenticating user's password.
SecurityTokenSpecifies the security token used to authenticate access to the Certinia account.
UseSandboxSpecifies whether the connection should be made to a Certinia sandbox environment rather than a production instance.
CredentialsLocationSpecifies the file path where the OKTA MFA token is stored for authentication.
CData Python Connector for Certinia

AuthScheme

Specifies the authentication method to use when connecting to Certinia.

Possible Values

Basic, OAuth, OAuthClient, OAuthPassword, OAuthJWT, OAuthPKCE, OneLogin, PingFederate, OKTA, ADFS, AzureAD

Data Type

string

Default Value

"OAuthPKCE"

Remarks

Certinia supports multiple authentication methods. The correct value depends on the authentication flow your organization uses.

  • Basic: Deprecated and unsupported in API versions 65.0 and later. To use Basic Authentication, set APIVersion to 64.0 or lower. Switching to a supported authentication scheme is recommended. Set this to use Basic user/password authentication.
  • OAuth: Set this to perform OAuth with the code grant type. This authentication method requires the use of a custom OAuth application, which you can create using the procedure in Creating a Custom OAuth App.
  • OAuthClient: Set this to perform OAuth with the client grant type.
  • OAuthPassword: Set this to perform OAuth with the password grant type.
  • OAuthJWT: Set this to perform OAuth authentication with a JWT certificate. Requires the following additional connection properties. [OAuthJWTCert,/OAuthJWTCertType/OAuthJWTCertPassword/OAuthJWTCertSubject/OAuthJWTIssuer/OAuthJWTSubject]
  • OAuthPKCE: Set this to use Proof Key of Code Exchange(PKCE) extension of the standard OAuth2 flow. Either set your own PKCEVerifier or the driver will automatically generate one for you.
  • OneLogin: Set this to perform SSO authentication through OneLogin. All identity providers require the following common connection properties. [SSOLoginURL/SSOExchangeURL]
  • PingFederate: Set this to perform SSO authentication through PingFederate. All identity providers require the following common connection properties. [SSOLoginURL/SSOExchangeURL]
  • OKTA: Set this to perform SSO authentication through OKTA. All identity providers require the following common connection properties. [SSOLoginURL/SSOExchangeURL]
  • ADFS: Set this to perform SSO authentication through ADFS. All identity providers require the following common connection properties. [SSOLoginURL/SSOExchangeURL]
  • AzureAD: Set this to perform SSO authentication through AzureAD. Please see the connection property SSOProperties for more information.

CData Python Connector for Certinia

User

Specifies the authenticating user's user ID.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

CData Python Connector for Certinia

Password

Specifies the authenticating user's password.

Data Type

string

Default Value

""

Remarks

The authenticating server requires both User and Password to validate the user's identity.

CData Python Connector for Certinia

SecurityToken

Specifies the security token used to authenticate access to the Certinia account.

Data Type

string

Default Value

""

Remarks

When using Basic or OAuthPassword authentication, Certinia may require a security token in addition to the user’s password. This token is an additional security measure, typically used when logging in from untrusted IP addresses or outside of the trusted IP ranges configured in Certinia.

To obtain a security token, log in to Certinia, navigate to Settings > My Personal Information > Reset My Security Token, and request a new token. The token is sent to your registered email address. If your password is reset, you also need to reset and retrieve a new security token.

This property is only needed if your IP address is not within the Trusted IP range defined in Certinia or if your organization enforces security token requirements.

This property is useful for securely connecting to Certinia from untrusted networks or when using Basic authentication methods that require additional verification.

CData Python Connector for Certinia

UseSandbox

Specifies whether the connection should be made to a Certinia sandbox environment rather than a production instance.

Data Type

bool

Default Value

false

Remarks

When UseSandbox is set to true, the connector connects to a Certinia sandbox account, which is a testing and development environment separate from your production data. To authenticate correctly, you must also append the sandbox name to your username. For example, if your username is user and the sandbox name is sandbox, you should specify the User property as user.sandbox.

Certinia sandbox environments are commonly used for development, staging, or testing without impacting production data. This property ensures that the connection is directed to the correct environment and endpoint. There are no direct performance impacts from setting this property, but sandbox environments may have different API limits or resource availability compared to production. Also, sandbox metadata and data may not be fully up-to-date with production unless a recent refresh has occurred. This property is useful for developers, testers, and administrators who need to safely test queries, operations, and integrations without affecting live production data.

CData Python Connector for Certinia

CredentialsLocation

Specifies the file path where the OKTA MFA token is stored for authentication.

Data Type

string

Default Value

"%APPDATA%\\CData\\FinancialForce Data Provider\\CredentialsFile.txt"

Remarks

When using OKTA MFA authentication, the retrieved token is short-lived and typically expires after two hours. Once expired, the connector requests a new MFA passcode, requiring a refreshed connection.

This property defines where the token is saved and read from to persist authentication across connections. By default, the token is stored at: "%APPDATA%\\CData\\Salesforce Data Provider\\CredentialsFile.txt". The %APPDATA% variable resolves to different system locations depending on your operating system:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

Setting a custom credentials location can be useful for managing authentication across multiple environments or securing tokens in a controlled directory. However, ensure that the file is accessible to the driver and is not inadvertently deleted between sessions.

CData Python Connector for Certinia

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.


PropertyDescription
APIVersionSpecifies the Salesforce API version to use for the connection.
LoginURLSpecifies the Certinia server URL used for authentication and login.
CData Python Connector for Certinia

APIVersion

Specifies the Salesforce API version to use for the connection.

Data Type

string

Default Value

"66.0"

Remarks

This property allows you to override the default version if needed.

Ensure that the specified API version is supported by Certinia. Using an unsupported version may result in errors or unexpected behavior.

CData Python Connector for Certinia

LoginURL

Specifies the Certinia server URL used for authentication and login.

Data Type

string

Default Value

""

Remarks

This property defines the authentication endpoint used when logging into Certinia. By default, the connector connects to Salesforce's standard SOAP API login URL: https://login.salesforce.com/services/Soap/c/62.0

Modify this value if:

  • Your organization uses a custom Certinia domain (My Domain) for authentication.
  • Login from the standard endpoint (https://login.salesforce.com) is restricted by a login policy.
  • Your organization requires a specific regional or compliance-based login endpoint.

Note: To connect to a standard sandbox environment, use the UseSandbox property. This automatically routes login attempts to the sandbox login endpoint (https://test.salesforce.com), and LoginURL does not need to be set manually unless your organization enforces domain-specific login policies.

Incorrect URL settings may prevent authentication, so it is important to verify that the specified login endpoint is valid for your Certinia instance. If using Single Sign-On (SSO), the login URL must match the configuration of the identity provider. Organizations that frequently switch between sandbox and production environments should update this property accordingly to avoid connection issues.

This property is useful for organizations that require custom authentication endpoints, such as those using Certinia Sandboxes, Government Cloud, or regional data centers.

CData Python Connector for Certinia

SSO

This section provides a complete list of the SSO properties you can configure in the connection string for this provider.


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeURLThe URL used for consuming the SAML response and exchanging it for service specific credentials.
CData Python Connector for Certinia

SSOLoginURL

The identity provider's login URL.

Data Type

string

Default Value

""

Remarks

The identity provider's login URL.

CData Python Connector for Certinia

SSOProperties

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

Data Type

string

Default Value

""

Remarks

Additional properties required to connect to the identity provider, formatted as a semicolon-separated list.

This is used with the SSOLoginURL.

SSO configuration is discussed further in Establishing a Connection.

CData Python Connector for Certinia

SSOExchangeURL

The URL used for consuming the SAML response and exchanging it for service specific credentials.

Data Type

string

Default Value

""

Remarks

The CData Python Connector for Certinia will use the URL specified here to consume a SAML response and exchange it for service specific credentials. The retrieved credentials are the final piece during the SSO connection that are used to communicate with Certinia.

CData Python Connector for Certinia

BulkAPI

This section provides a complete list of the BulkAPI properties you can configure in the connection string for this provider.


PropertyDescription
UseBulkAPISpecifies whether to use the asynchronous Bulk API or the synchronous SOAP API for reading and writing data in Certinia.
BulkAPIConcurrencyModeSpecifies the concurrency mode used when processing bulk rows with Certinia Bulk API v1.
BulkPollingIntervalSpecifies the time interval (in milliseconds) between requests that check the availability of a bulk process response.
BulkQueryTimeoutSpecifies the maximum time (in minutes) the provider waits for a bulk query response before timing out.
WaitForBulkResultsSpecifies whether the provider should wait for bulk operation results to complete when using the asynchronous Bulk API. Only applies when UseBulkAPI is set to true.
BulkAPIVersionSpecifies the Certinia Bulk API version to use for processing bulk queries and data operations.
PushEmptyValuesAsNullSpecifies whether empty values should be interpreted as empty strings or as NULL.
BulkUploadLimitSpecifies the maximum file size (in MB) that can be uploaded using Salesforce Bulk API v2.
CData Python Connector for Certinia

UseBulkAPI

Specifies whether to use the asynchronous Bulk API or the synchronous SOAP API for reading and writing data in Certinia.

Data Type

bool

Default Value

false

Remarks

When UseBulkAPI is set to true, the connector uses Salesforce’s Bulk API for both reads and writes. For reads, the connector creates bulk query jobs and begins returning results as they become available. Queries that contain JOINs or aggregations are not supported by the Bulk API, so the connector automatically falls back to the SOAP API.

For writes, up to 10,000 records per batch can be sent. These requests are asynchronous, meaning the connector does not wait for Certinia to fully process the operation. You can monitor the status of these jobs using the temporary system table. For example: SELECT * FROM Info#TEMP

This query returns job and batch IDs. These IDs can be used with GetJob, GetBatch, and GetBatchResults to track the job’s progress.

When UseBulkAPI is set to false, the connector uses the SOAP API for reads and writes. In this mode, batch processing is still supported for writes, but the results are returned synchronously.

The Bulk API is optimized for processing large data sets asynchronously, making it well-suited for high-volume imports and exports. However, it does not support complex queries that involve joins or aggregations, requiring fallback to the SOAP API. For writes, the Bulk API allows efficient handling of large record volumes, but its asynchronous nature means job monitoring is required. The SOAP API provides immediate feedback on operations and is more suitable for smaller transactions.

This property is useful for large-scale data operations where asynchronous processing is acceptable or preferred.

CData Python Connector for Certinia

BulkAPIConcurrencyMode

Specifies the concurrency mode used when processing bulk rows with Certinia Bulk API v1.

Possible Values

Serial, Parallel

Data Type

string

Default Value

"Serial"

Remarks

Certinia Bulk API v1 supports two concurrency modes for handling bulk data operations. Setting BulkAPIConcurrencyMode to Serial ensures that batches are processed sequentially, which can prevent record-locking issues when working with related records. However, this can slow down performance, especially when processing large datasets.

Using Parallel allows multiple batches to be processed simultaneously, significantly improving throughput. However, Certinia enforces record locking, meaning that parallel operations attempting to update related records may result in errors due to conflicts.

Performance Considerations

Processing bulk data efficiently is critical for high-throughput applications. If your workload involves independent records, enabling Parallel mode can significantly speed up processing. However, if your operations involve updates to related records, using Serial mode can help prevent locking issues.

