Salesforce Integration with PHP A Sydney PHP Group Presentation April 3 rd 2008 Toivo Talikka http://totaldata.biz

Salesforce.com On-demand CRM vendor software as a Service (SaaS) CRM and business applications Application Exchange APEX Developer Network Standard Objects: Account Contact Opportunity Lead Customers can add own fields

On-demand CRM vendor

software as a Service (SaaS)

CRM and business applications

Application Exchange

APEX Developer Network

Standard Objects:

Account

Contact

Opportunity

Lead

Customers can add own fields

User Interface

Integration With PHP Web Services API PHP Toolkit

Web Services API

PHP Toolkit

PHP Toolkit Self Service Portal Toolkit For PHP 5 v0.9.1 11 May 2006 Embeds Self Service Portal to a website Authenticate user, login to Salesforce PHP Toolkit 11 v11.0b 15/2/2008, supports API v11.1 Web Service API calls Requires PHP 5.1.2+ SOAP enabled SSL enabled

Self Service Portal Toolkit For PHP 5

v0.9.1 11 May 2006

Embeds Self Service Portal to a website

Authenticate user, login to Salesforce

PHP Toolkit 11

v11.0b 15/2/2008, supports API v11.1

Web Service API calls

Requires PHP 5.1.2+

SOAP enabled

SSL enabled

Web Services

Data Model Entity Relationship Diagrams for objects Sales Accounts, contacts, opportunities, leads, campaigns Task and Event Support Document, Note and Attachment User and Profile Record Type Product and Schedule Sharing and Team Selling Customizable Forecasting Territory Management Process

Entity Relationship Diagrams for objects

Sales

Accounts, contacts, opportunities, leads, campaigns

Task and Event

Support

Document, Note and Attachment

User and Profile

Record Type

Product and Schedule

Sharing and Team Selling

Customizable Forecasting

Territory Management

Process

Sales Objects

SOQL Salesforce Object Query Language 500 row limit to rows in the query result object in a query or queryMore call Client application can change batch size in QueryOptions of SOAP header before invoking the query call Daily maximum number of API calls

Salesforce Object Query Language

500 row limit to rows in the query result object in a query or queryMore call

Client application can change batch size in QueryOptions of SOAP header before invoking the query call

Daily maximum number of API calls

SOQL Comparison operators: = != < <= > >= like: case insensitive matching Wildcards % and _ Logical operators: and, or, not Boolean filtering where BooleanField = TRUE where BooleanField = FALSE

Comparison operators:

= != < <= > >=

like: case insensitive matching

Wildcards % and _

Logical operators: and, or, not

Boolean filtering

where BooleanField = TRUE

where BooleanField = FALSE

Multi-Select Picklists 'AAA;BBB' means 'AAA' and 'BBB‘ MSP1__c = 'AAA;BBB' : exact match MSP1__c includes ('AAA;BBB', 'CCC') either: AAA and BBB selected or: CCC selected

'AAA;BBB' means 'AAA' and 'BBB‘

MSP1__c = 'AAA;BBB' : exact match

MSP1__c includes ('AAA;BBB', 'CCC')

either: AAA and BBB selected

or: CCC selected

Relationship Queries Must have relationship between objects to create a join in SOQL Only one level of parent-to-child relationship can be specified in a query SELECT Account.Name, (SELECT Note.OwnerId FROM Account.Notes) FROM Account

Must have relationship between objects to create a join in SOQL

Only one level of parent-to-child relationship can be specified in a query

SELECT Account.Name, (SELECT Note.OwnerId FROM Account.Notes) FROM Account

Query Example Company and contact details Select Id, Name, Type, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry, Phone, Fax, Website, (SELECT LastName, FirstName, Title, Email, FROM Account.Contacts ) FROM Account WHERE id = '00120000001pKpFAAU'

Company and contact details

Select Id, Name, Type, BillingStreet, BillingCity, BillingState, BillingPostalCode, BillingCountry, Phone, Fax, Website, (SELECT LastName, FirstName, Title, Email, FROM Account.Contacts ) FROM Account WHERE id = '00120000001pKpFAAU'

Returned Objects $query = &quot;SELECT Id, FirstName, LastName from Contact&quot;; $queryResult = $mySforceConnection->query($query); $records = $queryResult->records; foreach ($records as $record) { $sObject = new SObject ($record); echo &quot;Id = &quot;. $sObject->Id ; echo &quot;First Name = &quot;. $sObject->fields->FirstName ; echo &quot;Last Name = &quot;. $sObject->fields->LastName ; }

$query = &quot;SELECT Id, FirstName, LastName from Contact&quot;;

$queryResult = $mySforceConnection->query($query);

$records = $queryResult->records;

foreach ($records as $record) { $sObject = new SObject ($record); echo &quot;Id = &quot;. $sObject->Id ; echo &quot;First Name = &quot;. $sObject->fields->FirstName ; echo &quot;Last Name = &quot;. $sObject->fields->LastName ;

}

Relationship Query $query = 'Select a.Id, a.Name, a.Type, '; $query .= ' a.BillingStreet, a.BillingCity,'; $query .= ' a.BillingCountry, a.Phone, a.Fax,'; $query .= ' (SELECT c.LastName, c.FirstName, c.Title, c.Email FROM Account.Contacts c)'; $query .= ' FROM Account a'; $query .= &quot; WHERE Id = '&quot;.$account_id.&quot;'&quot;;

$query = 'Select a.Id, a.Name, a.Type, ';

$query .= ' a.BillingStreet, a.BillingCity,';

$query .= ' a.BillingCountry, a.Phone, a.Fax,';

$query .= ' (SELECT c.LastName, c.FirstName, c.Title, c.Email FROM Account.Contacts c)';

$query .= ' FROM Account a';

$query .= &quot; WHERE Id = '&quot;.$account_id.&quot;'&quot;;

queryResult Array foreach ($records as $record) { $Account = new SObject($record); $id = $Account->Id; $name = $Account->fields->Name; … $Contact_query_result = $Account->queryResult[0]; $Contacts = $Contact_query_result->records; foreach ($Contacts as $Contact) { $first_name = $Contact->fields->FirstName; $last_name = $Contact->fields->LastName;

foreach ($records as $record) {

$Account = new SObject($record);

$id = $Account->Id;

$name = $Account->fields->Name;

…

$Contact_query_result =

$Account->queryResult[0];

$Contacts =

$Contact_query_result->records;

foreach ($Contacts as $Contact) {

$first_name = $Contact->fields->FirstName;

$last_name = $Contact->fields->LastName;

Objects and Arrays Select c.FirstName, c.LastName, a.Name FROM Contact c. c.Account … $Contact = new SObject($record); // echo var_dump($Contact); // echo print_r(get_object_vars($Contact); $first_name = $Contact->fields->FirstName; $company = $Contact->sobjects[0]->fields->Name;

Select c.FirstName, c.LastName, a.Name

FROM Contact c. c.Account

…

$Contact = new SObject($record);

// echo var_dump($Contact);

// echo print_r(get_object_vars($Contact);

$first_name = $Contact->fields->FirstName;

$company = $Contact->sobjects[0]->fields->Name;

APEX Data Loader Download tables as CSV files Test queries before using API