NAME WWW::Salesforce - This class provides a simple SOAP client for Salesforce.com. SYNOPSIS use Try::Tiny; use WWW::Salesforce (); try { my $sforce = WWW::Salesforce->login( username => 'foo', password => 'password' . 'pass_token', serverurl => 'https://test.salesforce.com', version => '52.0' # must be a string ); my $res = $sforce->query(query => 'select Id, Name from Account'); say "Found this many: ", $res->valueof('//queryResponse/result/size'); my @records = $res->valueof('//queryResponse/result/records'); say $records[0]; } catch { # log or whatever. we'll just die for example die "Could not perform an action: $_"; } DESCRIPTION This class provides a simple abstraction layer between SOAP::Lite and Salesforce . Because SOAP::Lite does not support "complexTypes", and document/literal encoding is limited, this module works around those limitations and provides a more intuitive interface a developer can interact with. CONSTRUCTOR ARGUMENTS Given that WWW::Salesforce doesn't have attributes in the traditional sense, the following arguments, rather than attributes, can be passed into the constructor. password my $sforce = WWW::Salesforce->new(password => 'foobar1232131'); The password is a combination of your Salesforce password and your user's Security Token . serverurl my $sforce = WWW::Salesforce->new(serverurl => 'https://login.salesforce.com'); # or maybe one of your developer instances $sforce = WWW::Salesforce->new(serverurl => 'https://test.salesforce.com'); When you login to Salesforce, it's sometimes useful to login to one of your sandbox or other instances. All you need is the base URL here. username my $sforce = WWW::Salesforce->new(username => 'foo@bar.com'); When you login to Salesforce, your username is necessary. version my $sforce = WWW::Salesforce->new(version => '52.0'); Salesforce makes changes to their API and luckily for us, they version those changes. You can choose which API version you want to use by passing this argument. However, it must be a string. CONSTRUCTORS WWW::Salesforce constructs its instance and immediately logs you into the Salesforce API. So that there's less confusion, we have the traditional constructor as well as a second constructor named login. new my $sforce = WWW::Salesforce->new( username => 'foo@bar.com', password => 'password' . 'security_token', serverurl => 'https://login.salesforce.com', version => '52.0' ); When you create a new instance, the "username" in WWW::Salesforce and "password" in WWW::Salesforce arguments are required. The others are not required. After construction, these items are not mutable. login my $sforce = WWW::Salesforce->login( username => 'foo@bar.com', password => 'password' . 'security_token', serverurl => 'https://login.salesforce.com', version => '52.0' ); When you create a new instance, the "username" in WWW::Salesforce and "password" in WWW::Salesforce arguments are required. The others are not required. After construction, these items are not mutable. METHODS convertLead( HASH ) The "convertLead" method returns an object of type SOAP::SOM if the login attempt was successful, and 0 otherwise. Converts a Lead into an Account, Contact, or (optionally) an Opportunity The following are the accepted input parameters: %hash_of_array_references leadId => [ 2345, 5678, ], contactId => [ 9876, ], create( HASH ) Adds one new individual objects to your organization's data. This takes as input a HASH containing the fields (the keys of the hash) and the values of the record you wish to add to your organization. The hash must contain the 'type' key in order to identify the type of the record to add. Returns a SOAP::Lite object. Success of this operation can be gleaned from the envelope result. $r->envelope->{Body}->{createResponse}->{result}->{success}; delete( ARRAY ) Deletes one or more individual objects from your organization's data. This subroutine takes as input an array of SCALAR values, where each SCALAR is an "sObjectId". describeGlobal() Retrieves a list of available objects for your organization's data. You can then iterate through this list and use "describeSObject()" to obtain metadata about individual objects. This method calls the Salesforce describeGlobal method . describeLayout( HASH ) Describes metadata about a given page layout, including layouts for edit and display-only views and record type mappings. type The type of the object you wish to have described. describeSObject( HASH ) Describes metadata (field list and object properties) for the specified object. type The type of the object you wish to have described. describeSObjects( type => ['Account','Contact','CustomObject__c'] ) An array based version of describeSObject; describes metadata (field list and object properties) for the specified object or array of objects. describeTabs() Use the "describeTabs" call to obtain information about the standard and custom apps to which the logged-in user has access. The "describeTabs" call returns the minimum required metadata that can be used to render apps in another user interface. Typically this call is used by partner applications to render Salesforce data in another user interface. get_session_id() Gets the Salesforce SID get_user_id() Gets the Salesforce UID get_username() Gets the Salesforce Username getDeleted( HASH ) Retrieves the list of individual objects that have been deleted within the given time span for the specified object. type Identifies the type of the object you wish to find deletions for. start A string identifying the start date/time for the query end A string identifying the end date/time for the query getServerTimestamp() Retrieves the current system timestamp (GMT) from the Salesforce web service. getUpdated( HASH ) Retrieves the list of individual objects that have been updated (added or changed) within the given time span for the specified object. type Identifies the type of the object you wish to find updates for. start A string identifying the start date/time for the query end A string identifying the end date/time for the query getUserInfo( HASH ) Retrieves personal information for the user associated with the current session. user A user ID logout() Ends the session for the logged-in user issuing the call. No arguments are needed. Useful to avoid hitting the limit of ten open sessions per login. Logout API Call query my $res = $sf->query(query => 'SELECT Id, Name FROM Account'); $res = $sf->query(query => 'SELECT Id, Name FROM Account', limit => 20); # records as an array my @records = $res->valueof('//QueryResult/result/records'); # number of records returned (int) my $number = $res->valueof('//QueryResult/result/size'); # When our query has more results than our limit, we get paged results my $done = $res->valueof('//queryResponse/result/done'); while (!