This property is useful when optimizing bulk operations based on your data structure and processing needs. Choosing the right setting can reduce API request times and improve overall system performance.

This property applies only when Bulk API v1 is enabled. Bulk API v2 does not support this setting, as it handles concurrency automatically.

CData Python Connector for Certinia

BulkPollingInterval

Specifies the time interval (in milliseconds) between requests that check the availability of a bulk process response.

Data Type

string

Default Value

"500"

Remarks

This property determines the polling frequency, controlling how often the connector sends a request to check the job status. Lower values increase polling frequency, while higher values reduce API calls but may introduce delays in retrieving query results. When UseBulkAPI is set to true, the connector submits asynchronous jobs to Certinia for both bulk query operations (such as SELECT statements) and bulk ingest operations (such as INSERT, UPDATE, or DELETE). The connector then polls the Certinia server at regular intervals to check if the results are ready. Polling is performed for query and ingest responses only when WaitForBulkResults is set to true.

Performance Considerations

Frequent polling (lower values) may result in faster query execution but can increase API usage. A higher polling interval reduces API requests but may lead to slower response times if the query completes and polling is delayed.

This property is useful when fine-tuning performance vs. API consumption when executing bulk queries in Certinia. Adjusting this setting based on query size and API rate limits can help optimize performance.

This setting applies only when Certinia Bulk API is used.

CData Python Connector for Certinia

BulkQueryTimeout

Specifies the maximum time (in minutes) the provider waits for a bulk query response before timing out.

Data Type

string

Default Value

"25"

Remarks

When UseBulkAPI is set to true, the connector submits SELECT queries as asynchronous jobs in Certinia. The connector then polls Certinia at regular intervals to check if the results are ready.

This property controls the total amount of time the connector waits for the bulk query to complete before timing out. If the query takes longer than this duration, the connection fails with a timeout error. A longer BulkQueryTimeout allows Certinia more time to process large or complex queries, reducing the chance of failure due to timeouts. However, setting this value too high may cause long waits for queries that are unlikely to complete successfully.

This property is different from Timeout, which applies to all connection requests and governs inactivity rather than the execution time of a bulk query.

This property is useful when dealing with large datasets or slow-running queries in Certinia Bulk API. Adjusting this value can help balance query success rates and timeout handling based on expected execution time.

This setting applies only when Certinia Bulk API is used.

CData Python Connector for Certinia

WaitForBulkResults

Specifies whether the provider should wait for bulk operation results to complete when using the asynchronous Bulk API. Only applies when UseBulkAPI is set to true.

Data Type

bool

Default Value

false

Remarks

When WaitForBulkResults is set to false, the connector submits bulk data modification operations to Certinia and returns control immediately without waiting for the job to finish processing. This results in faster execution, but result details are not yet available. In this case, the Info#TEMP table contains information about the created batch or job which you can use with stored procedures to manually retrieve the final results.

When WaitForBulkResults is set to true, the connector waits for Certinia to finish processing each bulk operation before returning. This enables the LastResultInfo#TEMP table to include detailed information about each affected row, such as IDs, status values, and any error messages, without requiring additional queries.

Retrieving Results

The job and batch IDs found in either Info#TEMP or LastResultInfo#TEMP can be used with stored procedures to retrieve detailed job and batch results:

Performance Considerations

Choosing not to wait for results reduces execution time and allows your application to continue sooner, but requires additional follow-up steps to track success or failure. Enabling this property introduces more processing time, but provides detailed results in a single operation.

This property is useful for balancing speed versus detailed operational insight in bulk data modification workflows.

CData Python Connector for Certinia

BulkAPIVersion

Specifies the Certinia Bulk API version to use for processing bulk queries and data operations.

Possible Values

v1, v2

Data Type

string

Default Value

"v1"

Remarks

Certinia offers two versions of the Bulk API, each optimized for different use cases.

  • Bulk API v1 offers more detailed control over how records are processed in batches. It can be a better fit for performance-sensitive scenarios or advanced workflows.
  • Bulk API v2 simplifies bulk operations by automatically handling batch processing and error management. It is recommended for most standard use cases.

Performance Considerations

For Certinia API versions 62.0 and later, v2 is generally recommended due to its more consistent design, stronger integration with the broader Certinia API ecosystem, and reduced API consumption. Using v2 may reduce the need for manual optimizations, making it a good choice for most standard bulk operations. However, for large-scale or performance-critical workflows, v1 offers greater flexibility in controlling batch processing and error handling.

CData Python Connector for Certinia

PushEmptyValuesAsNull

Specifies whether empty values should be interpreted as empty strings or as NULL.

Data Type

bool

Default Value

true

Remarks

This setting only affects SELECT statements when UseBulkAPI is set to true and BulkAPIVersion is set to v2.

By default, the connector pushes empty values returned from the BULK V2 API query operation as NULL. When PushEmptyValuesAsNull is set to false, empty values are instead pushed as an empty string for VARCHAR columns, 0 for numeric fields, and NULL for date fields.

CData Python Connector for Certinia

BulkUploadLimit

Specifies the maximum file size (in MB) that can be uploaded using Salesforce Bulk API v2.

Data Type

int

Default Value

100

Remarks

When UseBulkAPI is set to true, this property defines the maximum file size allowed for ingestion via Certinia Bulk API v2. Certinia enforces a maximum upload size of 100 MB, which is the default value for this setting. Exceeding this limit may result in errors or failed operations. In most cases, this value does not need to be changed. However, it can be adjusted to a lower value if needed. For example, to reduce job size or manage network constraints.

Performance Considerations

This property ensures compliance with Salesforce’s bulk upload limits. Attempting to upload files larger than 100 MB will result in failures. If you encounter timeouts or errors with large uploads, consider reducing the file size or breaking the data into smaller chunks to improve reliability and avoid exceeding API rate or processing limits.

This property is useful when managing bulk data ingestion, helping ensure compatibility with Salesforce's file size constraints and maintaining efficient processing for large datasets.

This setting applies only when Certinia Bulk API v2 is used.

CData Python Connector for Certinia

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
InitiateOAuthSpecifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
OAuthAccessTokenSpecifies the OAuth access token used to authenticate requests to the data source. This token is issued by the authorization server after a successful OAuth exchange.
OAuthSettingsLocationSpecifies the location of the settings file where OAuth values are saved.
CallbackURLIdentifies the URL users return to after authenticating to Certinia via OAuth (Custom OAuth applications only).
ScopeSpecifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.
OAuthServerURLSpecifies the OAuth server URL used during the authentication process.
OAuthVerifierSpecifies a verifier code returned from the OAuthAuthorizationURL . Used when authenticating to OAuth on a headless server, where a browser can't be launched. Requires both OAuthSettingsLocation and OAuthVerifier to be set.
PKCEVerifierThe PKCE code verifier generated from executing the GetOAuthAuthorizationUrl stored procedure for PKCE authentication schemes.
OAuthRefreshTokenSpecifies the OAuth refresh token used to request a new access token after the original has expired.
OAuthExpiresInSpecifies the duration in seconds, of an OAuth Access Token's lifetime. The token can be reissued to keep access alive as long as the user keeps working.
OAuthTokenTimestampDisplays a Unix epoch timestamp in milliseconds that shows how long ago the current access token was created.
CData Python Connector for Certinia

InitiateOAuth

Specifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.

Possible Values

OFF, REFRESH, GETANDREFRESH

Data Type

string

Default Value

"OFF"

Remarks

OAuth is an authorization framework that enables applications to obtain limited access to user accounts on an HTTP service. The OAuth flow defines the method to be used for:

  • Logging in users.
  • Exchanging user credentials for an OAuth access token to be used for authentication.
  • Providing limited access to applications.

The options for initiating and maintaining OAuth access are named for the parts of that flow that the connector handles:

OFF The connector provides no automatic OAuth flow initiation. The OAuth flow is handled entirely by the user.
This means that the user must refresh the token manually, and reconnect with an updated OAuthAccessToken property when the current token expires.
GETANDREFRESH The connector handles the entire OAuth flow (both GET and REFRESH). This means that if a token already exists, the connector refreshes it when necessary; if no token currently exists, the connector obtains it by prompting the user to login.
REFRESH The user obtains the OAuth Access Token and sets up the sequence for refreshing the OAuth Access Token. (The user is never prompted to log in to authenticate.) After the user logs in, the connector handles the refresh of the OAuth Access Token.

For more information on how to set up OAuth and use this property when configuring a connection, see Establishing a Connection.

CData Python Connector for Certinia

OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Data Type

string

Default Value

""

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the connector and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

CData Python Connector for Certinia

OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Data Type

string

Default Value

""

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

CData Python Connector for Certinia

OAuthAccessToken

Specifies the OAuth access token used to authenticate requests to the data source. This token is issued by the authorization server after a successful OAuth exchange.

Data Type

string

Default Value

""

Remarks

OAuthAccessToken is a temporary credential that authorizes access to protected resources. It is typically returned by the identity provider after the user or client application completes an OAuth authentication flow. This property is most commonly used in automated workflows or custom OAuth implementations where you want to manage token handling outside of the driver.

The OAuth access token has a server-dependent timeout, limiting user access. The timeout is set using the OAuthExpiresIn property. However, it can be reissued between requests to keep access alive as long as the user keeps working.

If InitiateOAuth is set to REFRESH, we recommend that you also set both OAuthExpiresIn and OAuthTokenTimestamp. The connector uses these properties to determine when the token expires so it can refresh most efficiently. If OAuthExpiresIn and OAuthTokenTimestamp are not specified, the connector refreshes the token immediately.

Note: Access tokens should be treated as sensitive credentials and stored securely. Avoid exposing them in logs, scripts, or configuration files that are not access-controlled.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

CData Python Connector for Certinia

OAuthSettingsLocation

Specifies the location of the settings file where OAuth values are saved.

Data Type

string

Default Value

"%APPDATA%\\CData\\FinancialForce Data Provider\\OAuthSettings.txt"

Remarks

Storing OAuth settings in a central location avoids the need for users to enter OAuth connection properties manually each time they log in. It also enables credentials to be shared across connections or processes.

You can store OAuth values in a central file for shared access to those values, in either of the following ways:

  • Set InitiateOAuth to either GETANDREFRESH or REFRESH and specify a filepath to the OAuth settings file.
  • Use memory storage to load the credentials into static memory.

The following sections provide more detail on each of these methods.

Specifying the OAuthSettingsLocation Filepath

The default OAuth setting location is %APPDATA%\\CData\\FinancialForce Data Provider\\OAuthSettings.txt, with %APPDATA% set to the user's configuration directory. Default values vary, depending on the user's operating system.

  • Windows (ODBC and Power BI): registry://%DSN%
  • Windows: %APPDATA%CDataFinancialForce Data Provider\OAuthSettings.txt
  • Mac: %APPDATA%/CData/FinancialForce Data Provider/OAuthSettings.txt
  • Linux: %APPDATA%/CData/FinancialForce Data Provider/OAuthSettings.txt

Loading Credentials Via Memory Storage

Memory locations are specified by using a value starting with memory://, followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose, but it should be unique to the user.

Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again.

To retrieve OAuth property values, query the sys_connection_props system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.

Supported Storage Types

  • memory://: Stores OAuth tokens in-memory (unique identifier, shared within same process, etc.)
  • registry://: Only supported in the Windows ODBC and Power BI editions. Stores OAuth tokens in the registry under the DSN settings. Must end in a DSN name like registry://CData Python Connector for Certinia Data Source, or registry://%DSN%.
  • %DSN%: The name of the DSN you are connecting with.
  • Default (no prefix): Stores OAuth tokens within files. The value can be either an absolute path, or a path starting with %APPDATA% or %PROGRAMFILES%.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

CData Python Connector for Certinia

CallbackURL

Identifies the URL users return to after authenticating to Certinia via OAuth (Custom OAuth applications only).

Data Type

string

Default Value

"http://localhost:33333"

Remarks

If you created a custom OAuth application, the OAuth authorization server redirects the user to this URL during the authentication process. This value must match the callback URL you specified when you configured the custom OAuth application.

CData Python Connector for Certinia

Scope

Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.

Data Type

string

Default Value

""

Remarks

Scopes are set to define what kind of access the authenticating user will have; for example, read, read and write, restricted access to sensitive information. System administrators can use scopes to selectively enable access by functionality or security clearance.

When InitiateOAuth is set to GETANDREFRESH, you must use this property if you want to change which scopes are requested.

When InitiateOAuth is set to either REFRESH or OFF, you can change which scopes are requested using either this property or the Scope input.

CData Python Connector for Certinia

OAuthServerURL

Specifies the OAuth server URL used during the authentication process.

Data Type

string

Default Value

""

Remarks

When authenticating with OAuth, the connector uses this property to direct authentication requests. In most cases, the connector automatically retrieves this value, and there is no need to set it manually.

When using OAuth authentication, do not specify User, Password, or SecurityToken properties. OAuth credentials and tokens are used instead.

In most configurations, the connector automatically determines the OAuth server URL. This property is not required in typical OAuth setups and is only needed in special cases such as custom domains or government endpoints. However, for organizations that rely on custom authentication endpoints or have specific OAuth infrastructure setups, manually specifying this property ensures connections are routed correctly.

This property is useful when authenticating via OAuth and connecting through a custom Certinia login endpoint or when troubleshooting environments with unique OAuth configurations.

CData Python Connector for Certinia

OAuthVerifier

Specifies a verifier code returned from the OAuthAuthorizationURL . Used when authenticating to OAuth on a headless server, where a browser can't be launched. Requires both OAuthSettingsLocation and OAuthVerifier to be set.

Data Type

string

Default Value

""

Remarks

For detailed instructions about how to obtain the OAuthVerifier value, see Establishing a Connection.

CData Python Connector for Certinia

PKCEVerifier

The PKCE code verifier generated from executing the GetOAuthAuthorizationUrl stored procedure for PKCE authentication schemes.

Data Type

string

Default Value

""

Remarks

The Proof Key for Code Exchange code verifier generated from executing the GetOAuthAuthorizationUrl stored procedure for PKCE authentication schemes. This can be used on systems where a browser cannot be launched such as headless systems.

Authentication on Headless Machines

See Establishing a Connection to obtain the PKCEVerifier value.

Set OAuthSettingsLocation along with OAuthVerifier and PKCEVerifier. When you connect, the connector exchanges the OAuthVerifier and PKCEVerifier for the OAuth authentication tokens and saves them, encrypted, to the specified location. Set InitiateOAuth to GETANDREFRESH to automate the exchange.

Once the OAuth settings file has been generated, you can remove OAuthVerifier and PKCEVerifier from the connection properties and connect with OAuthSettingsLocation set.

To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.

CData Python Connector for Certinia

OAuthRefreshToken

Specifies the OAuth refresh token used to request a new access token after the original has expired.

Data Type

string

Default Value

""

Remarks

The refresh token is used to obtain a new access token when the current one expires. It enables seamless authentication for long-running or automated workflows without requiring the user to log in again. This property is especially important in headless, CI/CD, or server-based environments where interactive authentication is not possible.

The refresh token is typically obtained during the initial OAuth exchange by calling the GetOAuthAccessToken stored procedure. After that, it can be set using this property to enable automatic token refresh, or passed to the RefreshOAuthAccessTokenproc; stored procedure if you prefer to manage the refresh manually.

When InitiateOAuth is set to REFRESH, the driver uses this token to retrieve a new access token automatically. After the first refresh, the driver saves updated tokens in the location defined by OAuthSettingsLocation, and uses those values for subsequent connections.

Note: The OAuthRefreshToken should be handled securely and stored in a trusted location. Like access tokens, refresh tokens can expire or be revoked depending on the identity provider’s policies.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

CData Python Connector for Certinia

OAuthExpiresIn

Specifies the duration in seconds, of an OAuth Access Token's lifetime. The token can be reissued to keep access alive as long as the user keeps working.

Data Type

string

Default Value

""

Remarks

The OAuth Access Token is assigned to an authenticated user, granting that user access to the network for a specified period of time. The access token is used in place of the user's login ID and password, which stay on the server.

An access token created by the server is only valid for a limited time. OAuthExpiresIn is the number of seconds the token is valid from when it was created. For example, a token generated at 2024-01-29 20:00:00 UTC that expires at 2024-01-29 21:00:00 UTC (an hour later) would have an OAuthExpiresIn value of 3600, no matter what the current time is.

To determine how long the user has before the Access Token will expire, check OAuthTokenTimestamp.

CData Python Connector for Certinia

OAuthTokenTimestamp

Displays a Unix epoch timestamp in milliseconds that shows how long ago the current access token was created.

Data Type

string

Default Value

""

Remarks

The OAuth access token is assigned to an authenticated user, granting that user access to the network for a specified period of time. The access token is used in place of the user's login ID and password, which stay on the server.

An access token created by the server is only valid for a limited time. OAuthTokenTimestamp is the Unix timestamp when the server created the token. For example, OAuthTokenTimestamp=1706558400 indicates the OAuthAccessToken was generated by the server at 2024-01-29 20:00:00 UTC.

CData Python Connector for Certinia

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
CData Python Connector for Certinia

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

CData Python Connector for Certinia

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
CData Python Connector for Certinia

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Possible Values

NONE, TUNNEL, SOCKS4, SOCKS5

Data Type

string

Default Value

"NONE"

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the connector connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.

Protocol Default Port Description
TUNNEL 80 The port where the connector opens a connection to Certinia. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the connector opens a connection to Certinia. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5 1080 The port where the connector sends data to Certinia. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

CData Python Connector for Certinia

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Data Type

string

Default Value

""

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

CData Python Connector for Certinia

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Data Type

int

Default Value

0

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

CData Python Connector for Certinia

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Data Type

string

Default Value

""

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

CData Python Connector for Certinia

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Data Type

string

Default Value

""

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

CData Python Connector for Certinia

Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
CData Python Connector for Certinia

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Data Type

bool

Default Value

true

Remarks

When this connection property is set to True, the connector checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the connector to connect to a specific proxy server, set ProxyAutoDetect to False.

On Windows, the connector reads the proxy settings from the Internet Options in the registry, specifically the registry key HKCU\SOFTWARE\Microsoft\Windows\CurrentVersion\Internet Settings\. On Windows 10 and later, this corresponds to the Proxy Settings found in the Windows Settings.

Note that these settings apply only to the current user of the machine. If you're running an application as a service, the connector does not read your own user's settings. You must instead manually supply the proxy settings in the connector's connection properties.

On Mac, the connector reads proxy settings from the system-configured CFNetwork settings.

On Linux, this property is unsupported, and is set to False by default.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

CData Python Connector for Certinia

ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Data Type

string

Default Value

""

Remarks

The connector only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the connector instead routes HTTP traffic through the proxy server specified in your system proxy settings.

CData Python Connector for Certinia

ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Data Type

int

Default Value

80

Remarks

The connector only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the connector instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

CData Python Connector for Certinia

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Possible Values

BASIC, DIGEST, NONE, NEGOTIATE, NTLM

Data Type

string

Default Value

"BASIC"

Remarks

Note: The connector only uses this ProxyAuthScheme when ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the connector instead uses the authentication method specified in your system proxy settings.

Supported authentication types :

  • BASIC: The connector performs HTTP basic authentication.
  • DIGEST: The connector performs HTTP digest authentication.
  • NTLM: The connector retrieves an NTLM token.
  • NEGOTIATE: The connector retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

CData Python Connector for Certinia

ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Data Type

string

Default Value

""

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyUser
BASIC The username of a user registered with the proxy server.
DIGEST The username of a user registered with the proxy server.
NEGOTIATE The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE Do not set the ProxyPassword connection property.

Note: The connector only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the connector instead uses the username specified in your system proxy settings.

CData Python Connector for Certinia

ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Data Type

string

Default Value

""

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyPassword
BASIC The password associated with the proxy server user specified in ProxyUser.
DIGEST The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE The password associated with the Windows user account specified in ProxyUser.
NTLM The password associated with the Windows user account specified in ProxyUser.
NONE Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The connector only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the connector instead uses the password specified in your system proxy settings.

CData Python Connector for Certinia

ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Possible Values

AUTO, ALWAYS, NEVER, TUNNEL

Data Type

string

Default Value

"AUTO"

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

AUTODefault setting. If ProxyServer is set to an HTTPS URL, the connector uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

CData Python Connector for Certinia

ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Data Type

string

Default Value

""

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The connector uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

CData Python Connector for Certinia

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogfileSpecifies the file path to the log file where the provider records its activities, such as authentication, query execution, and connection details.
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
MaxLogFileSizeSpecifies the maximum size of a single log file in bytes. For example, '10 MB'. When the file reaches the limit, the provider creates a new log file with the date and time appended to the name.
MaxLogFileCountSpecifies the maximum number of log files the provider retains. When the limit is reached, the oldest log file is deleted to make space for a new one.
CData Python Connector for Certinia

Logfile

Specifies the file path to the log file where the provider records its activities, such as authentication, query execution, and connection details.

Data Type

string

Default Value

""

Remarks

This property specifies the location and name of the log file where the connector records its operations, including authentication events, query execution, and connection details. If the specified file does not exist, the connector creates it. Ensure that the user or the service running the connector has write access to the specified path or file. Without sufficient permissions, the log file is not created.

Sensitive information from the connection string, such as passwords and tokens, is automatically masked in the logs. However, sensitive information present in the data itself may not be masked.

If you specify a relative path for Logfile, and if the Location property is set, that directory is used as the base path for the log file.

Additional properties allow you to customize logging behavior:

CData Python Connector for Certinia

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

This property defines the level of detail the connector includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.

The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.

When combined with the LogModules property, Verbosity can refine logging to specific categories of information.

