Simon Fell > Its just code > Salesforce.com

Sunday, July 13, 2008

Updates

I released a new version of SoqlX a few days ago, this updates it to the v13.0 API, and adds the ability to save the query results as a CSV file. And i just posted a new release of PocketHTTP, this adds a change to not send the full URL when proxying over SSL. PocketSOAP and PocketXML-RPC both now are a few revs behind pocketHTTP. I'll be updating the installers for those 2 to bring them up to date sometime in the next week.

Thursday, July 10, 2008

Salesforce Mobile for iPhone

Hits the streets today, even making the front page of AppStore. Finally, time for some sleep ;)

Thursday, June 26, 2008

sfical.py

Sometimes full blown 2 way sync is just overkill, for some people just having a read only copy of their salesforce.com calendar in iCal is all they want, fortunately this is pretty straightforward, iCal supports subscribing to iCalendar feeds, and conveniently your Mac includes a copy of Apache httpd, so can easily run perl, python etc in response to a request. Throw in a library for accessing the Salesforce.com API, and you have all the ingredients needed. I put this together in Python using Beatbox, it makes API calls to login and to query events, and to generate an iCalendar formated response, You then subscribe to the url on your local Mac in iCal to show the data in iCal with the rest of your calendars.

• Download the code, this has the 2 files for beatbox, and the third is the iCalendar generator.
• Unzip this and drop the 3 files into your /Library/WebServer/CGI-Executables folder.
• From System preferences -> Sharing make sure that Web Sharing is turned on.
• Quickly test it in safari, goto http://localhost/cgi-bin/sfical.py?un=user@foo.bom&pwd=SomePassword if everything works, you should see something that starts like
  

  BEGIN:VCALENDAR
  VERSION:2.0
  PRODID:-//PocketSoap//pyCal 1.0//EN
  X-WR-CALNAME:Salesforce calendar : Simon Fell
  METHOD:PUBLISH
  BEGIN:VEVENT

• Goto iCal, goto the calendar menu and pick subscribe, paste the URL from safari into the URL box, and then in the resulting dialog, pick how often you want it to auto-refresh (I'd suggest no more often than once a hour).

That's it!, you're good to go, you should have all your upcoming events now showing in iCal.

SF3 v0.6

SF³ Is now available, if you're on a older version, you'll get prompted to upgrade next time you restart it. This adds a new option to get a prompt before applying any changes to Salesforce.com, useful for spotting when a sync is going to change/delete more data than you were expecting.

Also included is support for multi-day all day events, a new feature added to Salesforce.com in the summer '08 release, now these will get correctly mapped between Salesforce and iCal.

Thursday, June 05, 2008

who.type

Quick Salesforce.com API tip, most of the API requires you to know both the ID of a record, and its type (e.g to update it, or to retrieve its field values). In most cases it pretty easy to get that, but where most people get tripped up is on polymorphic foreign keys (e.g. whoId on task), the trick is to remember the thing at the end of the relationship can tell you its type, so instead of using this query, then being left trying to work out what type the whoId is,

select id, whoId from task

instead use SOQL-R, and use this query, now you will know what type the whoId is without any further shenanigans (like calling describeSObject on everything and matching the keyprefix which is horribly slow way to do it)

select id, who.id, who.Type from task

The follow on is that it then becomes easy to run queries that find all tasks ascociated with contacts, it's just

select id, who.id, who.Type from task where who.Type='Contact'

Saturday, May 03, 2008

Metadata API (more)

I discovered a new Salesforce related blog today, and noticed that they spread the seeming popular meme that the metadata API doesn't work on standard objects, so just clarify that that's wrong, here's a .NET example that adds a new custom field to the standard Account object.

using System;
using System.Collections.Generic;
using System.Text;

namespace metadata
{
    class Program
    {
        static void Main(string[] args)
        {
            if (args.Length != 2)
            {
                Console.WriteLine("useage: metadataDemo username password");
                return;
            }
            MetadataCreator mc = new MetadataCreator(args[0], args[1]);
            mc.Create();
        }
    }

    class MetadataCreator
    {
        private metaforce.MetadataService ms;
        private sforce.SforceService ss;

        public MetadataCreator(String username, String password)
        {
            ss = new sforce.SforceService();
            sforce.LoginResult lr = ss.login(username, password);
            
            ss.Url = lr.serverUrl;
            ss.SessionHeaderValue = new sforce.SessionHeader();
            ss.SessionHeaderValue.sessionId = lr.sessionId;

