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Salesforce Bulk Connector Example

The Salesforce Bulk Connector allows you to access the Salesforce Bulk REST API through WSO2 Enterprise Integrator (WSO2 EI). SalesforceBulk is a RESTful API that allows you to quickly load large sets of your organisation’s data into Salesforce or delete large sets of your organisation’s data from Salesforce. You can use SalesforceBulk to query, insert, update, upsert or delete a large number of records asynchronously, by submitting the records in batches. Salesforce can process these batches in the background.

What you'll build

This example demonstrates how to use Microsoft Azure Storage connector to:

  1. Insert employee details (job and batch) into Salesforce.
  2. Get status of the inserted employee details.

Both operations are exposed via an API. The API with the context /resources has two resources.

  • /insertEmployeeDetails : Creating a new job in the Salesforce account and insert employee details.
  • /getStatusOfBatch : Retrieve status about the created batch from the Salesforce account.

In this example, the user sends the request to invoke an API to insert employee details in bulk to the Salesforce account. When invoking the insertEmployeeDetails resource, it creates a new job based on the properties that you specify. Read the CSV data file by using the WSO2 File Connector and the extracted dataset is inserted as a batch. Afterwards it responds according to the specified template and is sent back to the client. Finally a user can retrieve the batch status using the getStatusOfBatch resource.

Using Salesforce Bulk Connector

If you do not want to configure this yourself, you can simply get the project and run it.

Configure the connector in WSO2 Integration Studio

Connectors can be added to integration flows in WSO2 Integration Studio, which is the tooling component of WSO2 EI. Once added, the operations of the connector can be dragged onto your canvas and added to your sequences.

Import the connector

Follow these steps to set up the Integration Project and the Connector Exporter Project.

  1. Open WSO2 Integration Studio and create an Integration Project. Creating a new Integration Project

  2. Right click on the project that you created and click on Add or Remove Connector -> Add Connector. You will get directed to the WSO2 Connector Store.

  3. Search for the specific connector required for your integration scenario and download it to the workspace.
    Search Connector in the Connector Store

  4. Click Finish, and your Integration Project is ready. The downloaded connector is displayed on the side palette with its operations.

  5. You can drag and drop the operations to the design canvas and build your integration logic. Drag connector operations

Add integration logic

First create an API, which will be where we configure the integration logic. Right click on the created Integration Project and select, New -> Rest API to create the REST API. Specify the API name as Salesforcebulk-API and API context as /salesforce.

Adding a Rest API

Configure a resource for the insertEmployeeBulkRecords

Now follow the steps below to add configurations to the insertEmployeeBulkRecords resource.

  1. Initialize the connector.

    1. Follow these steps to generate the Access Tokens for Salesforce and obtain the Client Id, Client Secret, Access Token, and Refresh Token.

    2. Navigate into the Palette pane and select the graphical operations icons listed under Salesforcebulk Connector section. Then drag and drop the init operation into the Design pane.

      Drag and drop init operation

    3. Add the property values into the init operation as shown below. Replace the clientSecret, clientId, accessToken, refreshToken with obtained values from above steps.

      • clientSecret : Value of your client secret given when you registered your application with Salesforce.
      • clientId : Value of your client ID given when you registered your application with Salesforce.
      • accessToken : Value of the access token to access the API via request.
      • refreshToken : Value of the refresh token.

      Add values to the init operation

  2. Set up the createJob operation.

    1. Setup the createJob configurations. In this operation we are going to create a job in the Salesforce account. Please find the createJob operation parameters listed here.

      • operation : The processing operation that the job should perform.
      • object : The object type of data that is to be processed by the job.
      • contentType : The content type of the job.

      While invoking the API, the above object parameter value comes as a user input.

    2. Navigate into the Palette pane and select the graphical operations icons listed under Salesforcebulk Connector section. Then drag and drop the createJob operation into the Design pane.

      Drag and drop createJob operations

    3. To get the input values into the API, we can use the property mediator. Navigate into the Palette pane and select the graphical mediators icons listed under Mediators section. Then drag and drop the Property mediators into the Design pane as shown below.

      Add property mediators

      The parameters available for configuring the Property mediator are as follows:

      Note: The properties should be added to the palette before creating the operation.

    4. Add the property mediator to capture the objectName value. This is the object type of data that is to be processed by the job.

      • name : objectName
      • expression : //object/text()
      • type : STRING

      Add values to capture ObjectName value

  3. Set up the fileconnector operation.

    1. Setup the fileconnector.read configurations. In this operation we are going to read the CSV file content by using the WSO2 File Connector.

