Salesforce Basics Presentation
Salesforce Basics Presentation
© 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
Force.com Explorer
Apex Explorer
Salesforce provides
programmatic
access to
organization’s
information using a
simple, powerful,
and secure Force.com Mobile
Force.com API
interface, the Force.com DB
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?
Service }
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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A
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