Integration with salesforce.com

Sharing our experiences integrating salesforce accessing its database using databasedotcom gem

Transcript

1. Confidential
   sgar.wang@splashtop.com / payton.chou@splashtop.com
   December, 2012
   Integration with Salesforce
   - Access Salesforce data from Ruby
   

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2. 2
   Confidential
   Agenda
   • Who is Splashtop
   • Personal and Business
   • Why choose Salesforce
   • Integration with Salesforce
   • Accessing data using databasedotcom gem
   • Lessons Learned
   • References
   • Insights
   2012/12/8
   

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3. 3
   Confidential
   Who is Splashtop
   2012/12/8
   • Splashtop’s products are top-selling apps on Apple App Store,
   Google Play, Amazon Appstore for Android and others.
   

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4. 4
   Confidential
   Splashtop for Personal
   2012/12/8
   

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5. 5
   Confidential
   Splashtop for Business - Ideal for All Industries
   2012/12/8
   

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6. 6
   Confidential
   Why choose Salesforce (1/2)
   2012/12/8
   

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7. 7
   Confidential
   • CRM, Sales oriented flow automation.
   • Web to Lead, Outbound messages
   • Apex , trigger, callout, visualforce…
   • SOAP, Bulk, Metadata REST API
   • App Exchange, partners.
   • Developer documentations.
   Why Salesforce (2/2)
   2012/12/8
   Sales
   Automation
   John
   Smith
   John@gmail.com
   Send welcome email to user,
   send notification to sales,
   follow up trial processes…
   

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8. 8
   Confidential
   Accessing Salesforce data from Ruby
   • Using databasedotcom gem
   • Setup Remote Access
   • Authentication and Go
   • Lessons Learned
   • References
   • Resources
   • Insights
   2012/12/8
   Sales
   Automation
   John started
   trial our product!
   

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9. 9
   Confidential
   Using databasedotcom gem
   2012/12/8
   1. Wiki Accessing Salesforce Data from Ruby
   1. Register developer account
   2. Setup Remote Access
   3. Authentication
   4. Modules and Name spacing
   5. Ready to go
   client = Databasedotcom::Client.new
   client.authenticate
   client.materialize("Lead")
   a*“start_trial__c"] = "YES"
   a.save
   a =
   Lead.find_by_Email(‘john@gmail.com')
   Accessing Data from Ruby (1/5)
   

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10. 10
    Confidential
    Setup Remote Access
    2012/12/8
    Accessing Data from Ruby (2/5)
    Server
    side setup
    Client side
    setup
    Consumer = client
    id = key
    + token
    

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11. 11
    Confidential
    Authentication and Go
    2012/12/8
    • find_by
    • find_all_by
    • field_name__c
    • save
    • delete
    • Lead.query("CreatedDate >= 2012-10-26T00:00:00.000z")
    Accessing Data from Ruby (3/5)
    id/secret/
    passwd..
    

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12. 12
    Confidential
    Lessons - License Type and Quota
    2012/12/8
    Accessing Data from Ruby (4/5)
    

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13. 13
    Confidential
    Lessons - Exception Handling
    2012/12/8
    TotalRequests Limit exceeded
    • Increase quota or carefully use
    Uninitialized constant Lead
    • Materialize each time before access constant
    Cannot reference converted lead
    • Update Contact instead.
    No such column 'Jigsaw' on entity 'Lead
    • Avoid BE side fields changes
    Accessing Data from Ruby (5/5)
    

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14. 14
    Confidential
    Reference
    • Resources
    • Splashtop (http://www.splashtop.com)
    • Wiki Accessing Salesforce Data from Ruby
    (http://wiki.developerforce.com/page/Accessing_Salesforce_Data_From_Ruby)
    • Integrating with Force.com (youtube, wiki)
    • Object Reference for Salesforce and Force.com
    • Databasedotcom (http://rubydoc.info/gems/databasedotcom)
    • Insights
    2012/12/8
    

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15. Confidential
    Thank You
    

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16. 16
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    Sobject
    2012/12/8
    References – Insight (1/4)
    

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17. 17
    Confidential
    REST API
    • @client.materialize("Lead")
    2012/12/8
    ***** REQUEST: https://ap1.salesforce.com/services/data/v23.0/sobjects/Lead/describe
    ***** RESPONSE: Net::HTTPOK -> {"name":"Lead","fields":
    [{"length":18,"name":"Id", "type":"id", "defaultValue":null,"label":"Lead ID",...
    {"length":0, "name":"IsDeleted","type":"boolean","defaultValue":null,"label":"Deleted",...
    • contact = Lead.find_by_Email(‘john@gmail.com')
    ***** REQUEST:
    https://ap1.salesforce.com/services/data/v23.0/query?q=SELECT%20Id%2CIsDeleted%2CMasterRecordId%2
    ....%20FROM%20Lead%20WHERE%20Email%20%3D%20'demo%40splashtop.com'%20LIMIT%201
    ***** RESPONSE: Net::HTTPOK -> {"totalSize":1,"done":true,"records":
    [{"attributes":{"type":"Lead","url":"/services/data/v23.0/sobjects/Lead/00Q9000000Cd0XXXXX"},
    "Id":"00Q9000000Cd0BlEAJ","IsDeleted":false,"MasterRecordId":null,"LastName":"SplashtopDemo",...}]}
    References – Insight (2/4)
    

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18. 18
    Confidential
    Refresh Token - concept
    2012/12/8
    • Reason
    • Avoid exposing account password in code.
    • Revoke anytime without side effects.
    • How
    • Concept from Digging Deeper into OAuth 2.0
    • Build-Mobile-Apps-in-the-Cloud-with-Omniauth,-Httparty-and-Force.com
    • Never tried - Introduction to the databasedotcom-oauth2 Gem
    References – Insight (3/4)
    

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19. 19
    Confidential
    Refresh Token - implementation
    2012/12/8
    From: http://wiki.developerforce.com/images/6/68/OAuthWebServerFlow.png
    1. Create an local demo project
    2. Gemfile ‘omniauth’
    3. Server side ‘Remote Access’
    https://localhost:3000/auth/forcedotcom/callback
    4. add /config/initializers/omniauth.rb
    5. add /app/controllers/session_controller.rb
    6. modify config/routes.rb
    7. add lib/configforcedotcom.rb
    8. add https
    9. patch file (/Library/Ruby/Gems/1.8)
    ‘~/gems/oa-oauth-0.2.0/lib/omniauth/strategies/oauth2.rb’
    # line 66:
    @access_token = build_access_token
    puts "access_token: #{@access_token.inspect}"
    10. trigger by: https://localhost:3000/auth/forcedotcom
    References – Insight (4/4)
    

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