$done) { my $locator = $res->valueof('//queryResponse/result/queryLocator'); # use that locator for the queryMore method } Executes a query against the specified object and returns data that matches the specified criteria. The method takes in a hash with two potential keys, "query" and "limit". The "query" key is required and should contain an SOQL query string. The "limit" key sets the batch size, or size of the result returned. This is helpful in producing paginated results, or fetching small sets of data at a time. queryAll( HASH ) Executes a query against the specified object and returns data that matches the specified criteria including archived and deleted objects. query The query string to use for the query. The query string takes the form of a *basic* SQL statement. For example, "SELECT Id,Name FROM Account". limit This sets the batch size, or size of the result returned. This is helpful in producing paginated results, or fetch small sets of data at a time. queryMore( HASH ) Retrieves the next batch of objects from a "query" or "queryAll". queryLocator The handle or string returned by "query". This identifies the result set and cursor for fetching the next set of rows from a result set. limit This sets the batch size, or size of the result returned. This is helpful in producing paginated results, or fetch small sets of data at a time. resetPassword( HASH ) Changes a user's password to a server-generated value. userId A user Id. retrieve( HASH ) fields A comma delimited list of field name you want retrieved. type The type of the object being queried. ids The ids (LIST) of the object you want returned. search( HASH ) searchString The search string to be used in the query. For example, "find {4159017000} in phone fields returning contact(id, phone, firstname, lastname), lead(id, phone, firstname, lastname), account(id, phone, name)" setPassword( HASH ) Sets the specified user's password to the specified value. userId A user Id. password The new password to assign to the user identified by "userId". sf_date Converts a time in Epoch seconds to the date format that Salesforce likes update(type => $type, HASHREF [, HASHREF ...]) Updates one or more existing objects in your organization's data. This subroutine takes as input a type value which names the type of object to update (e.g. Account, User) and one or more perl HASH references containing the fields (the keys of the hash) and the values of the record that will be updated. The hash must contain the 'Id' key in order to identify the record to update. upsert(type => $type, key => $key, HASHREF [, HASHREF ...]) Updates or inserts one or more objects in your organization's data. If the data doesn't exist on Salesforce, it will be inserted. If it already exists it will be updated. This subroutine takes as input a type value which names the type of object to update (e.g. Account, User). It also takes a key value which specifies the unique key Salesforce should use to determine if it needs to update or insert. If key is not given it will default to 'Id' which is Salesforce's own internal unique ID. This key can be any of Salesforce's default fields or an custom field marked as an external key. Finally, this method takes one or more perl HASH references containing the fields (the keys of the hash) and the values of the record that will be updated. describeMetadata() Get some metadata info about your instance. retrieveMetadata checkAsyncStatus( $pid ) checkRetrieveStatus( $pid ) getErrorDetails( RESULT ) Returns a hash with information about errors from API calls - only useful if ($res->valueof('//success') ne 'true') { 'statusCode' => 'INVALID_FIELD_FOR_INSERT_UPDATE', 'message' => 'Account: bad field names on insert/update call: type' ... } bye() Synonym for "logout". Ends the session for the logged-in user issuing the call. No arguments are needed. Returns a reference to an array of hash refs do_query( $query, [$limit] ) Returns a reference to an array of hash refs do_queryAll( $query, [$limit] ) Returns a reference to an array of hash refs get_field_list( $table_name ) Returns a ref to an array of hash refs for each field name Field name keyed as 'name' get_tables() Returns a reference to an array of hash references Each hash gives the properties for each Salesforce object EXAMPLES login() use WWW::Salesforce; my $sf = WWW::Salesforce->login( 'username' => $user,'password' => $pass ) or die $@; search() my $query = 'find {4159017000} in phone fields returning contact(id, phone, '; $query .= 'firstname, lastname), lead(id, phone, firstname, lastname), '; $query .= 'account(id, phone, name)'; my $result = $sforce->search( 'searchString' => $query ); SUPPORT Please visit Salesforce.com's user/developer forums online for assistance with this module. You are free to contact the author directly if you are unable to resolve your issue online. CAVEATS The "describeSObjects" and "describeTabs" API calls are not yet complete. These will be completed in future releases. Not enough test cases built into the install yet. More to be added. SEE ALSO L by Jun Shimizu L by Byrne Reese Examples on Salesforce website: L HISTORY This Perl module was originally provided and presented as part of the first Salesforce.com dreamForce conference on Nov. 11, 2003 in San Francisco. AUTHORS Byrne Reese - Chase Whitener Fred Moyer CONTRIBUTORS Michael Blanco Garth Webb Jun Shimizu Ron Hess Tony Stubblebine COPYRIGHT & LICENSE Copyright 2003-2004 Byrne Reese, Chase Whitener, Fred Moyer. All rights reserved. This program is free software; you can redistribute it and/or modify it under the same terms as Perl itself.