CData Python Connector for Certinia

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Data Type

string

Default Value

""

Remarks

The connector writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual connector operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the connector to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name Module Description Submodules
INFO General Information. Includes the connection string, product version (build number), and initial connection messages.
  • Connec – Information related to creating or destroying connections.
  • Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
EXEC Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.
  • Messag – Messages pertaining to query execution. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance.
  • Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user).
  • Page – Messages related to query paging.
  • Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.
  • KERB – HTTP requests related to Kerberos.
  • Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product.
  • Res – Messages containing HTTP responses.
  • Req – Messages containing HTTP requests.
WSDL Messages pertaining to the generation of WSDL/XSD files.
SSL SSL certificate messages.
  • Certif – Messages pertaining to SSL certificates.
AUTH Authentication related failure/success messages.
  • Messag – Messages pertaining to authentication. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • OAuth – Messages related to OAuth authentication.
  • Krbros – Kerberos-related authentication messages.
SQL Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.
  • Bulk – Messages pertaining to bulk query execution.
  • Cache – Messages related to reading row data from and writing row data to the product's cache for better performance.
  • Messag – Messages pertaining to SQL transactions. These messages are typically specific to the connector, rather than being received and passed along directly from the service.
  • ResSet – Query resultsets.
  • Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META Metadata cache and schema messages.
  • Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance.
  • Schema – Messages related to retrieving metadata from or modifying the service schema.
  • MemSto – Messages related to writing to or reading from in-memory metadata cache.
  • Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC Information related to executing SQL functions.
  • Errmsg – Error messages related to executing SQL functions.
TCP Incoming and outgoing raw bytes on TCP transport layer messages.
  • Send – Raw data sent via the TCP protocol.
  • Receiv – Raw data received via the TCP protocol.
FTP Messages pertaining to the File Transfer Protocol.
  • Info – Status messages related to communication in the FTP protocol.
  • Client – Messages related to actions taken by the FTP client (the product) during FTP communication.
  • Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP Messages pertaining to the Secure File Transfer Protocol.
  • Info – Status messages related to communication in the SFTP protocol.
  • To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication.
  • From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP Messages pertaining to data transferred via the Post Office Protocol.
  • Client – Messages related to actions taken by the POP client (the product) during POP communication.
  • Server – Messages related to actions taken by the POP server during POP communication.
  • Status – Status messages related to communication in the POP protocol.
SMTP Messages pertaining to data transferred via the Simple Mail Transfer Protocol.
  • Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication.
  • Server – Messages related to actions taken by the SMTP server during SMTP communication.
  • Status – Status messages related to communication in the SMTP protocol.
CORE Messages relating to various internal product operations not covered by other modules.
DEMN Messages related to SQL remoting.
CLJB Messages about bulk data uploads (cloud job).
  • Commit – Submissions for bulk data uploads.
SRCE Miscellaneous messages produced by the product that don't belong in any other module.
TRANCE Advanced messages concerning low-level product operations.

CData Python Connector for Certinia

MaxLogFileSize

Specifies the maximum size of a single log file in bytes. For example, '10 MB'. When the file reaches the limit, the provider creates a new log file with the date and time appended to the name.

Data Type

string

Default Value

"100MB"

Remarks

For values lower than 100 KB, the connector uses 100 KB as the minimum allowable size.

To control the total number of log files retained, use the MaxLogFileCount property in conjunction with this property. Together, these properties allow you to manage the size and retention of log files effectively.

CData Python Connector for Certinia

MaxLogFileCount

Specifies the maximum number of log files the provider retains. When the limit is reached, the oldest log file is deleted to make space for a new one.

Data Type

int

Default Value

-1

Remarks

Each log file name includes the date and time for easier identification.

This property accepts the following values:

  • A value of 2 or higher sets the maximum number of log files retained.
  • A value of 1 retains only one log file. When it reaches the maximum size, the file is deleted and replaced by a new one, leaving no history beyond the current log.
  • A value of 0 or negative indicates no limit on the number of log files, and logging continues indefinitely.

To manage log file size, use the MaxLogFileSize property. The two properties work together to control the size and retention of log files in the logging folder.

CData Python Connector for Certinia

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
CData Python Connector for Certinia

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Data Type

string

Default Value

"%APPDATA%\\CData\\FinancialForce Data Provider\\Schema"

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\FinancialForce Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

CData Python Connector for Certinia

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Data Type

string

Default Value

""

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

CData Python Connector for Certinia

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Data Type

string

Default Value

""

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

CData Python Connector for Certinia

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Data Type

string

Default Value

""

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

CData Python Connector for Certinia

Caching

This section provides a complete list of the Caching properties you can configure in the connection string for this provider.


PropertyDescription
AutoCacheSpecifies whether the content of tables targeted by SELECT queries is automatically cached to the specified cache database.
CacheProviderThe namespace of an ADO.NET provider. The specified provider is used as the target database for all caching operations.
CacheDriverThe driver class of a JDBC driver. The specified driver is used to connect to the target database for all caching operations.
CacheConnectionSpecifies the connection string for the specified cache database.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceNotes the tolerance, in seconds, for stale data in the specified cache database. Requires AutoCache to be set to True.
OfflineGets the data from the specified cache database instead of live Certinia data.
CacheMetadataDetermines whether the provider caches table metadata to a file-based cache database.
CData Python Connector for Certinia

AutoCache

Specifies whether the content of tables targeted by SELECT queries is automatically cached to the specified cache database.

Data Type

bool

Default Value

false

Remarks

When this connection property is set to True, the connector automatically caches the contents of tables targeted by SELECT queries. The content of these tables is cached to the cache database specified by the CacheConnection and CacheProvider connection properties.

See Also

For additional information, see:

  • CacheMetadata: With CacheMetadata enabled, all retrieved metadata is mirrored in the cache database. This means that any subsequent attempts by the connector to discover metadata are much faster, as this metadata is then read directly from the cache database, without needing to spend time requesting metadata from Certinia.
  • Explicitly Caching Data: This topic provides examples for using AutoCache in Offline mode.
  • CACHE Statements: You can use the CACHE statement to explicitly cache the content of any table targeted by a SELECT query.

CData Python Connector for Certinia

CacheProvider

The namespace of an ADO.NET provider. The specified provider is used as the target database for all caching operations.

Data Type

string

Default Value

""

Remarks

You can cache to ADO.NET providers saved in your ADO.NET global assembly cache (GAC).

CData ADO.NET providers automatically register themselves with the GAC during installation, so you don't need to do so manually.

Third-party ADO.NET providers may or may not automatically register themselves with the GAC during installation. If you want to cache to a third-party ADO.NET provider, consult the documentation for that provider to determine what steps (if any) you must take to register them with the GAC. Once they have been registered, you can supply their namespace in this connection property.

You must also set the CacheConnection connection property to provide a connection string for the specified ADO.NET provider.

The following sections show connection examples and address other requirements for several popular database providers. Refer to CacheConnection for more information on typical connection properties.

SQLite

You can use the Microsoft ADO.NET Provider for SQLite to cache to SQLite databases.

CacheProvider=Microsoft.Data.Sqlite;CacheConnection='DataSource=C:\\Users\\Public\\cache.db;'User=myUser;Password=myPassword;Security Token=myToken;

MySQL

To cache to MySQL, you can use the CData ADO.NET Provider for MySQL:
Cache Provider=System.Data.CData.MySQL;Cache Connection='Server=localhost;Port=3306;Database=cache;User=root;Password=123456';User=myUser;Password=myPassword;Security Token=myToken;

SQL Server

You can use the Microsoft .NET Framework Provider for SQL Server, included in the .NET Framework, to cache to SQL Server:

Cache Provider=System.Data.SqlClient;Cache Connection="Server=MyMACHINE\MyInstance;Database=SQLCACHE;User Id=root;Password=admin";User=myUser;Password=myPassword;Security Token=myToken;

Oracle

To cache to Oracle, you can use the Oracle Data Provider for .NET, as shown in the following example:

Cache Provider=Oracle.DataAccess.Client;Cache Connection='User Id=scott;Password=tiger;Data Source=ORCL';User=myUser;Password=myPassword;Security Token=myToken;

The Oracle Data Provider for .NET also requires the Oracle Database Client. When you download the Oracle Database Client, ensure that its bitness matches the bitness of your machine. When you install, select either the Runtime or Administrator installation type. The Instant Client is not sufficient.

PostgreSQL

To cache to PostgreSQL, you can use the CData ADO.NET Provider for PostgreSQL:
Cache Provider=System.Data.CData.PostgreSQL;Cache Connection='Server=localhost;Port=5432;Database=cache;User=postgres;Password=123456';User=myUser;Password=myPassword;Security Token=myToken;

CData Python Connector for Certinia

CacheDriver

The driver class of a JDBC driver. The specified driver is used to connect to the target database for all caching operations.

Data Type

string

Default Value

""

Remarks

You can cache to any database for which you have a JDBC driver, including CData JDBC drivers.

Note: You must add the JAR file of the specified JDBC driver to the classpath. For CData JDBC drivers, you can find this JAR file in the "lib" subfolder of that driver's installation directory.

You must also set the CacheConnection connection property to provide a connection string for the specified JDBC driver.

For Linux systems and macOS, you need to create a config.ini file on the installation path of the driver (site-packages/cdata). The config.ini file has the following format (the driver and the path of the JDBC driver):

[salesforce.cpython-38-x86_64-linux-gnu.so]
CLASSPATH = /home/usrname/Downloads/lib/cdata.jdbc.postgresql.jar

Examples

The following examples show how to cache to several major databases. For more information on the JDBC URL syntax and typical connection properties, see CacheConnection.

Derby and Java DB

Java DB is the Oracle distribution of Derby. You must add the Derby JDBC driver's JAR file, derbytools.jar, to your classpath to cache to Java DB.

The Derby JDBC driver's JAR file is bundled in db-derby-10.17.1.0-bin.zip, which you can download from this page. You can find derbytools.jar in the "lib" subfolder of this zip file.

After adding derbytools.jar to the classpath, you can cache to a Java DB database as follows:

jdbc:financialforce:CacheDriver=org.apache.derby.jdbc.EmbeddedDriver;CacheConnection='jdbc:derby:sample';User=myUser;Password=myPassword;Security Token=myToken;
To cache to an in-memory database, use a JDBC URL like the following:
jdbc:financialforce:CacheDriver=org.apache.derby.jdbc.EmbeddedDriver;CacheConnection='jdbc:derby:memory';User=myUser;Password=myPassword;Security Token=myToken;

SQLite

The following is a JDBC URL for the SQLite JDBC driver:

jdbc:financialforce:CacheDriver=org.sqlite.JDBC;CacheConnection='jdbc:sqlite:C:/Temp/sqlite.db';User=myUser;Password=myPassword;Security Token=myToken;

MySQL

The following is a JDBC URL for the CData JDBC Driver for MySQL:

  jdbc:financialforce:Cache Driver=cdata.jdbc.mysql.MySQLDriver;Cache Connection='jdbc:mysql:Server=localhost;Port=3306;Database=cache;User=root;Password=123456';User=myUser;Password=myPassword;Security Token=myToken;
  

SQL Server

The following JDBC URL uses the Microsoft JDBC Driver for SQL Server:

jdbc:financialforce:Cache Driver=com.microsoft.sqlserver.jdbc.SQLServerDriver;Cache Connection='jdbc:sqlserver://localhost\sqlexpress:7437;user=sa;password=123456;databaseName=Cache';User=myUser;Password=myPassword;Security Token=myToken;

Oracle

The following is a JDBC URL for the Oracle Thin Client:

jdbc:financialforce:Cache Driver=oracle.jdbc.OracleDriver;CacheConnection='jdbc:oracle:thin:scott/tiger@localhost:1521:orcldb';User=myUser;Password=myPassword;Security Token=myToken;
NOTE: If using a version of Oracle older than 9i, the cache driver will instead be oracle.jdbc.driver.OracleDriver .

