Salesforce Integration with PHP

Slide 1: Salesforce Integration with PHP A Sydney PHP Group Presentation April 3rd 2008 Toivo Talikka http://totaldata.biz

Slide 2: 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

Slide 3: User Interface

Slide 4: Integration With PHP  Web Services API  PHP Toolkit

Slide 5: 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

Slide 6: Web Services

Slide 7: 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

Slide 8: Sales Objects

Slide 9: 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

Slide 10: SOQL  Comparison operators:  = != < <= > >=  like: case insensitive matching  Wildcards % and _  Logical operators: and, or, not  Boolean filtering  where BooleanField = TRUE  where BooleanField = FALSE

Slide 11: 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

Slide 12: 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

Slide 13: 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'

Slide 14: Returned Objects $query = "SELECT Id, FirstName, LastName from Contact"; $queryResult = $mySforceConnection->query($query); $records = $queryResult->records; foreach ($records as $record) { $sObject = new SObject($record); echo "Id = ".$sObject->Id; echo "First Name = ".$sObject->fields->FirstName; echo "Last Name = ".$sObject->fields->LastName; }

Slide 15: 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'; $query .= " WHERE Id = '".$account_id."'";

Slide 16: 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;

Slide 17: 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;

Slide 18: APEX Data Loader Download tables as CSV files Test queries before using API