Salesforce Integration with PHP

A Sydney PHP Group PresentationApril 3rd 2008

Toivo Talikkahttp://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

User Interface

Integration With PHP

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

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

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

SOQL

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

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

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'

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;

}

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."'";

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;

Objects and Arrays

Select c.FirstName, c.LastName, a.NameFROM 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