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Tuesday, June 18, 2013

Factors that Affect Data Access In SFDC Integration

There are many factors that comes when we are doing some integration with another system.  When using the API, the following factors affect access to your organization’s data:
1. Access:  
     Your organization must be enabled for API access.
2. Choosing a WSDL: 
      Here are two Force.com Web services for which you can obtain WSDL files for API access:                                         
a)  Force.com EnterpriseWSDL
This API is for most enterprise users who are developing client applications for their organization. The enterprise WSDL file is a strongly typed representation of your organization’s data. Note the following when generating the enterprise WSDL:
1)   If new custom fields or objects are added to, renamed, or removed from your organization’s information, you need to re-generate the WSDL file in order to access them.
2) The generated WSDL contains the objects and fields in your organization, including those available in the selected versions of each installed package. If a field or object is added in a later package version, you must generate the enterprise WSDL with that package version to work with the object or field in your API integration.
b)  Force.com Partner WSDL—    
This API is for salesforce.com partners who are developing client applications for multiple organizations. As a loosely-typed representation of the Salesforce object model, the partner WSDL can be used to access data within any organization.
3. User Permissions: 
   A user attempting to access the API must have the permission “API Enabled” selected. It’s selected by default.
4. Object Properties: 
      To create an object with the create() call, the object's createable 
Attribute must be set to true. To determine what operations are allowed on a given object, your client application can invoke thedescribeSObjects() call on the object and inspect the properties in the DescribeSObjectResult.
5. Page Layouts and RecordType:
    Requirements defined in the Salesforce user interface for page layouts and record types are not enforced by the API:Page layouts can specify whether a given field is required, but the API does not enforce such layout-specific field restrictions or validations in create() and update() calls. It’s up to the client application to enforce any such constraints, if applicable.
    Record types can control which picklist values can be chosen in a given record and which page layouts users with different profiles can see. However, such rules that are configured and enforced in the user interface are not enforced in the API. For example, the API does not validate whether the value in a picklist field is allowed per any record type restrictions associated with the profile of the logged-in user. Similarly, the API does not prevent a client application from adding data to a particular field simply because that field does not appear in a layout associated with the profile of the logged-in user.
6. Object-Level and Field-Level Security:                                                                                                        The API respects object-level and field-level security configured in the user interface. You can access objects and fields only if the logged-in user's permissions and access settings allow such access. For example, fields that are not visible to a given user are not returned in a query() or describeSObjects() call. Similarly, read-only fields can't be updated.


Monday, June 3, 2013

Excel Common Error

Hi Everyone,
I got a very strange issue while updating Customer Number Field from the Data Loader in salesforce. Actually I was uploading Contacts from the Data Loader and there is a custom field Customer Number on Contact. I have to add two leading zeros in the number and make it 10 digit number. e.g if If customer Number is 98765432 then I had to upload as 0098765432. So when I am filling this value in CSV Column, it automatically remove leading two zeros. So here is the workaround for this :

1. Right Click on the Column in which you want to add leading zeros and make it as Text:
















2. Fill the value in the column whatever you want and save it in CSV format.
3. Now upload the CSV file. But always remember, never open the CSV file because if you open that file leading zero automatically will remove so try to upload without open that CSV file.