SFDC Integration Basics Gerry Winning

SFDC Starting point to hammer out your own framework Ovid back office is fully integrated with SFDC (before REST was available) Just getting starting was 90% of the frustration Far more REST examples out there today

SFDC Web APIs SOAP –Full Featured API for Full Application Integration –Progress Soap, Sax Parser/Reader BULK (“REST-ish” Arbitrary WebAPI) –Download large sets of data –DotNet client + Parsers REST –JSON (Thin) –DotNet or Progress HTTP client, Progress JSON Object

Login Service for Authentication Authenticate once, get back a token, pass that token for authorization in all other calls Supports OAUTH2 Also supports username/password login (put garbage in the callback) Allows you to define custom permissions Returns your instance URL There is also a SOAP login service

REST API No Soap Structure Overkill Make a Call to a URL - get back a bunch of JSON You’ve already authenticated – session token lets you get to the data you are authorized to access Small JSON return rather than “large” XML /services/data/ /sobjects/

Bulk API Arbitrary API (Call a URL like REST and get back stuff) Pass the session token in the header of each call Get MANY records as XML or CSV VERY quickly Asynchronous calls Supports Batching –Avoid timeouts and SFDC Limits –Speed it up with asynchronous batch calls –We pull over 500,000 records without breaking it up (takes about 4 minutes)

Setup->Build->Create->Apps

More Setup Create a Service User Make sure the user you are logging in as has “API Enabled” toggled on in the user setup - enabled by default for Unlimited, Enterprise, and Developer editions. Get or reset your security token (not session token): From your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token. The new security token is sent to the address in your Salesforce personal settings. Add assemblies entries described on the next slide.

Assemblies System.Net.Http for HttpClient Microsoft.VisualBasic to “Super Easy” parse delimited files System.Web to use HTTPUtility

Data Loader VERY useful (and fast) tool for exporting and importing.csv files

Gotchas If ANY session of your API user is logged out, ALL sessions are logged out (all tokens terminated). Every account must have an owner and every owner must be an active user when inserting/updating a record. You must have a user license eaten up for API access. “It’s the little things” –“;” Separated List Instead of “,” –API errors on insert/update if is not valid –Field size is enforced in SFDC DB