      • contentType : Content type of the files processsed by the connector.
      • source : The location of the file. This can be a file on the local physical file system or a file on an FTP server.
      • filePattern : The pattern of the file to be read.

      While invoking the API, the above source parameter value come as a user input.

      Note: When you configuring this source parameter in Windows operating system you need to set this property shown bellow <source>C:\\Users\Kasun\Desktop\Salesforcebulk-connector\SFBulk.csv</source>.

    2. Navigate into the Palette pane and select the graphical operations icons listed under Fileconnector Connector section. Then drag and drop the read operation into the Design pane.

      Drag and drop file read operations

    3. To get the input values in to the API we can use the property mediator. Navigate into the Palette pane and select the graphical mediators icons listed under Mediators section. Then drag and drop the Property mediators into the Design pane as steps given in section 2.3 the createJob operation. .

    4. Add the property mediator to capture the source value. The source is location of the file. This can be a file on the local physical file system or a file on an FTP server.

      • name : source
      • expression : //source/text()
      • type : STRING

      Add values to capture source value

  4. Set up the addBatch operation.

    1. Initialize the connector. Please follow the steps given in section 1 in the createJob operation.

    2. Navigate into the Palette pane and select the graphical operations icons listed under Salesforcebulk Connector section. Then drag and drop the addBatch operation into the Design pane.

      • objects : A list of records to process.
      • jobId : The unique identifier of the job to which you want add a new batch.
      • isQuery : Set to true if the operation is query.
      • contentType : The content type of the batch data. The content type you specify should be compatible with the content type of the associated job. Possible values are application/xml and text/csv.

      While invoking the API, the above jobId and objects parameters values come as a user input. Using a property mediator will extract the jobId from the createJob response and store it into a configured addBatch operation.

      Drag and drop addBatch operations

    3. To get the input values in to the API we can use the property mediator. Navigate into the Palette pane and select the graphical mediators icons listed under Mediators section. Then drag and drop the Property mediators into the Design pane as steps given in section 2.3 the createJob operation. .

    4. Add the property mediator to capture the jobId value.

      • name : jobId
      • expression : //n0:jobInfo/n0:id
      • type : STRING

      Add values to capture jobid value

    5. To extract the objects from the file read operation, we used data mapper. It will grab the CSV file content and insert in to the addBatch operation.

      Drag and drop data mapper operations

  5. Forward the backend response to the API caller.

    When you are invoking the created resource, the request of the message is going through the /insertEmployeeBulkRecords resource. Finally, it is passed to the Respond mediator. The Respond Mediator stops the processing on the current message and sends the message back to the client as a response.

    1. Drag and drop respond mediator to the Design view.

      Add Respond mediator

Configure a resource for the getStatusOfBatch

  1. Initialize the connector.

    You can use the generated tokens to initialize the connector. Please follow the steps given in insertEmployeeBulkRecords section 1 for setting up the init operation.

  2. Set up the getBatchStatus operation.

    1. To retrieve created batch status from the added batches in the Salesforce account, you need to add the getBatchStatus operation.

    2. Navigate into the Palette pane and select the graphical operations icons listed under Salesforce Connector section. Then drag and drop the getBatchStatus operations into the Design pane.

      • jobId : The unique identifier of the job to which the batch you specify belongs.
      • batchId : The unique identifier of the batch for which you want to retrieve the status.

      While invoking the API, the above jobId and batchId parameters values come as a user input.

      Add query operation to getBatchStatus

    3. Add the property mediator to capture the jobId value.

      • name : jobId
      • expression : //jobId/text()
      • type : STRING

      Add values to capture jobid value

    4. Add the property mediator to capture the batchId value.

      • name : batchId
      • expression : //batchId/text()
      • type : STRING

      Add values to capture batchId value

  3. Forward the backend response to the API caller.

    When you are invoking the created resource, the request of the message is going through the /insertEmployeeBulkRecords resource. Finally, it is passed to the Respond mediator. The Respond Mediator stops the processing on the current message and sends the message back to the client as a response.

    1. Drag and drop respond mediator to the Design view.

Now you can switch into the Source view and check the XML configuration files of the created API and sequences.

