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SFDC Integration Basics Gerry Winning. Integrating Your Progress App with SFDC Ovid Back Office App is Fully Integrated with SFDC (about two and a half.

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Presentation on theme: "SFDC Integration Basics Gerry Winning. Integrating Your Progress App with SFDC Ovid Back Office App is Fully Integrated with SFDC (about two and a half."— Presentation transcript:

1 SFDC Integration Basics Gerry Winning

2 Integrating Your Progress App with SFDC Ovid Back Office App is Fully Integrated with SFDC (about two and a half years ago) Just Getting Starting was 90% of the Frustration Start For Your to Hammer Out Your Own Framework –Progress TempTable to and from SFDC

3 SFDC Web APIs SOAP –Full Featured API for Full Application Integration –Progress Soap, Sax Parser/Reader BULK (“REST-ish” Arbitrary WebAPI) –Schedule Jobs, Pole for Results, then Download Larges Amount of Data Quickly as CSV or XML (Big Reports) –DotNet WebClient, Progress Soap REST –JSON or Whatever (Thin) –Currently Great for Phone Apps –DotNet WebClient, Progress JSON Object

4 SOAP API Download WSDL from SFDC –Setup->Develop->API->Generate Enterprise WSDL –File->Save As (Then Fix the Extension) SOAP XML –XML Sent to Operations and XML is Returned –https://wiki.developerforce.com/page/Sample_SOAP_Message s_(10.0_API) – (Shows what the XML should look like)https://wiki.developerforce.com/page/Sample_SOAP_Message s_(10.0_API) Two “Connects” –Login with your UserID and “Password + Security Token” to Get SessionId and New Endpoint –Login to the New Endpoint and Add Header Callback Procedure

5 Security Token

6 Bulk API Allows You to Use a SOAP Login and Pass the SessionId in the Header of the REST-Like Calls Get a Lot of 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 500,000 Records Without Breaking it Up

7 REST API No Soap Structure Overkill –Make a Call to a URL (Access Token in the Header) –Get back a bunch of JSON Uses OAUTH2 –Allows for User/Password Login (Put Garbage in the Callback) –Setup->App Setup->Create->Apps->Connected Apps (See Next Slide) –Allows You to Define Permissions and Optional Callback URL Does not Provide all the Functionality of the SOAP API

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9 Alternative to Replication / APIs SFDC Developer Embeds our Page –Benefits Space is Money Avoid Complex Business Rules in Two Places No SFDC Development Resource Needed for Modifications –Calls our SOAP API to get back a security token We Create a Record in our DB Storing the Token and the User Token Expires After 24 Hours –Passes Context and Token to our Starting Page

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11 Demo SOAP API –Library That You Can Take and Use –Temp-Tables are Defined that Match Your Schema with Serialize Names that Match SFDC Schema Just Add a Field to the TT and it is Replicated Like Magic Not Too Generic as there are ALWAYS Exceptions in Generic Code Bulk API –Library That You Can Take and Use Rest API –Some Very Simple Examples Using DotNet WebClient

12 Gotchas If ANY session of your API user is logged out, ALL sessions are logged out. Account 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… –One “Address Street” Field in SFDC “Shipping Street” –“;” Separated List Instead of “,” –API Errors on Insert/Update if is Not Valid –Field Size is Enforced on SFDC


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