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Merge pull request #358 from ballerina-platform/types
Move salesforce types package into salesforce
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## Overview | ||
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Salesforce is a leading customer relationship management (CRM) platform that helps businesses manage and streamline their sales, service, and marketing operations. The [Ballerina Salesforce Connector](https://central.ballerina.io/ballerinax/salesforce/latest) is a project designed to enhance integration capabilities with Salesforce by providing a seamless connection for Ballerina. Notably, this Ballerina project incorporates record type definitions for the base types of Salesforce objects, offering a comprehensive and adaptable solution for developers working on Salesforce integration projects. | ||
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## Setup Guide | ||
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To customize this project for your Salesforce account and include your custom SObjects, follow the steps below: | ||
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### Step 1: Login to Your Salesforce Developer Account | ||
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Begin by logging into your [Salesforce Developer Account](https://developer.salesforce.com/). | ||
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### Step 2: Generate Open API Specification for Your SObjects | ||
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#### Step 2.1: Initiate OpenAPI Document Generation | ||
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Use the following command to send a POST request to start the OpenAPI document generation process. | ||
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```bash | ||
curl -X POST -H "Content-Type: application/json" -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \ | ||
https://MyDomainName.my.salesforce.com/services/data/vXX.X/async/specifications/oas3 \ | ||
-d '{"resources": ["*"]}' | ||
``` | ||
Replace YOUR_ACCESS_TOKEN and MyDomainName with your actual access token and Salesforce domain. If successful, you'll receive a response with a URI. Extract the locator ID from the URI. | ||
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#### Step 2.2: Retrieve the OpenAPI Document | ||
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Send a GET request to fetch the generated OpenAPI document using the following command. | ||
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```bash | ||
curl -X GET -H "Content-Type: application/json" -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \ | ||
https://MyDomainName.my.salesforce.com/services/data/vXX.X/async/specifications/oas3/LOCATOR_ID -o oas.json | ||
``` | ||
Replace YOUR_ACCESS_TOKEN, MyDomainName, and LOCATOR_ID with your actual values. | ||
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### Step 3: Configure Cluster Settings | ||
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To prevent Out-of-Memory (OOM) issues, execute the following command: | ||
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```bash | ||
export JAVA_OPTS="$JAVA_OPTS -DmaxYamlCodePoints=99999999" | ||
``` | ||
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Generate the Ballerina project for the OpenAPI spec using the Ballerina Open API tool with the following commands. | ||
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1. Create a new Ballerina project, naming the project as desired (e.g., custom_types, salesforce_types, etc.). | ||
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```bash | ||
bal new custom_types | ||
``` | ||
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2. Customize the package details by editing the `Ballerina.toml` file. For instance, you can modify the [package] section as follows: | ||
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```toml | ||
[package] | ||
org = "example" | ||
name = "salesforce.types" | ||
version = "0.1.0" | ||
``` | ||
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Feel free to replace "salesforce.types" with one of the suitable desired names like "custom.types" or "integration.types," or come up with your own unique package name. | ||
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4. Move the OpenAPI spec into the newly created project directory and execute the following command: | ||
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```bash | ||
bal openapi -i oas.json --mode client --client-methods resource | ||
``` | ||
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This will generate the Ballerina project structure, record types that correspond to the SObject definitions, and client methods based on the provided OpenAPI specification. | ||
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### Step 4: Edit the Generated Client and Push it to Local Repository | ||
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#### Step 4.1 Delete the utils.bal and clients.bal files. | ||
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#### Step 4.2 Use the following commands to build, pack, and push the package: | ||
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````bash | ||
bal pack | ||
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bal push --repository=local | ||
```` | ||
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By following these steps, you can set up and customize the Ballerina Salesforce Connector for your Salesforce account with ease. | ||
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## Quickstart | ||
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To use the `salesforce.types` module in your Ballerina application, modify the `.bal` file as follows: | ||
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### Step 1: Import the package | ||
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Import `ballerinax/salesforce.types` module. | ||
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```ballerina | ||
import ballerinax/salesforce; | ||
import ballerinax/salesforce.types; | ||
``` | ||
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### Step 2: Instantiate a new client | ||
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Obtain the tokens using the following the [`ballerinax/salesforce` connector set up guide](https://central.ballerina.io/ballerinax/salesforce/latest). Create a salesforce:ConnectionConfig with the obtained OAuth2 tokens and initialize the connector with it. | ||
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```ballerina | ||
salesforce:ConnectionConfig config = { | ||
baseUrl: baseUrl, | ||
auth: { | ||
clientId: clientId, | ||
clientSecret: clientSecret, | ||
refreshToken: refreshToken, | ||
refreshUrl: refreshUrl | ||
} | ||
}; | ||
salesforce:Client salesforce = new(config); | ||
``` | ||
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### Step 3: Invoke the connector operation | ||
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Now you can utilize the available operations. Note that they are in the form of remote operations. Following is an example on how to create a record using the connector. | ||
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```ballerina | ||
salesforce:Client salesforce = check new (config); | ||
stypes:AccountSObject response = { | ||
Name: "IT World", | ||
BillingCity: "New York" | ||
}; | ||
salesforce:CreationResponse response = check salesforce->create("Account", response); | ||
``` | ||
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Use following command to compile and run the Ballerina program. | ||
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```bash | ||
bal run | ||
``` |
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