??? note "create.xml"

  <?xml version="1.0" encoding="UTF-8"?>
         <api context="/salesforce" name="Salesforcebulk-API" xmlns="http://ws.apache.org/ns/synapse">
             <resource methods="POST" url-mapping="/insertEmployeeBulkRecords">
                 <inSequence>
                     <property expression="//object/text()" name="objectName" scope="default" type="STRING"/>
                     <property expression="//source/text()" name="source" scope="default" type="STRING"/>
                     <salesforcebulk.init>
                         <apiUrl>https://ap17.salesforce.com</apiUrl>
                         <accessToken>00D2x000000pIxA!AR0AQJxgll8UgZqaocCP_U516yo.bpzV19USOFzw4tFsvjbdE6x_ccIKrZgQXLQesOt_VX6FeuSrGq_VxyLdrjvryqh8EBas</accessToken>
                         <apiVersion>34</apiVersion>
                         <refreshToken>5Aep861Xq7VoDavIt5QG2vWIHGbv.B1Q.4rMXb9o3DFmhvbChN3tF24fOGHvUcOU2iMWSF06w5bWFjmHgu0bA5s</refreshToken>
                         <clientSecret>37D9E930DEEB0BAF7842124352065F6DB2D90219D9DB06238978590665EDEFEC</clientSecret>
                         <clientId>3MVG97quAmFZJfVyr_k_q7IC1iEc71lap9m4ayJWpUrkVe85mnF0GNjsIu2G4__FGC4NOzS.3o10Eh_H81xX8</clientId>
                     </salesforcebulk.init>
                     <salesforcebulk.createJob>
                         <operation>insert</operation>
                         <object>{$ctx:objectName}</object>
                         <contentType>XML</contentType>
                     </salesforcebulk.createJob>
                     <property expression="//n0:jobInfo/n0:id" name="jobId" scope="default" type="STRING" xmlns:n0="http://www.force.com/2009/06/asyncapi/dataload"/>
                     <fileconnector.read>
                         <source>{$ctx:source}</source>
                         <contentType>text/plain</contentType>
                         <filePattern>.*.csv</filePattern>
                     </fileconnector.read>
                     <datamapper config="gov:datamapper/NewConfig.dmc" inputSchema="gov:datamapper/NewConfig_inputSchema.json" inputType="XML" outputSchema="gov:datamapper/NewConfig_outputSchema.json" outputType="XML" xsltStyleSheet="gov:datamapper/NewConfig_xsltStyleSheet.xml"/>
                     <salesforcebulk.init>
                         <apiUrl>https://ap17.salesforce.com</apiUrl>
                         <accessToken>00D2x000000pIxA!AR0AQJxgll8UgZqaocCP_U516yo.bpzV19USOFzw4tFsvjbdE6x_ccIKrZgQXLQesOt_VX6FeuSrGq_VxyLdrjvryqh8EBas</accessToken>
                         <apiVersion>34</apiVersion>
                         <refreshToken>5Aep861Xq7VoDavIt5QG2vWIHGbv.B1Q.4rMXb9o3DFmhvbChN3tF24fOGHvUcOU2iMWSF06w5bWFjmHgu0bA5s</refreshToken>
                         <clientSecret>37D9E930DEEB0BAF7842124352065F6DB2D90219D9DB06238978590665EDEFEC</clientSecret>
                         <clientId>3MVG97quAmFZJfVyr_k_q7IC1iEc71lap9m4ayJWpUrkVe85mnF0GNjsIu2G4__FGC4NOzS.3o10Eh_H81xX8</clientId>
                     </salesforcebulk.init>
                     <salesforcebulk.addBatch>
                         <objects>{//values}</objects>
                         <jobId>{$ctx:jobId}</jobId>
                         <isQuery>false</isQuery>
                         <contentType>application/xml</contentType>
                     </salesforcebulk.addBatch>
                     <respond/>
                 </inSequence>
                 <outSequence/>
                 <faultSequence/>
             </resource>
             <resource methods="POST" url-mapping="/getStatusOfBatch">
                 <inSequence>
                     <property expression="//jobId/text()" name="jobId" scope="default" type="STRING"/>
                     <property expression="//batchId/text()" name="batchId" scope="default" type="STRING"/>
                     <salesforcebulk.init>
                         <apiUrl>https://ap17.salesforce.com</apiUrl>
                         <accessToken>00D2x000000pIxA!AR0AQJxgll8UgZqaocCP_U516yo.bpzV19USOFzw4tFsvjbdE6x_ccIKrZgQXLQesOt_VX6FeuSrGq_VxyLdrjvryqh8EBas</accessToken>
                         <apiVersion>34</apiVersion>
                         <refreshToken>5Aep861Xq7VoDavIt5QG2vWIHGbv.B1Q.4rMXb9o3DFmhvbChN3tF24fOGHvUcOU2iMWSF06w5bWFjmHgu0bA5s</refreshToken>
                         <clientSecret>37D9E930DEEB0BAF7842124352065F6DB2D90219D9DB06238978590665EDEFEC</clientSecret>
                         <clientId>3MVG97quAmFZJfVyr_k_q7IC1iEc71lap9m4ayJWpUrkVe85mnF0GNjsIu2G4__FGC4NOzS.3o10Eh_H81xX8</clientId>
                     </salesforcebulk.init>
                     <salesforcebulk.getBatchStatus>
                         <jobId>{$ctx:jobId}</jobId>
                         <batchId>{$ctx:batchId}</batchId>
                     </salesforcebulk.getBatchStatus>
                     <respond/>
                 </inSequence>
                 <outSequence/>
                 <faultSequence/>
             </resource>
         </api>