PostgreSQL

The following JDBC URL uses the official PostgreSQL JDBC driver:

jdbc:financialforce:CacheDriver=cdata.jdbc.postgresql.PostgreSQLDriver;CacheConnection='jdbc:postgresql:User=postgres;Password=admin;Database=postgres;Server=localhost;Port=5432;';User=myUser;Password=myPassword;Security Token=myToken;

CData Python Connector for Certinia

CacheConnection

Specifies the connection string for the specified cache database.

Data Type

string

Default Value

""

Remarks

The target cache database is determined by a combination of this connection property and the CacheProvider connection property. Both properties are required to use the specified cache database.

The connection string specified in this connection property is passed directly to the specified in the CacheProvider connection property. Consult the documentation for the specified for more information on its available connection properties.

Examples of common cache database settings can be found below.

SQLite

MySQL

The following are typical connection properties:

  • Server: The IP address or domain name of the server hosting the MySQL database that you want to cache to.
  • Port: The port on the specified server where your MySQL instance is running.
  • Database: The name of the MySQL database that you want to cache to. Must match the name of a MySQL database hosted on the specified server.
  • User: The username of a user registered with the selected MySQL database.
  • Password: The password associated with the specified MySQL user.

SQL Server

The following are typical SQL Server connection properties:

  • Server: The name or network address of the computer running SQL Server. To connect to a named instance instead of the default instance, specify the host name and the instance name, separated by a backslash.
  • Port: The port on the specified server where your SQL Server instance is running.
  • Database: The name of the SQL Server database you want to cache to. Must match the name of a SQL Server database hosted on the specified server.
  • Integrated Security: To use the current Windows account for authentication, set this option to True. To authenticate with User and Password instead, set this option to False.
  • User Id: The username of a user registered with the selected SQL Server database. This property is only needed if you are not using integrated security.
  • Password: The password associated with the specified SQL Server user. This property is only needed if you are not using integrated security.

Oracle

The following are typical connection properties:

  • Data Source: The connect descriptor that identifies the Oracle database. This can be a TNS connect descriptor, an Oracle Net Services name that resolves to a connect descriptor, or, after version 11g, an Easy Connect naming (the host name of the Oracle server with an optional port and service name).

  • User Id: The username of a user registered with the selected Oracle database.
  • Password: The password associated with the specified Oracle user.

PostgreSQL

The following are typical connection properties:

  • Host: The address of the server hosting the PostgreSQL database.
  • Port: The port on the specified host server where your PostgreSQL database is hosted.
  • Database: The name of the PostgreSQL database you want to cache to. Must match the name of a PostgreSQL database hosted on the specified server.
  • User name: The username of a user registered with the selected PostgreSQL database.
  • Password: The password associated with the specified user.

CData Python Connector for Certinia

CacheLocation

Specifies the path to the cache when caching to a file.

Data Type

string

Default Value

"%APPDATA%\\CData\\FinancialForce Data Provider"

Remarks

The CacheLocation is a simple, file-based cache.

If left unspecified, the default location is %APPDATA%\\CData\\FinancialForce Data Provider, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

See Also

  • AutoCache: Set to implicitly create and maintain a cache for later offline use.
  • CacheMetadata: Set to persist the Certinia catalog in CacheLocation.

CData Python Connector for Certinia

CacheTolerance

Notes the tolerance, in seconds, for stale data in the specified cache database. Requires AutoCache to be set to True.

Data Type

int

Default Value

600

Remarks

When you execute a query for tables in the cache, the connector checks the time elapsed since the last update to the cache.

If the last update to the cache is older than the value of this connection property (measured in seconds), the connector refreshes the cache.

Otherwise, the connector returns data directly from the cache.

CData Python Connector for Certinia

Offline

Gets the data from the specified cache database instead of live Certinia data.

Data Type

bool

Default Value

false

Remarks

When this connection property is set to True, all queries execute against the cache database instead of the live Certinia data.

In this mode, some SQL operations like INSERT, UPDATE, DELETE, and CACHE are disabled.

CData Python Connector for Certinia

CacheMetadata

Determines whether the provider caches table metadata to a file-based cache database.

Data Type

bool

Default Value

false

Remarks

When this connection property is set to True, as you execute queries, table metadata in the Certinia catalog is cached to the cache database specified by CacheConnection and CacheProvider, or, if those connection properties are not set, to the user's home directory.

The location of your home directory varies by platform:

PlatformHome Directory
Windows %APPDATA%\\CData\\FinancialForce Data Provider
Mac ~/Library/Application Support/CData/FinancialForce Data Provider
Unix ~/.config/CData/FinancialForce Data Provider

A table's metadata is retrieved only once, when the table is queried for the first time.

When to Use CacheMetadata

When there are a large number of Certinia tables and columns for the connector to retrieve during metadata discovery, the connector may take a while to list all table metadata.

You may experience slow metadata retrieval when:

  • Your Certinia instance naturally has a large table count.
  • The connector has been configured, via its connection properties, to discover more tables than it would under its default configuration.
  • You make many short-lived connections to the connector.
With CacheMetadata enabled, all retrieved metadata is mirrored in the cache database. This means that any subsequent attempts by the connector to discover metadata are much faster, as this metadata is then read directly from the cache database, without needing to spend time requesting metadata from Certinia.

When Not to Use CacheMetadata

The connector automatically persists metadata in memory for up to an hour when you first discover the metadata for a table or view, so CacheMetadata is generally not necessary.

CacheMetadata is not ideal in scenarios where you are working with volatile metadata. The first time you query a table, the connector caches its metadata to the cache database file. This cache is not dynamically updated to reflect updates to the table schema, so you must delete and rebuild the cache database file to pick up new, changed, or deleted columns.

CData Python Connector for Certinia

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
AllOrNoneSpecifies whether all insert, update, or delete operations in a request should fail if any individual record fails.
ArchiveModeSpecifies whether to include deleted and archived records in standard SELECT queries.
ContinueOnAlterExceptionSpecifies whether the provider should continue executing subsequent ALTER statements after one fails.
ExposeConceptualEntitiesSpecifies whether Certinia Record Types should be exposed as separate tables.
FilterScopeSpecifies an optional scope to limit the records returned in queries using Salesforce's USING SCOPE keyword.
IncludeItemURLBoolean determining if the ItemURL column should be exposed for every table.
IncludeMetadataDescriptionSpecifies whether to retrieve descriptions for columns, tables, or both from the Salesforce Metadata API.
IncludeReportsSpecifies whether Certinia Reports should be exposed as views in the schema.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
NullBooleanBehaviorThis property determines how the NULL values should be treated for the Boolean columns.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
QueryPassthroughSpecifies whether to allow SOQL queries to be passed directly to Salesforce instead of translating SQL queries into SOQL.
ReadonlyToggles read-only access to Certinia from the provider.
RemoveBOMCharacterSpecifies whether the provider should remove the Byte Order Mark (BOM) character (0xFEFF) from content.
RemovePrivateCharSpecifies whether to replace private use characters with a '?' character in the retrieved content.
ReplaceInvalidUTF8CharsSpecifies whether to replace invalid UTF-8 characters in the content with a '?' character.
ReportExactPicklistLengthSpecifies whether to report the exact length of picklist fields as defined in Certinia, or to report them with a default length of 255.
RTKSpecifies the runtime key for licensing the provider. If unset or invalid, the provider defaults to the standard licensing method. This property is only required in environments where the standard licensing method is unsupported or requires a runtime key.
ServerSideAggregationSpecifies whether aggregation operations such as SUM, COUNT, and GROUP BY should be performed on the Certinia server or handled by the client.
SessionTimeoutSpecifies the duration, in minutes, for which a Certinia login session is reused before expiring.
SkipFormulaFieldsSpecifies whether formula fields should be excluded when listing columns for Certinia objects.
SkipPickListTranslationSpecifies a comma-separated list of columns for which picklist translation should be skipped when retrieving data.
SortColumnsSpecifies whether table columns should be sorted alphabetically by name or reported in the order provided by Certinia.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
TranslatePickListFieldsSpecifies whether picklist field values should be translated into the language of the currently authenticated Certinia user.
UseDisplayNamesSpecifies whether to use display names for columns instead of their API names when listing metadata and querying data.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
UseToolingAPISpecifies whether to use the Certinia Tooling API for retrieving and modifying metadata and development-related objects.
CData Python Connector for Certinia

AllOrNone

Specifies whether all insert, update, or delete operations in a request should fail if any individual record fails.

Data Type

bool

Default Value

false

Remarks

When AllOrNone is set to true, if a single record fails during an insert, update, or delete operation, the entire request is rolled back, and no records are committed.

When AllOrNone is set to false, successful records in the batch are committed, even if some records fail.

This property does not apply when using Bulk API requests.

CData Python Connector for Certinia

ArchiveMode

Specifies whether to include deleted and archived records in standard SELECT queries.

Data Type

bool

Default Value

false

Remarks

By default, Certinia excludes deleted and archived records from query results. When ArchiveMode is set to true, the connector uses an alternative query behavior that includes these records. This corresponds to Salesforce’s queryAll operation, which retrieves both active and soft-deleted records that are not returned in standard queries.

This setting is useful for retrieving deleted records before they are permanently removed, accessing archived data for historical reporting, or performing audits that require a complete dataset.

Performance Considerations

Deleted records retrieved with queryAll behavior remain available only until they are permanently removed, typically 15 days after deletion. Including deleted and archived records may increase API usage and result in a significantly larger dataset, which can impact query performance. If only active records are needed, keeping ArchiveMode set to false helps improve efficiency by avoiding unnecessary data retrieval.

CData Python Connector for Certinia

ContinueOnAlterException

Specifies whether the provider should continue executing subsequent ALTER statements after one fails.

Data Type

bool

Default Value

false

Remarks

When modifying table schemas, Certinia imposes a limit on the number of columns that can be altered in a single ALTER statement. To comply with this, the connector automatically splits ALTER statements into multiple smaller statements, each modifying up to 10 columns.

If ContinueOnAlterException is set to true, the connector continues executing remaining ALTER statements even if one fails. If set to false, the process stops immediately when an error occurs.

Setting this property to true allows schema modifications to proceed partially even when some statements fail, which can be useful for batch updates or non-critical column modifications. However, enabling this may result in inconsistent table structures if some changes succeed while others fail.

This property is useful when performing schema updates on Certinia objects while needing to balance error handling and execution continuity.

CData Python Connector for Certinia

ExposeConceptualEntities

Specifies whether Certinia Record Types should be exposed as separate tables.

Data Type

bool

Default Value

false

Remarks

Each Certinia object can have multiple record types, which categorize records within an object based on business processes. For example, the Account object may include record types such as Partner, Customer, and Supplier, each with distinct page layouts, business processes, and picklist values.

