{"id":26937,"date":"2017-07-26T11:25:41","date_gmt":"2017-07-26T11:25:41","guid":{"rendered":"https:\/\/dev.railscarma.com\/salesforce-api-integration-rails-app\/"},"modified":"2021-06-05T07:53:10","modified_gmt":"2021-06-05T07:53:10","slug":"salesforce-api-integration-rails-app","status":"publish","type":"post","link":"https:\/\/www.railscarma.com\/es\/blog\/articulos-tecnicos\/salesforce-api-integration-rails-app\/","title":{"rendered":"Salesforce API integration with Rails app"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tSalesforce is known to be a Customer Relationship Management (CRM) platform and it provides cloud-based applications for Sales, Service & Marketing. This article intends to develop a clearer understanding on the Salesforce API and how you can sync data between Salesforce and your Rails application.\n\nThe following steps are required to be followed to integrate Salesforce API with your Rails application:\n
Use Rails gem \u201crestforce\u201d – https:\/\/github.com\/ejholmes\/restforce<\/blockquote>\n

Instalaci\u00f3n<\/h4>\n
Add gem ‘restforce’, ‘~> 2.5.3\u2019 into your Gemfile\nRun \u2018bundle install\u2019 or \u2018gem install restforce\u2019<\/blockquote>\n

Configuraci\u00f3n<\/h4>\nIn your application.yml, set the following env variables –\n
SALESFORCE_USERNAME: “username”\nSALESFORCE_PASSWORD: “password”\nSALESFORCE_SECURITY_TOKEN: “security token”\nSALESFORCE_CLIENT_ID: “client id\u201d\nSALESFORCE_CLIENT_SECRET: “client secret”\nSALESFORCE_HOST: “host domain name”\nSALESFORCE_API_VERSION=”38.0″<\/blockquote>\nTry to connect to salesforce run \u201csf = Restforce.new\u201d\n

Querying to Salesforce<\/h4>\nSalesforce can have multiple objects like- Account, Certification_c, Learner etc. To access these objects, you can apply the following queries.\n
    \n \t
  • query<\/li>\n \t
  • query_all<\/li>\n \t
  • select<\/li>\n \t
  • search<\/li>\n \t
  • crear<\/li>\n \t
  • find<\/li>\n \t
  • update<\/li>\n \t
  • destroy<\/li>\n<\/ul>\n
    1. query<\/h5>\nExample 1:\n
    accounts = sf.query(“select Id, Something__c from Account”)<\/blockquote>\nExample 2: Time based query using WHERE clause\n# last synced time\n
    last_synced_at = (Time.now.utc – 1.hour).strftime(“%Y-%m-%dT%H:%M:%SZ”)<\/blockquote>\n#current system time\n
    current_time = Time.now.utc.strftime(“%Y-%m-%dT%H:%M:%SZ”)<\/blockquote>\n
    sf.query(“select Id, Something__c from Account WHERE LastModifiedDate >= #{last_synced_at} AND LastModifiedDate <= #{current_time}”)<\/blockquote>\n
    2. query_all<\/h5>\nquery_all lets you to include the results from your query that Salesforce hides in the default “query” method. These also include soft-deleted records and archived records (e.g. Task and Event records, usually archived automatically after they get a year old)\n
    accounts = sf.query_all(“select Id, Something__c from Account where isDeleted = true”)<\/blockquote>\n
    3. select<\/h5>\nselect allows the fetching of a specific list of fields from a single object. It requires an external_id lookup, but is often much faster than an arbitrary query.\n
    sf.select(‘Account’, ‘001D000000INjVe’, [“Id”], ‘Some_External_Id_Field__c’)<\/blockquote>\n
    4. Search<\/h5>\n# Find all occurrences of ‘bar’\n
    sf.search(‘FIND {bar}’)<\/blockquote>\n
    5. create<\/h5>\n# Add a new Certification_c\n
    sf.create(\u2018Certification_c\u2019, Certification_type_c: ‘CSR In-Person’)<\/blockquote>\n
    6. find<\/h5>\n# Find a certification by id\n
    sf.find(\u2018Certification_c\u2019, ‘001D000000INjVe’)<\/blockquote>\n
    7. update<\/h5>\n# Update the ‘Certification_c’ with `Id` ‘0016000000MRatd’\n
    sf.update(‘Certification_c’, Id: ‘0016000000MRatd’, Certification_type_c: ‘CSR Vertual\u2019)<\/blockquote>\n
    8. destroy<\/h5>\n# Destroy a certification by id\n
    sf.destroy(\u2018Certification_c\u2019, ‘001D000000INjVe’)<\/blockquote>\n

    API Limits<\/h4>\nSalesforce has a limit of API call per\/day\/hour. So, you can simply check your Total API calls and available calls.\n
    limits = sf.limits\nlimits[“DailyApiRequests”]<\/blockquote>\n
    Output = {“Max”=>15000, “Remaining”=>14746}<\/blockquote>\nRescue from Restforce API connection errors\n
    def self.connect_to_salesforce\n   sf = nil\n   begin\n      sf = Restforce.new\n   rescue Exception => e\n      error_message = \"Failed to connect to Salesforce using restforce gem!\"       \n    end\n end<\/code><\/pre>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Suscr\u00edbete para recibir las \u00faltimas actualizaciones<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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