SFDC DEMO

© Mohan Noothalapati
AGENDA
 Introduction to Salesforce
 Salesforce Developer Account demo
 Force.com Web Services API
 SOQL
 API Calls
 Outbound Messaging
 About APEX
 APEX Web Services
 WSDL Demo
 Explore SFDC
 Shared Resources
 Q&A
ABOUT SALESFORCE
 Salesforce.com is a software as a service (SaaS) company
that distributes business software on a subscription
basis. Salesforce hosts the applications offsite. It is best
known for its Customer Relationship Management
(CRM) products.
 The Force.com platform allows external developers to

create add-on applications that integrate into the main

Salesforce application and are hosted on salesforce.com's
infrastructure.
 These applications are built using Apex (a proprietary

Java-like programming language for the Force.com

Platform) and Visualforce (an XML-like syntax for
building user interfaces in HTML, AJAX or Flex).
DEMO WITH SFDC DEVELOPER
ACCOUNT
 Personal Information and Profile
 Security Token and Tab Customization

 Email, Templates and Stay in Touch

 Import Accounts and Contacts

 About Entire Customization Tab – Tabs, Objects,

Fields, Validation Rules, Layouts.

 Workflows, Triggers, Outbound messages, Pages,

Sites, APEX classes, Test Classes

 General Settings

 Force.com Explorer

 Apex Explorer

 Sforce Offline Edition

THE FORCE.COM API
Overview

 Salesforce provides
programmatic
access to
organization’s
information using a
simple, powerful,
and secure Force.com Mobile

application Force.com Builder

programming Force.com Connect Apex Code

Force.com API
interface, the Force.com DB

Force.com Web Force.com OS

Services API.
HOW DOES IT WORK?
1. Login call
 Log in to the server and receive authentication information to be used for
subsequent calls
2. Salesforce Objects (sObjects)
 are representations of organization’s Salesforce data
 e.g. accounts are represented by an Account object
 The Account object has fields that represent the account name, phone
number, shipping address, and so on
3. Operations
 Create, update, and delete data (create, merge, update, upsert, delete calls)
 Replicate data locally (getDeleted and getUpdated calls)
 Perform administrative tasks (e.g. getUserInfo , setPassword calls)
 Obtain and navigate metadata (e.g. describeSObject call)
http/s
 Work with workflow and approvals (process call)
Username/Password
Username/Password
 Query your organization’s information (query, queryAll, queryMore, and
Force.com API
retrieve calls)Token
URL/Session
URL/SessionID
ID Token
 Use the Salesforce Object Query Language (SOQL) to construct simple
powerful query strings
SOQL
 Similar to SQL syntax
 Allows you to specify
 Source object (such as Account),
 A list of fields to retrieve
 Conditions for selecting rows in the source object.
 Sample SOQL statement:
SELECT Name
FROM Account
WHERE Name like 'A%'
 Supports Relationships
 For more information – Go to SOQL under Query() in Web
Services API Guide.
API CALL
API call
 After logging in, defining and populating the sObject
and choosing the operation

URL (http/s)
Force.com API
FACTS
 The Force.com API exposes
 all standard Salesforce Objects.
 all custom Salesforce Objects and custom fields on standard
Salesforce objects
 The Force.com API is secure
 Supports Secure Sockets Layer (SSL) protocol SSLv3
 Username/Password Credential Authentication
 Optional Support for SAML and other token mechanisms
 The Force.com API is standards-based
 Simple Object Access Protocol (SOAP) 1.1 compliant
 Web Service Description Language (WSDL) 1.1 compliant
 WS-I Basic Profile 1.1 compliant
OUTBOUND MESSAGING
Overview

 Outbound Messaging
enables real-time
integration by sending
Outbound Messages from
Salesforce.com to any Web
Service endpoint exposed
on the Internet based on
triggered Workflow Rules.
OUTBOUND MESSAGING
Overview
Call back using
Partner/Enterprise URL,

Outbound Messaging
Session ID Token contained
 in the original Outbound
Message
 is asynchronous
 but allows easy callbacks
into Salesforce.com using
the Force.com API
(all Outbound Messages
contain Enterprise/Partner
URL and a Session ID
Token for easy backs)

api
OUTBOUND MESSAGING
How does it work?

1 Create a Workflow Rule / Approval Process

 Define Workflow Rules / Approval Processes that trigger Outbound Messages

2 Create an Outbound Message Workflow Action

 Manage Outbound Message content and Endpoint URL
 Download Outbound Message WSDL file
 Implement a Web Service Listener that consumes the Outbound
3
Message
 Outbound Messaging is
4  Reliable
 24 hours retry for failed Outbound Messages
 Secure
 Supports HTTP/S
 Supports X.509 Client Certificates
 Outbound Messages sent from salesforce.com IP Addresses
 Outbound Messages contain Salesforce.com OrganizationId
WHAT IS APEX?
 Force.com Apex code is a strongly-typed, object-oriented programming
language that allows developers to execute flow and transaction control
statements on the Force.com platform server in conjunction with calls to
the Force.com API. Using syntax that looks like Java and acts like
database stored procedures, Apex code enables developers to add
business logic to most system events, including button clicks, related
record updates, and Visualforce pages. Apex scripts can be initiated by
Web service requests and from triggers on objects.
APEX WEB SERVICES
1 Write your Apex Code
class myPackage {
webService Id makeContact(String lastName
Class ,Account a)
{

2 Use the webService

Contact c = new Contact(lastName = 'Spohn',
AccountId = a.Id);
annotation to expose a insert c;
commit;
Method of the Class as Web }
return c.id;

Service }

3 Download the WSDL file

 Go to Setup | Build | Code
 Click the name of a package
that contains webService


methods
Click Generate WSDL Eclipse
Demo
 M O
DL DE
WS
EXPLORE ON SFDC
 Developer account can be created at http://developer.force.com
 Technical Documentation (Integration) at
http://wiki.developerforce.com/index.php/Documentation
 Community at http://community.salesforce.com/
 Salesforce.com blog at http://blog.sforce.com/
 Force.com Video Tutorials at
http://www.salesforce.com/platform/
 API Documentation at
http://www.adnsandbox.com/media/flexsdk/docs/package-summa
ry.html

 WebServices API at
http://www.salesforce.com/us/developer/docs/api/index_Left.htm
SHARED RESOURCES
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Q&
A
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