            ms = new metaforce.MetadataService();
            ms.Url = lr.metadataServerUrl;
            ms.SessionHeaderValue = new metaforce.SessionHeader();
            ms.SessionHeaderValue.sessionId = lr.sessionId;
        }

        public void Create()
        {
            metaforce.CustomField cf = new metaforce.CustomField();
            cf.description = "Favorite fruit";
            cf.fullName = "Account.favFruit__c";
            cf.label = "Fav Fruit";
            cf.type = metaforce.FieldType.Text;
            cf.length = 25;
            cf.lengthSpecified = true;

            metaforce.AsyncResult r = ms.create(new metaforce.Metadata[] { cf })[0];
            while(!r.done) {
                System.Threading.Thread.Sleep(r.secondsToWait * 1000);
                r = ms.checkStatus(new string[] { r.id })[0];
            }
            if (r.state == metaforce.AsyncRequestState.Error) 
                Console.WriteLine("Error : {0} {1}", r.statusCode, r.message);
            else {
                Console.WriteLine("Done, added new field to Account");
            }
        }
    }
}

Thursday, March 06, 2008

SFFS

About a year ago I posted about sfdcFuse, a command line utility that exposes the Document repository in Salesforce.com as a mountable volume using MacFUSE. Unfortunately this version doesn't work on Leopard, so I've been working on a Leopard version, and at the same time, getting rid of the command line interface and putting a regular cocoa front end on it. The result is SFFS (the SalesForce File System). Much like the earlier version, this exposes a read-only copy of your document repository as a mounted volume on your Mac. You get my standard UI for login, complete with keychain support, and auto-updates via Sparkle. Its available under the open source BSD license, everything is over on the Google code project.

Monday, February 18, 2008

SF Cubed v0.53

I just released this, it fixes a problem with all day events not picking up date changes from Salesforce.com, and addresses some weirdness relating to filtering on 10.5.2 (which would manifest itself as SF³ saying it picked up local changes, but that it didn't appear to change anything in Salesforce.com). I'm working entirely out of the Google code project now, so you can see source code changes for specific issues, issues come and go in the issue tracker, and the sparkle auto-updater is now pulling builds from the google code site. Everything seems to be working just fine.

Sunday, February 17, 2008

Maildrop goes open source

Hot on the heals of SF3, Maildrop is now open source as well, checkout the source, log bugs, enhancement requests etc all over at the project home page @ Google code. My thanks to Ron and the ADN crew for helping organize this.

Sunday, February 10, 2008

SFCubed now open source

With the 0.52 release of SF³ I made it open source under the BSD license. Rather than host everything myself, which is how I've handled previous open source projects of mine, (sourceforge looked to be on its last legs for quite a well, but is still going) I've decided to try out the Google code project hosting. Everything is over there, source code in SVN, an issue tracker that i loaded up with all the bugs and feature requests i know about, and there's a wiki that contains most of the content from my own SF³ page. Share & Enjoy.

Friday, February 08, 2008

SF Cubed

For those folks that have ran into iCal sync problems on Leopard, try this build, let me know how you get on. (this also includes a lot of fixes for contact sync where your AB contact have more data than salesforce supports, e.g. multiple work phone numbers). I've also decided to open source SF³, as i just don't have the time to move it forward fast enough, the complexities of the sync and data mapping process/problems means you really can't work on it in little chunks of time like i can for the other apps. This should give the folks that are in need of more features and/or specific changes for their setup a chance to get what they need done.

Sunday, February 03, 2008

SoqlX superbowl edition

There's a new version of SoqlXplorer available, this version requires Leopard, it has an updated UI, support for displaying child queries (double click on the magnifying glass icon), a recent query list, and a few other bits'n'peices.

Thursday, January 31, 2008

Metadata API from .NET

A few people have been asking for a complete example of using the metadata API from .NET, If you've using the regular enterprise/partner API, then the patterns should look familiar. One wrinkle for .NET is the whole fooSpecified mess, this is more apparent in the metadata API because most of the fields aren't strings.