By default, record types are not exposed as separate tables, and all records appear within a single table. When ExposeConceptualEntities is set to true, the connector creates additional tables for each record type, allowing direct access to categorized data. This feature simplifies queries by allowing users to retrieve records of a specific type without filtering within a single table.

Usage Considerations

Metadata Complexity: Enabling this property may significantly increase the number of tables in the schema. Large Certinia instances with many record types could experience longer metadata retrieval times.

Schema Changes: If Certinia administrators add or remove record types, the available tables will change dynamically, which may require adjustments in queries and integrations.

Query Optimization: While this feature simplifies record retrieval, users can still achieve the same results using filters on the standard object table. For example, SELECT * FROM Account WHERE RecordType = 'Partner'

This property is useful when working with complex Certinia implementations where record types are heavily used to segment business processes, and users need a more structured way to access specific record categories. Enabling this setting can provide clearer schema organization at the cost of increased metadata complexity.

CData Python Connector for Certinia

FilterScope

Specifies an optional scope to limit the records returned in queries using Salesforce's USING SCOPE keyword.

Possible Values

None, Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, Team

Data Type

string

Default Value

"None"

Remarks

When executing SOQL queries, this property appends the "USING SCOPE" keyword, restricting query results based on the selected filter scope. This helps refine queries by limiting records to those most relevant to the user's role and visibility settings in Salesforce.

For example, if FilterScope is set to Mine, the query retrieves only records owned by the currently authenticated user: SELECT Id, Name FROM Account USING SCOPE Mine

If FilterScope is set to MineAndMyGroups, the query expands the results to include records owned by both the user and any groups they belong to.

Using FilterScope can improve query performance by reducing the number of records returned, particularly in large datasets. However, you should ensure that you select an appropriate scope, as overly restrictive settings may omit necessary records from query results.

This property is useful when working in multi-user environments, helping users retrieve records relevant to their role, team, or assigned territories.

CData Python Connector for Certinia

IncludeItemURL

Boolean determining if the ItemURL column should be exposed for every table.

Data Type

bool

Default Value

false

Remarks

Boolean determining if the ItemURL column should be exposed for every table.

CData Python Connector for Certinia

IncludeMetadataDescription

Specifies whether to retrieve descriptions for columns, tables, or both from the Salesforce Metadata API.

Possible Values

NONE, Blank, Columns, Tables, TablesAndColumns

Data Type

string

Default Value

"NONE"

Remarks

The Certinia Metadata API provides descriptions for tables and columns, which can be useful for data discovery and schema documentation. By default, descriptions are not retrieved, but this property allows fetching additional metadata when needed. For example:

  1. Setting this property to Columns retrieves descriptions for all columns in the schema.
  2. Setting it to Tables retrieves descriptions for all tables but not columns.
  3. Setting it to TablesAndColumns retrieves descriptions for both tables and their respective columns.
  4. Setting it to Blank will change any description into a NULL.

Performance Considerations

Enabling this property increases the number of API calls, which may impact performance, especially in environments with large schemas. Consider using it only when necessary to avoid excessive API requests.

This property is useful when additional metadata context is required for schema exploration, documentation, or reporting tools.

CData Python Connector for Certinia

IncludeReports

Specifies whether Certinia Reports should be exposed as views in the schema.

Data Type

bool

Default Value

false

Remarks

Certinia Reports provide predefined, structured data views that users create within the Certinia UI. When IncludeReports is set to true, the provider exposes reports as views, making them queryable like database tables.

Performance Considerations

Query Flexibility: Reports exposed as views can be queried directly, but they inherit Certinia report restrictions, meaning they cannot be modified like standard tables.

API Usage: Enabling this property may result in additional API requests to fetch report data. Consider disabling it if reports are not needed for queries to reduce API consumption.

Access Control: Users querying reports must have the appropriate permissions in Certinia to access the reports as views.

This property is useful when integrating Certinia Reports into analytics workflows, enabling direct querying of pre-built reports without manually exporting data from the Certinia UI.

CData Python Connector for Certinia

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

CData Python Connector for Certinia

NullBooleanBehavior

This property determines how the NULL values should be treated for the Boolean columns.

Possible Values

IGNORE, FALSE

Data Type

string

Default Value

"IGNORE"

Remarks

By default, if an NULL value is occurred in a Boolean column, the driver will ignore the NULL value. * NullBooleanBehavior='IGNORE' the NULL value will be ignored for CUD operation while for the SELECT operation the driver will comapre it with the NULL value. * NullBooleanBehavior='FALSE' the NULL value will be converted to 'False' for the CUD operation and the SELECT operation.

CData Python Connector for Certinia

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Data Type

string

Default Value

""

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Caching Configuration

PropertyDescription
CachePartial=TrueCaches only a subset of columns, which you can specify in your query.
QueryPassthrough=TruePasses the specified query to the cache database instead of using the SQL parser of the connector.

Integration and Formatting

PropertyDescription
DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=TrueConverts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

CData Python Connector for Certinia

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Data Type

string

Default Value

""

Remarks

This property allows you to define which pseudocolumns the connector exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

CData Python Connector for Certinia

QueryPassthrough

Specifies whether to allow SOQL queries to be passed directly to Salesforce instead of translating SQL queries into SOQL.

Data Type

bool

Default Value

false

Remarks

By default, the connector accepts SQL queries and automatically translates them into SOQL before sending them to Certinia. This allows users to work with familiar SQL syntax while the driver handles query translation.

When QueryPassthrough is set to true, the connector accepts SOQL queries directly and send them to Certinia without translation. This is useful for advanced users who prefer to write native SOQL to take full advantage of Salesforce-specific query capabilities that may not be easily expressed in SQL.

Using passthrough mode gives users full control over query structure and enables access to advanced SOQL features. However, this requires knowledge of SOQL syntax, and invalid queries are not corrected or translated by the connector. Enabling this property can be beneficial for complex queries that are difficult to construct in SQL, but for general use, SQL-to-SOQL translation remains more user-friendly.

This property is useful for advanced users who are comfortable writing SOQL and need direct control over queries sent to Salesforce.

CData Python Connector for Certinia

Readonly

Toggles read-only access to Certinia from the provider.

Data Type

bool

Default Value

false

Remarks

When set to True, the connector allows only SELECT queries. Attempting an INSERT, UPDATE, DELETE, or stored procedure query fails with an error message.

CData Python Connector for Certinia

RemoveBOMCharacter

Specifies whether the provider should remove the Byte Order Mark (BOM) character (0xFEFF) from content.

Data Type

bool

Default Value

false

Remarks

The BOM character (0xFEFF) is sometimes present at the beginning of UTF-8 or UTF-16 encoded files or API responses to indicate byte order. However, this character can cause issues in parsing or processing content, especially in CSV imports, API responses, or when reading metadata.

When RemoveBOMCharacter is set to true, the connector strips the BOM character from incoming content to ensure clean parsing and avoid errors or unexpected characters in query results and metadata discovery.

Performance Considerations

Removing BOM characters may improve compatibility when working with external data sources or APIs that include this marker. However, if the source system relies on BOM for encoding interpretation, removing it could lead to misinterpretation of character encoding in certain edge cases. This property should generally be enabled when encountering unexpected characters or parsing errors at the start of content.

This property is useful for handling clean input when dealing with file imports, streamed data, or API responses where the BOM character is present and causes parsing issues.

CData Python Connector for Certinia

RemovePrivateChar

Specifies whether to replace private use characters with a '?' character in the retrieved content.

Data Type

bool

Default Value

false

Remarks

Private use characters are Unicode characters reserved for application-specific use and are not assigned standard meanings. Some Certinia data or metadata responses may contain these characters, which can cause issues in downstream applications, exports, or parsing tools that do not recognize or support them.

When RemovePrivateChar is set to true, the connector replaces any encountered private use characters with a '?' to ensure compatibility and prevent parsing or display errors.

Enabling this property ensures cleaner and more standardized output when working with data exports, logs, or applications that do not handle private use characters gracefully. However, replacing characters may result in loss of non-standard information if those characters were used intentionally for custom encoding or annotations.

This property is useful when working with systems that require strict character handling or when encountering issues with invisible or unsupported characters in Certinia data.

CData Python Connector for Certinia

ReplaceInvalidUTF8Chars

Specifies whether to replace invalid UTF-8 characters in the content with a '?' character.

Data Type

bool

Default Value

false

Remarks

Sometimes, API responses or data from Certinia may contain invalid or corrupted UTF-8 sequences. These can cause parsing errors, export issues, or problems in downstream applications that expect well-formed UTF-8 content.

When ReplaceInvalidUTF8Chars is set to true, the connector replaces any invalid UTF-8 characters with a '?' to ensure the data is safely consumable by systems that enforce strict encoding compliance. This prevents data retrieval errors and avoids failures in export or reporting workflows.

Enabling this property ensures data compatibility and stability in systems that require strict UTF-8 compliance. However, replacing characters could result in loss of original information in cases where the invalid characters were part of non-standard data. Use this property when encountering encoding errors or unreadable characters in your data results.

This property is useful when working with external applications or data pipelines that require clean, well-formed UTF-8 data and cannot tolerate encoding issues.

CData Python Connector for Certinia

ReportExactPicklistLength

Specifies whether to report the exact length of picklist fields as defined in Certinia, or to report them with a default length of 255.

Data Type

bool

Default Value

false

Remarks

By default, the connector reports all picklist fields with a length of 255, regardless of their actual length in Certinia. This simplifies schema definitions, but may not accurately reflect field constraints.

When this property is set to true, the connector reports each picklist field with its exact length as defined in the Certinia metadata. This is helpful for applications or integrations that require strict adherence to field size constraints.

Reporting exact lengths may slightly increase the complexity of schema discovery but ensures accurate metadata for data validation and form generation. Using a fixed length of 255 simplifies schema management but may cause issues if values exceed the actual limits enforced by Certinia. This property should be enabled when working with systems that need to respect Salesforce’s exact field constraints for picklist fields.

This property is useful for developers or data architects who require precise metadata for picklist fields when designing integrations, forms, or validation logic.

CData Python Connector for Certinia

RTK

Specifies the runtime key for licensing the provider. If unset or invalid, the provider defaults to the standard licensing method. This property is only required in environments where the standard licensing method is unsupported or requires a runtime key.

Data Type

string

Default Value

""

Remarks

This property is typically unnecessary, as most configurations support a standard licensing mechanism.

Warning: The value of this property takes precedence over all existing licensing information. To avoid licensing errors, ensure the provided runtime key is correct.

CData Python Connector for Certinia

ServerSideAggregation

Specifies whether aggregation operations such as SUM, COUNT, and GROUP BY should be performed on the Certinia server or handled by the client.

Data Type

bool

Default Value

true

Remarks

When ServerSideAggregation is set to true, the connector pushes aggregation logic to the Certinia API, reducing client-side processing and improving efficiency for smaller or well-structured queries. However, there are limitations with server-side aggregation. For example, if you run an aggregation query on a non-primary key field that returns more than 2,000 records, Certinia may return an EXCEEDED_ID_LIMIT error. In these cases, setting ServerSideAggregation to false forces the connector to perform the aggregation on the client side, allowing the query to complete without hitting this limitation.