Get the project

You can download the ZIP file and extract the contents to get the project code.

Download ZIP

Tip

You may need to update the value of the access token and make other such changes before deploying and running this project.

Deployment

Follow these steps to deploy the exported CApp in the Enterprise Integrator Runtime.

Deploying on WSO2 Enterprise Integrator 7

You can copy the composite application to the /repository/deployment/server/carbonapps folder and start the server. Micro Integrator will be started and the composite application will be deployed. You can further refer to the application deployed through the CLI tool. You can download the CLI tool from here from the Other Resources section. Make sure you first export the PATH as below.

  $ export PATH=/path/to/mi/cli/directory/bin:$PATH
  1. Log in to Micro Integrator using the following command.

    ./mi remote login
  2. Provide default credentials admin for both username and password.

  3. In order to view the APIs deployed, execute the following command.

    ./mi api show
Click here for instructions on deploying on WSO2 Enterprise Integrator 6
  1. You can copy the composite application to the /repository/deployment/server/carbonapps folder and start the server.

  2. WSO2 EI server starts and you can login to the Management Console https://localhost:9443/carbon/ URL. Provide login credentials. The default credentials will be admin/admin.

  3. You can see that the API is deployed under the API section.

Testing

Invoke the API as shown below using the curl command. Curl application can be downloaded from here.

  1. Creating a new job in the in the Salesforce account and insert employee details.

Sample request

`curl -v POST -d <inserRecord><object>Account</object><source>/home/kasun/Documents/SFbulk.csv</source></inserRecord> "http://localhost:8290/salesforce/insertEmployeeBulkRecords" -H "Content-Type:application/xml"`

Expected Response

```xml
<?xml version="1.0" encoding="UTF-8"?>
<batchInfo
   xmlns="http://www.force.com/2009/06/asyncapi/dataload">
    <id>7512x000002ywZNAAY</id>
    <jobId>7502x000002ypCDAAY</jobId>
    <state>Queued</state>
    <createdDate>2020-07-16T06:41:53.000Z</createdDate>
    <systemModstamp>2020-07-16T06:41:53.000Z</systemModstamp>
    <numberRecordsProcessed>2</numberRecordsProcessed>
    <numberRecordsFailed>2</numberRecordsFailed>
    <totalProcessingTime>93</totalProcessingTime>
    <apiActiveProcessingTime>2</apiActiveProcessingTime>
    <apexProcessingTime>0</apexProcessingTime>
</batchInfo>
```
  1. Get status of the inserted employee details.

Sample request

`curl -v POST -d <getBatchStatus><jobId>7502x000002yp73AAA</jobId><batchId>7512x000002ywWrAAI</batchId></getBatchStatus> "http://localhost:8290/resources/getStatusOfBatch" -H "Content-Type:application/xml"`

Expected Response

```xml
<?xml version="1.0" encoding="UTF-8"?>
<batchInfo
   xmlns="http://www.force.com/2009/06/asyncapi/dataload">
    <id>7512x000002ywWrAAI</id>
    <jobId>7502x000002yp73AAA</jobId>
    <state>Failed</state>
    <stateMessage>InvalidBatch : Records not found</stateMessage>
    <createdDate>2020-07-16T06:14:36.000Z</createdDate>
    <systemModstamp>2020-07-16T06:14:37.000Z</systemModstamp>
    <numberRecordsProcessed>2</numberRecordsProcessed>
    <numberRecordsFailed>0</numberRecordsFailed>
    <totalProcessingTime>93</totalProcessingTime>
    <apiActiveProcessingTime>3</apiActiveProcessingTime>
    <apexProcessingTime>0</apexProcessingTime>
</batchInfo>
```

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