I created a new project in VS.NET 2005, imported the enterprise WSDL (as sforce) and imported the metadata WSDL (as metaforce), the code makes a login call with the enterprise API, creates a stub for the metadata API, configuring the sessionHeader and Url from the login result (just like for the regular enterprise stub). then goes on to setup a CustomObject structure and passes it to create. One difference to the enterprise API is that the process is async, so you get back an AsyncResult structure that indicates its current state, a guess at how long to wait before checking its state again and so on, so we sit in a loop (with the specified waits) until its done. If the object was created, then we call describeSObject on the enterprise API to check that it really did do something, here's the code.

using System;
using System.Collections.Generic;
using System.Text;

namespace metadataDemo
{
    class Program
    {
        static void Main(string[] args)
        {
            if (args.Length != 2)
            {
                Console.WriteLine("useage: metadataDemo username password");
                return;
            }
            MetadataCreator mc = new MetadataCreator(args[0], args[1]);
            mc.Create();
        }
    }

    class MetadataCreator
    {
        private metaforce.MetadataService ms;
        private sforce.SforceService ss;

        public MetadataCreator(String username, String password)
        {
            ss = new sforce.SforceService();
            sforce.LoginResult lr = ss.login(username, password);
            
            ss.Url = lr.serverUrl;
            ss.SessionHeaderValue = new sforce.SessionHeader();
            ss.SessionHeaderValue.sessionId = lr.sessionId;

            ms = new metaforce.MetadataService();
            ms.Url = lr.metadataServerUrl;
            ms.SessionHeaderValue = new metaforce.SessionHeader();
            ms.SessionHeaderValue.sessionId = lr.sessionId;
        }

        public void Create()
        {
            metaforce.CustomObject co = new metaforce.CustomObject();
            co.deploymentStatus = metaforce.DeploymentStatus.Deployed;
            co.deploymentStatusSpecified = true;
            co.description = "My Custom Object created from .NET";
            co.fullName = "DotNetCustomObject__c";
            co.label = "DotNet Custom Object";
            co.pluralLabel = "DotNet Custom Objects";
            co.sharingModel = metaforce.SharingModel.ReadWrite;
            co.sharingModelSpecified = true;
            co.nameField = new metaforce.CustomField();
            co.nameField.type = metaforce.FieldType.Text;
            co.nameField.label = "The Name";
            co.nameField.length = 100;
            co.nameField.lengthSpecified = true;

            metaforce.AsyncResult r = ms.create(new metaforce.Metadata[] { co })[0];
            while(!r.done) {
                System.Threading.Thread.Sleep(r.secondsToWait * 1000);
                r = ms.checkStatus(new string[] { r.id })[0];
            }
            if (r.state == metaforce.AsyncRequestState.Error) 
                Console.WriteLine("Error : {0} {1}", r.statusCode, r.message);
            else {
                Console.WriteLine("Created customObject {0}, calling describeSObject now", co.fullName);
                sforce.DescribeSObjectResult d = ss.describeSObject(co.fullName);
                Console.WriteLine("DescribeSobject for {0} ({1})", d.name, d.label);
                foreach(sforce.Field f in d.fields)
                    Console.WriteLine("{0}\t{1}", f.name, f.type);
            }
        }
    }
}

And here's the output from a running it

Created customObject DotNetCustomObject__c, calling describeSObject now
DescribeSobject for DotNetCustomObject__c (DotNet Custom Object)
Id      id
OwnerId reference
IsDeleted       boolean
Name    string
CreatedDate     datetime
CreatedById     reference
LastModifiedDate        datetime
LastModifiedById        reference
SystemModstamp  datetime

Creating customFields is just as easy, just remember to specify the fully qualified fieldname as its fullName, e.g. if you wanted a new field on your custom object co__c, you set the name to be co__c.newField__c, or if you wanted a new custom field on Account, it'd be Account.newField__c. Share and Enjoy.

Monday, January 21, 2008

ApexDataLoader

At Thursdays Tour de Force conference, I ran into a few folks who asked for a more upto date build of the DataLoader for OSX. I put together a new build based on the 10.0 Apex Data Loader. I've tested this on Leopard, it should also work on Tiger if you have the Java 1.5 update installed (but I haven't tried it, if you have trouble the older version was built & tested on Tiger, details here). If you're still on Tiger, let me know how you get on with it.. And a reminder, you can find the complete list of my OSX/Salesforce.com tools at http://www.pocketsoap.com/osx/.

Sunday, January 06, 2008

Updated Apex plugin for TextMate

I updated the TextMate plug-in I wrote for Apex, the new version handles the keychain much better, and now supports servers other than www.salesforce.com (e.g. Sandbox or pre-release). Download the updated plugin bundle and drop it in your ~/Library/Application Support/TextMate/Bundles folder.