Enabling server-side aggregation offloads processing to Certinia and can significantly improve query speed for supported operations and smaller result sets. However, large aggregations on non-primary key fields may fail due to API limits. Disabling this property shifts aggregation processing to the client, which can avoid API errors but may increase local resource usage and processing time.

This property is useful when working with large datasets or queries that aggregate on non-primary key fields, allowing flexibility to handle limitations in Salesforce’s aggregation capabilities.

CData Python Connector for Certinia

SessionTimeout

Specifies the duration, in minutes, for which a Certinia login session is reused before expiring.

Data Type

string

Default Value

"10"

Remarks

The connector creates a login session with Certinia using the supplied authentication credentials. This session is reused for subsequent queries to avoid repeated authentication requests.

The SessionTimeout property controls how long this login session remains active. Setting SessionTimeout to 0 disables session reuse entirely, forcing the provider to authenticate on every request. This can be useful in scenarios requiring stricter security or when dealing with short-lived credential policies.

This property only applies to Basic Authentication and SSO connections. It is not used for OAuth-based authentication, as OAuth handles session expiration and token refresh differently.

Performance Considerations

Reusing sessions reduces the number of authentication calls to Certinia, improving performance and reducing API overhead. However, setting a longer session timeout could potentially conflict with Salesforce’s own session policies if they are configured for shorter timeouts. Setting the timeout to 0 can increase authentication overhead but may be appropriate for applications requiring the most secure or up-to-date credential usage.

This property is useful for balancing performance optimization with security requirements in environments that rely on Basic Authentication or SSO.

CData Python Connector for Certinia

SkipFormulaFields

Specifies whether formula fields should be excluded when listing columns for Certinia objects.

Data Type

bool

Default Value

false

Remarks

Formula fields in Certinia are calculated fields based on other field values. While they are useful for reporting and data transformations within Certinia, they may not always be necessary for external querying or data loads.

When SkipFormulaFields is set to true, the connector excludes all formula fields from the schema when listing available columns. This can simplify the schema and reduce clutter for users who do not need these fields in queries.

Excluding formula fields can speed up schema discovery and reduce the number of columns returned in metadata queries, especially in objects that have many formula fields. However, if reporting or queries rely on formula values, skipping these fields could limit functionality and available data in query results.

This property is useful for organizations looking to streamline their data model, improve metadata loading times, or focus only on directly stored data fields.

CData Python Connector for Certinia

SkipPickListTranslation

Specifies a comma-separated list of columns for which picklist translation should be skipped when retrieving data.

Data Type

string

Default Value

""

Remarks

When TranslatePickListFields is enabled, the connector automatically translates picklist values based on the user’s Certinia language settings. However, there may be specific columns where translations are not desired, and raw picklist values should be returned instead.

The SkipPickListTranslation property allows you to specify columns that should retain their original picklist values without translation. You can specify columns either fully qualified with their table name (for example, Table1.Col1) or by column name alone if the context is clear.

This property is useful for developers or analysts who need to preserve raw picklist values for reporting, consistency in exports, or integration with other systems that depend on untranslated picklist values.

Performance Considerations

Specifying columns to skip translation can reduce unnecessary API translation overhead and improve performance in large queries. It also helps avoid mismatches between translated values and reference data in external systems. Ensure that the listed columns are accurate to prevent translation from being skipped unintentionally.

CData Python Connector for Certinia

SortColumns

Specifies whether table columns should be sorted alphabetically by name or reported in the order provided by Certinia.

Data Type

bool

Default Value

false

Remarks

By default, the connector reports columns in the same order they are returned by Certinia. If pseudo-columns such as metadata columns added by the connector are enabled, these columns are added to the end of the column list.

When SortColumns is set to true, the connector reports all columns in alphabetical order, including pseudo-columns. This can make it easier to navigate column lists in user interfaces or development tools that display metadata.

Sorting columns has no impact on query performance, but changes the presentation of metadata. While alphabetical ordering can improve discoverability of columns, it may make it harder to recognize the logical grouping or order Salesforce originally intended. This property is most useful in scenarios where developers or users rely on predictable, alphabetically sorted column lists for development or reporting convenience.

CData Python Connector for Certinia

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Data Type

int

Default Value

60

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

CData Python Connector for Certinia

TranslatePickListFields

Specifies whether picklist field values should be translated into the language of the currently authenticated Certinia user.

Data Type

bool

Default Value

false

Remarks

By default, the connector retrieves raw picklist values as stored in Certinia. When TranslatePickListFields is set to true, the connector translates these values into the user’s preferred language based on their Certinia profile settings. This helps ensure that picklist values are displayed in a familiar, localized format that matches what the user would see in the Certinia UI.

This setting can be particularly useful for reports, dashboards, and user-facing applications where translations improve clarity and usability. However, if integration with systems or datasets that rely on raw picklist values is required, this property should remain disabled.

Performance Considerations

Enabling picklist translation may result in additional API calls or metadata lookups, which can slightly increase schema discovery time or query overhead. Additionally, maintaining consistency with external systems that store untranslated values may require disabling this property or using SkipPickListTranslation for selective control.

This property is useful for organizations that support multi-language environments and want their picklist fields to appear in the local language for each authenticated user.

CData Python Connector for Certinia

UseDisplayNames

Specifies whether to use display names for columns instead of their API names when listing metadata and querying data.

Data Type

bool

Default Value

false

Remarks

By default, the connector surfaces column names using the Certinia API names, which are static and developer-focused. When UseDisplayNames is set to true, the connector uses the display names for columns, matching what users see in the Certinia UI. This can make working with queries and metadata more intuitive for users who are familiar with the Certinia interface rather than the underlying API terminology.

Use this property if you are building reports or queries intended for end users or business users who expect to see field names as they appear in the Certinia UI.

Enabling UseDisplayNames may slightly increase metadata processing time due to the additional handling required to map API names to display names. However, it does not increase the number of metadata API calls. Because display names can be modified by Certinia administrators, using them may reduce query stability over time. For long-term integrations, API names are recommended due to their consistency.

This property is useful for improving readability and user-friendliness when building UI-based reports or business-facing queries.

CData Python Connector for Certinia

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Data Type

string

Default Value

""

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the connector and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Account WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example:

UserDefinedViews=C:\Path\To\UserDefinedViews.json
When you specify a view in UserDefinedViews, the connector only sees that view.

For further information, see User Defined Views.

CData Python Connector for Certinia

UseToolingAPI

Specifies whether to use the Certinia Tooling API for retrieving and modifying metadata and development-related objects.

Data Type

bool

Default Value

false

Remarks

When UseToolingAPI is set to true, the provider uses Salesforce’s Tooling API instead of standard data APIs. The Tooling API is designed for development, deployment, and debugging tasks, allowing access to metadata types, Apex classes, triggers, and other development-related entities.

This property is useful for developers who need to query metadata objects, inspect Apex code, or perform other administrative and development-related operations that are not available via the standard REST or SOAP APIs.

When UseToolingAPI is set to false, the connector uses the standard Certinia APIs, which focus on business data rather than metadata and development tooling.

Using the Tooling API provides access to specialized metadata and development objects but is limited to specific entity types. It is not intended for large data operations or standard CRM records. Enabling this property has no performance impact on normal data queries, but is only relevant for metadata or tooling queries.

This property is useful for tasks like metadata inspection, Apex monitoring, and debugging deployments within Salesforce development environments.

CData Python Connector for Certinia

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You may add Your own copyright statement to Your modifications and may provide additional or different license terms and conditions for use, reproduction, or distribution of Your modifications, or for any such Derivative Works as a whole, provided Your use, reproduction, and distribution of the Work otherwise complies with the conditions stated in this License.

5. Submission of Contributions. Unless You explicitly state otherwise, any Contribution intentionally submitted for inclusion in the Work by You to the Licensor shall be under the terms and conditions of this License, without any additional terms or conditions. Notwithstanding the above, nothing herein shall supersede or modify the terms of any separate license agreement you may have executed with Licensor regarding such Contributions.

6. Trademarks. This License does not grant permission to use the trade names, trademarks, service marks, or product names of the Licensor, except as required for reasonable and customary use in describing the origin of the Work and reproducing the content of the NOTICE file.

7. Disclaimer of Warranty. Unless required by applicable law or agreed to in writing, Licensor provides the Work (and each Contributor provides its Contributions) on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied, including, without limitation, any warranties or conditions of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A PARTICULAR PURPOSE. You are solely responsible for determining the appropriateness of using or redistributing the Work and assume any risks associated with Your exercise of permissions under this License.

8. Limitation of Liability. In no event and under no legal theory, whether in tort (including negligence), contract, or otherwise, unless required by applicable law (such as deliberate and grossly negligent acts) or agreed to in writing, shall any Contributor be liable to You for damages, including any direct, indirect, special, incidental, or consequential damages of any character arising as a result of this License or out of the use or inability to use the Work (including but not limited to damages for loss of goodwill, work stoppage, computer failure or malfunction, or any and all other commercial damages or losses), even if such Contributor has been advised of the possibility of such damages.

9. Accepting Warranty or Additional Liability. While redistributing the Work or Derivative Works thereof, You may choose to offer, and charge a fee for, acceptance of support, warranty, indemnity, or other liability obligations and/or rights consistent with this License. However, in accepting such obligations, You may act only on Your own behalf and on Your sole responsibility, not on behalf of any other Contributor, and only if You agree to indemnify, defend, and hold each Contributor harmless for any liability incurred by, or claims asserted against, such Contributor by reason of your accepting any such warranty or additional liability.

END OF TERMS AND CONDITIONS

Eclipse Distribution License - v 1.0

All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

  • Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.
  • Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.
  • Neither the name of the Eclipse Foundation, Inc. nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Eclipse Public License - v 2.0

THE ACCOMPANYING PROGRAM IS PROVIDED UNDER THE TERMS OF THIS ECLIPSE PUBLIC LICENSE ("AGREEMENT"). ANY USE, REPRODUCTION OR DISTRIBUTION OF THE PROGRAM CONSTITUTES RECIPIENT'S ACCEPTANCE OF THIS AGREEMENT.

1. DEFINITIONS "Contribution" means:

  • a) in the case of the initial Contributor, the initial content Distributed under this Agreement, and
  • b) in the case of each subsequent Contributor:
    • i) changes to the Program, and
    • ii) additions to the Program;
    where such changes and/or additions to the Program originate from and are Distributed by that particular Contributor. A Contribution "originates" from a Contributor if it was added to the Program by such Contributor itself or anyone acting on such Contributor's behalf. Contributions do not include changes or additions to the Program that are not Modified Works.
"Contributor" means any person or entity that Distributes the Program. "Licensed Patents" mean patent claims licensable by a Contributor which are necessarily infringed by the use or sale of its Contribution alone or when combined with the Program.

"Program" means the Contributions Distributed in accordance with this Agreement.

"Recipient" means anyone who receives the Program under this Agreement or any Secondary License (as applicable), including Contributors.

"Derivative Works" shall mean any work, whether in Source Code or other form, that is based on (or derived from) the Program and for which the editorial revisions, annotations, elaborations, or other modifications represent, as a whole, an original work of authorship.

