Salesforce Rest Api Client

A basic Salesforce Api client for PHP, based on bjsmasth/php-salesforce-rest-api.

Supports basic Api methods, SOQL query templating, and mapping of Salesforce records to PHP objects.

Requirements

Requires php 7.4, or php 8.

Installation

Install using composer: composer require nexcess/salesforce

Getting Started

Setting up a Connected App

Before you begin, you need to have set up a "Connected App" in Salesforce and get a consumerKey, consumerSecret, username, and password to allow Api access.

Note, this process may vary depending on changes to the Salesforce website, or on your Salesforce account and settings.

Check Salesforce's Help Docs to verify.

1. Log into to your Salesforce org
2. Click on Setup in the upper right-hand menu
3. Under Build click Create → Apps
4. Scroll to the bottom and click "New" under Connected Apps.
5. Enter the following details for the remote application:
   • Connected App Name
   • API Name
   • Contact Email
   • Under the API dropdown, enable OAuth Settings
   • Callback URL
   • Select Access Scope (If you need a refresh token, specify it here)
6. Click Save, and store your access credentials in a safe place.

Basic Usage

Creating a new Api client and connecting:

use Nexcess\Salesforce\ {
  Authenticator\Password,
  Client
};

// if you need to use a different login endpoint than the default `login.salesforce.com`
//  (e.g., for a sandbox installation during development),
//  include it here with your credentials using the "endpoint" key.
$salesforce = new Client(
    (new Password())->authenticate([
        "client_id" => $YOUR_CONSUMER_KEY,
        "client_secret" => $YOUR_CONSUMER_SECRET,
        "username" => $YOUR_SALESFORCE_USERNAME,
        "password" => $YOUR_SALESFORCE_PASSWORD_AND_SECURITY_TOKEN
    ])
);

The following examples use a Salesforce object named Example that has a field Name.

Executing Basic SOQL Queries:

$select = "SELECT Id, Name FROM Example LIMIT 100";
foreach ($salesforce->query($select) as $object) {
    echo "Example {$object->Id} ({$object->Name})\n";
    // outputs something like "Example 5003000000D8cuIQAA (Bob)"
}

If you need to use php values in your query, put {tokens} in your SOQL and pass the values separately via query()'s second argument. The values will be properly quoted and escaped based on their type, and interpolated into the query:

$select = "SELECT Id, Name FROM Example WHERE Name={name} LIMIT 100";
$name = 'Bob';
foreach ($salesforce->query($select, ['name' => $name]) as $object) {
    echo "Example {$object->Id} ({$object->Name})\n";
    // outputs something like "Example 5003000000D8cuIQAA (Bob)"
}

Fetching a Record by Id:

$id = "5003000000D8cuIQAA";
$bob = $salesforce->get("Example", $id);
echo "Hello, {$bob->Name}\n";
// outputs something like "Hello, Bob"

Creating a new Record:

use Nexcess\Salesforce\SalesforceObject;

$linda = $salesforce->create(new SalesforceObject("Example", ["Name" => "Linda"]));
echo "Example {$linda->Id} ({$linda->Name})";
// outputs something like "Example 5003000000D8cuIQAA (Linda)"

Updating an existing Record:

$bob->Name = "Roberto";
$roberto = $salesforce->update($bob);
echo "Hello, {$roberto->Name}\n";
// outputs "Hello, Roberto"

Deleting a Record:

$ded = $salesforce->delete($bob);
var_dump($ded->Id);
// outputs "NULL"

Advanced Usage

Extending the SalesforceObject Class

The included Nexcess\Salesforce\SaleforceObject class can be used without modification as a generic "salesforce record" implementation - it will automatically set properties based on what's fetched from the Api. However, the intent is that applications will extend from it and define the properties needed for each of their Salesforce objects. This allows for a consistent schema that your code can rely on, and even lets you implement some level of validation directly in your application.

To build your own Salesforce Object, you must:

• extend from Nexcess\Salesforce\SalesforceObject
• define the object fields as public properties
• list any properties that must not be included in update() calls (e.g., renamed fields, nested objects or object lists) in UNEDITABLE_FIELDS.
• add any necessary logic in setField() (e.g., building a new object if your record has a relation)
• add any desired logic in validateField()

Using our "Example" object from above,

use Nexcess\Salesforce\SalesforceObject;

class Example extends SalesforceObject {

    public const TYPE = "Example";

    public ? string $Name = null;
}

Inline Records and Record Lists

SOQL allows queries for nested objects and queries, which appear in results as inline records and query results respectively. This library does understand results from such queries, but your SalesforceObject subclasses must define properties in a particular way to support them.

For example, a query similar to SELECT Manager.Id, Manager.Name, (SELECT Id, Name FROM Members) FROM Teams would require a SalesforceObject class like so:

use Nexcess\Salesforce\ {
    Result,
    SalesforceObject
};
use Example;

class Team extends SalesforceObject {

    public const TYPE = "Team";

    protected const UNEDITABLE_FIELDS = [
        "Manager",
        "Members",
        ...parent::UNEDITABLE_FIELDS
    ];

    public ? Example $Manager = null;
    public ? Result $Members = null;
}

Where there is an inline object, the property should be typed as the corresponding SalesforceObject subclass. For any record type where you're not making a SalesforceObject subclass, type the property as SalesforceObject — though this is obviously less useful.

Where there is a subquery, the property should be typed as a Result instance. Among other things, this allows the Result to support paginated subqueries.

Object Mapping

Finally, to allow the Api Client take advantage of your subclasses, you must provide an $objectMap so it knows which PHP classes correspond to which Salesforce record types. Without this, you'll end up with generic SalesfoceObject instances for everything. Nested Results will be provided the same $objectMap as their parent Result instance.

$salesforce = new Client(
    $password->authenticate([...$credentials]),
    [Example::TYPE => Example::class, Team::TYPE => Team::class]
);

Field Validation

Some basic validation functions are included in Nexcess\Salesforce\Validator. These methods all take the value to validate as the first argument, and can have other arguments depending on needs. Follow this same pattern to implement additional validation functions for your own objects as needed.

use Nexcess\Salesforce\ {
    SalesforceObject,
    Validator
};

class Example extends SalesforceObject {

    public ? string $Name = null;

    protected function validateField(string $field) : void {
        switch ($field) {
            case "Name":
                Validator::characterLength($this->Name, 2, 100);
                return;
            default:
                parent::validateField($field);
                return;
        }
    }
}

Handling Errors

All Runtime Exceptions thrown from this library will be an instance of Nexcess\Salesforce\Error.

Exceptions are grouped into the following types:

• Nexcess\Salesforce\Error\Salesforce:

  Errors originating from the Salesforce API, including HTTP errors (e.g., connection timeouts)

• Nexcess\Salesforce\Error\Authentication:

  Authentication failures or attempts to use the HttpClient before authentication has succeeded

• Nexcess\Salesforce\Error\Result:

  Errors parsing or handling Salesforce Api results or records; these will usually indicate a problem in your custom SalesforceObject classes

• Nexcess\Salesforce\Error\Usage:

  Errors arising from incorrect library usage; these will usually indicate a runtime problem in your application code

• Nexcess\Salesforce\Error\Validation:

  Validation errors.

Support and Contributing

Unfortunately, we currently don't offer official usage support for this library.

If you have found a bug or have a feature request, please open an issue. Pull Requests are welcome as well!

Tests

Run phpunit tests with composer test:unit

Run static analysis with composer test:phan