"Modified Works" shall mean any work in Source Code or other form that results from an addition to, deletion from, or modification of the contents of the Program, including, for purposes of clarity any new file in Source Code form that contains any contents of the Program. Modified Works shall not include works that contain only declarations, interfaces, types, classes, structures, or files of the Program solely in each case in order to link to, bind by name, or subclass the Program or Modified Works thereof.

"Distribute" means the acts of a) distributing or b) making available in any manner that enables the transfer of a copy.

"Source Code" means the form of a Program preferred for making modifications, including but not limited to software source code, documentation source, and configuration files.

"Secondary License" means either the GNU General Public License, Version 2.0, or any later versions of that license, including any exceptions or additional permissions as identified by the initial Contributor.

2. GRANT OF RIGHTS

  • a) Subject to the terms of this Agreement, each Contributor hereby grants Recipient a non-exclusive, worldwide, royalty-free copyright license to reproduce, prepare Derivative Works of, publicly display, publicly perform, Distribute and sublicense the Contribution of such Contributor, if any, and such Derivative Works.
  • b) Subject to the terms of this Agreement, each Contributor hereby grants Recipient a non-exclusive, worldwide, royalty-free patent license under Licensed Patents to make, use, sell, offer to sell, import and otherwise transfer the Contribution of such Contributor, if any, in Source Code or other form. This patent license shall apply to the combination of the Contribution and the Program if, at the time the Contribution is added by the Contributor, such addition of the Contribution causes such combination to be covered by the Licensed Patents. The patent license shall not apply to any other combinations which include the Contribution. No hardware per se is licensed hereunder.
  • c) Recipient understands that although each Contributor grants the licenses to its Contributions set forth herein, no assurances are provided by any Contributor that the Program does not infringe the patent or other intellectual property rights of any other entity. Each Contributor disclaims any liability to Recipient for claims brought by any other entity based on infringement of intellectual property rights or otherwise. As a condition to exercising the rights and licenses granted hereunder, each Recipient hereby assumes sole responsibility to secure any other intellectual property rights needed, if any. For example, if a third party patent license is required to allow Recipient to Distribute the Program, it is Recipient's responsibility to acquire that license before distributing the Program.
  • d) Each Contributor represents that to its knowledge it has sufficient copyright rights in its Contribution, if any, to grant the copyright license set forth in this Agreement.
  • e) Notwithstanding the terms of any Secondary License, no Contributor makes additional grants to any Recipient (other than those set forth in this Agreement) as a result of such Recipient's receipt of the Program under the terms of a Secondary License (if permitted under the terms of Section 3).

3. REQUIREMENTS 3.1 If a Contributor Distributes the Program in any form, then:

  • a) the Program must also be made available as Source Code, in accordance with section 3.2, and the Contributor must accompany the Program with a statement that the Source Code for the Program is available under this Agreement, and informs Recipients how to obtain it in a reasonable manner on or through a medium customarily used for software exchange; and
  • b) the Contributor may Distribute the Program under a license different than this Agreement, provided that such license:
    • i) effectively disclaims on behalf of all other Contributors all warranties and conditions, express and implied, including warranties or conditions of title and non-infringement, and implied warranties or conditions of merchantability and fitness for a particular purpose;
    • ii) effectively excludes on behalf of all other Contributors all liability for damages, including direct, indirect, special, incidental and consequential damages, such as lost profits;
    • iii) does not attempt to limit or alter the recipients' rights in the Source Code under section 3.2; and
    • iv) requires any subsequent distribution of the Program by any party to be under a license that satisfies the requirements of this section 3.
3.2 When the Program is Distributed as Source Code:
  • a) it must be made available under this Agreement, or if the Program (i) is combined with other material in a separate file or files made available under a Secondary License, and (ii) the initial Contributor attached to the Source Code the notice described in Exhibit A of this Agreement, then the Program may be made available under the terms of such Secondary Licenses, and
  • b) a copy of this Agreement must be included with each copy of the Program.
3.3 Contributors may not remove or alter any copyright, patent, trademark, attribution notices, disclaimers of warranty, or limitations of liability (‘notices') contained within the Program from any copy of the Program which they Distribute, provided that Contributors may add their own appropriate notices.

4. COMMERCIAL DISTRIBUTION Commercial distributors of software may accept certain responsibilities with respect to end users, business partners and the like. While this license is intended to facilitate the commercial use of the Program, the Contributor who includes the Program in a commercial product offering should do so in a manner which does not create potential liability for other Contributors. Therefore, if a Contributor includes the Program in a commercial product offering, such Contributor ("Commercial Contributor") hereby agrees to defend and indemnify every other Contributor ("Indemnified Contributor") against any losses, damages and costs (collectively "Losses") arising from claims, lawsuits and other legal actions brought by a third party against the Indemnified Contributor to the extent caused by the acts or omissions of such Commercial Contributor in connection with its distribution of the Program in a commercial product offering. The obligations in this section do not apply to any claims or Losses relating to any actual or alleged intellectual property infringement. In order to qualify, an Indemnified Contributor must: a) promptly notify the Commercial Contributor in writing of such claim, and b) allow the Commercial Contributor to control, and cooperate with the Commercial Contributor in, the defense and any related settlement negotiations. The Indemnified Contributor may participate in any such claim at its own expense.

For example, a Contributor might include the Program in a commercial product offering, Product X. That Contributor is then a Commercial Contributor. If that Commercial Contributor then makes performance claims, or offers warranties related to Product X, those performance claims and warranties are such Commercial Contributor's responsibility alone. Under this section, the Commercial Contributor would have to defend claims against the other Contributors related to those performance claims and warranties, and if a court requires any other Contributor to pay any damages as a result, the Commercial Contributor must pay those damages.

5. NO WARRANTY EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, AND TO THE EXTENT PERMITTED BY APPLICABLE LAW, THE PROGRAM IS PROVIDED ON AN "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, EITHER EXPRESS OR IMPLIED INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OR CONDITIONS OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Each Recipient is solely responsible for determining the appropriateness of using and distributing the Program and assumes all risks associated with its exercise of rights under this Agreement, including but not limited to the risks and costs of program errors, compliance with applicable laws, damage to or loss of data, programs or equipment, and unavailability or interruption of operations.

6. DISCLAIMER OF LIABILITY EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, AND TO THE EXTENT PERMITTED BY APPLICABLE LAW, NEITHER RECIPIENT NOR ANY CONTRIBUTORS SHALL HAVE ANY LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS), HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OR DISTRIBUTION OF THE PROGRAM OR THE EXERCISE OF ANY RIGHTS GRANTED HEREUNDER, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

7. GENERAL If any provision of this Agreement is invalid or unenforceable under applicable law, it shall not affect the validity or enforceability of the remainder of the terms of this Agreement, and without further action by the parties hereto, such provision shall be reformed to the minimum extent necessary to make such provision valid and enforceable.

If Recipient institutes patent litigation against any entity (including a cross-claim or counterclaim in a lawsuit) alleging that the Program itself (excluding combinations of the Program with other software or hardware) infringes such Recipient's patent(s), then such Recipient's rights granted under Section 2(b) shall terminate as of the date such litigation is filed.

All Recipient's rights under this Agreement shall terminate if it fails to comply with any of the material terms or conditions of this Agreement and does not cure such failure in a reasonable period of time after becoming aware of such noncompliance. If all Recipient's rights under this Agreement terminate, Recipient agrees to cease use and distribution of the Program as soon as reasonably practicable. However, Recipient's obligations under this Agreement and any licenses granted by Recipient relating to the Program shall continue and survive.

Everyone is permitted to copy and distribute copies of this Agreement, but in order to avoid inconsistency the Agreement is copyrighted and may only be modified in the following manner. The Agreement Steward reserves the right to publish new versions (including revisions) of this Agreement from time to time. No one other than the Agreement Steward has the right to modify this Agreement. The Eclipse Foundation is the initial Agreement Steward. The Eclipse Foundation may assign the responsibility to serve as the Agreement Steward to a suitable separate entity. Each new version of the Agreement will be given a distinguishing version number. The Program (including Contributions) may always be Distributed subject to the version of the Agreement under which it was received. In addition, after a new version of the Agreement is published, Contributor may elect to Distribute the Program (including its Contributions) under the new version.

Except as expressly stated in Sections 2(a) and 2(b) above, Recipient receives no rights or licenses to the intellectual property of any Contributor under this Agreement, whether expressly, by implication, estoppel or otherwise. All rights in the Program not expressly granted under this Agreement are reserved. Nothing in this Agreement is intended to be enforceable by any entity that is not a Contributor or Recipient. No third-party beneficiary rights are created under this Agreement.

Exhibit A – Form of Secondary Licenses Notice "This Source Code may also be made available under the following Secondary Licenses when the conditions for such availability set forth in the Eclipse Public License, v. 2.0 are satisfied: {name license(s), version(s), and exceptions or additional permissions here}."

Simply including a copy of this Agreement, including this Exhibit A is not sufficient to license the Source Code under Secondary Licenses.

If it is not possible or desirable to put the notice in a particular file, then You may include the notice in a location (such as a LICENSE file in a relevant directory) where a recipient would be likely to look for such a notice.

You may add additional accurate notices of copyright ownership.

GNU Classpath

Classpath is distributed under the terms of the GNU General Public License with the following clarification and special exception.

Linking this library statically or dynamically with other modules is making a combined work based on this library. Thus, the terms and conditions of the GNU General Public License cover the whole combination.

As a special exception, the copyright holders of this library give you permission to link this library with independent modules to produce an executable, regardless of the license terms of these independent modules, and to copy and distribute the resulting executable under terms of your choice, provided that you also meet, for each linked independent module, the terms and conditions of the license of that module. An independent module is a module which is not derived from or based on this library. If you modify this library, you may extend this exception to your version of the library, but you are not obligated to do so. If you do not wish to do so, delete this exception statement from your version.

As such, it can be used to run, create and distribute a large class of applications and applets. When GNU Classpath is used unmodified as the core class library for a virtual machine, compiler for the java languge, or for a program written in the java programming language it does not affect the licensing for distributing those programs directly.

OpenJDK Assembly Exception

The OpenJDK source code made available by Oracle America, Inc. (Oracle) at openjdk.java.net ("OpenJDK Code") is distributed under the terms of the GNU General Public License <http://www.gnu.org/copyleft/gpl.html> version 2 only ("GPL2"), with the following clarification and special exception.

Linking this OpenJDK Code statically or dynamically with other code is making a combined work based on this library. Thus, the terms and conditions of GPL2 cover the whole combination.

As a special exception, Oracle gives you permission to link this OpenJDK Code with certain code licensed by Oracle as indicated at http://openjdk.java.net/legal/exception-modules-2007-05-08.html ("Designated Exception Modules") to produce an executable, regardless of the license terms of the Designated Exception Modules, and to copy and distribute the resulting executable under GPL2, provided that the Designated Exception Modules continue to be governed by the licenses under which they were offered by Oracle.

As such, it allows licensees and sublicensees of Oracle's GPL2 OpenJDK Code to build an executable that includes those portions of necessary code that Oracle could not provide under GPL2 (or that Oracle has provided under GPL2 with the Classpath exception). If you modify or add to the OpenJDK code, that new GPL2 code may still be combined with Designated Exception Modules if the new code is made subject to this exception by its copyright holder.

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