Chapter 283. Salesforce Component

The component supports three OAuth authentication flows:

For each of the flow different set of properties needs to be set:

The component auto determines what flow you’re trying to configure, to be remove ambiguity set the authenticationType property.

When used as a consumer, receiving streaming events, the URI scheme is:

salesforce:topic?options

When used as a producer, invoking the Salesforce RSET APIs, the URI scheme is:

salesforce:operationName?options

You can append query options to the URI in the following format, ?option=value&option=value&…​

With Camel 2.21 there is support to pass Salesforce headers via inbound message headers, header names that start with Sforce or x-sfdc on the Camel message will be passed on in the request, and response headers that start with Sforce will be present in the outboud message headers.

For example to fetch API limits you can specify:

// in your Camel route set the header before Salesforce endpoint
//...
  .setHeader("Sforce-Limit-Info", constant("api-usage"))
  .to("salesforce:getGlobalObjects")
  .to(myProcessor);

// myProcessor will receive `Sforce-Limit-Info` header on the outbound
// message
class MyProcessor implements Processor {
    public void process(Exchange exchange) throws Exception {
        Message in = exchange.getIn();
        String apiLimits = in.getHeader("Sforce-Limit-Info", String.class);
   }
}

The component supports the following Salesforce APIs

Producer endpoints can use the following APIs. Most of the APIs process one record at a time, the Query API can retrieve multiple Records.

...to("salesforce:upsertSObject?sObjectIdName=Name")...

...to("salesforce:createBatchJob")..

from("salesforce:CamelTestTopic?notifyForFields=ALL&notifyForOperations=ALL&sObjectName=Merchandise__c&updateTopic=true&sObjectQuery=SELECT Id, Name FROM Merchandise__c")...

from("salesforce:CamelTestTopic&sObjectName=Merchandise__c")...

class Order_Event__e extends AbstractDTOBase {
  @JsonProperty("OrderNumber")
  private String orderNumber;
  // ... other properties and getters/setters
}

from("timer:tick")
    .process(exchange -> {
        final Message in = exchange.getIn();
        String orderNumber = "ORD" + String.valueOf(in.getHeader(Exchange.TIMER_COUNTER));
        Order_Event__e event = new Order_Event__e();
        event.setOrderNumber(orderNumber);
        in.setBody(event);
    })
    .to("salesforce:createSObject");

from("timer:tick")
    .process(exchange -> {
        final Message in = exchange.getIn();
        String orderNumber = "ORD" + String.valueOf(in.getHeader(Exchange.TIMER_COUNTER));
        in.setBody("{\"OrderNumber\":\"" + orderNumber + "\"}");
    })
    .to("salesforce:createSObject?sObjectName=Order_Event__e");

PlatformEvent event = consumer.receiveBody("salesforce:event/Order_Event__e", PlatformEvent.class);

With salesforce:limits operation you can fetch of API limits from Salesforce and then act upon that data received. The result of salesforce:limits operation is mapped to org.apache.camel.component.salesforce.api.dto.Limits class and can be used in a custom processors or expressions.

For instance, consider that you need to limit the API usage of Salesforce so that 10% of daily API requests is left for other routes. The body of output message contains an instance of org.apache.camel.component.salesforce.api.dto.Limits object that can be used in conjunction with Content Based Router and Content Based Router and Spring Expression Language (SpEL) to choose when to perform queries.

Notice how multiplying 1.0 with the integer value held in body.dailyApiRequests.remaining makes the expression evaluate as with floating point arithmetic, without it - it would end up making integral division which would result with either 0 (some API limits consumed) or 1 (no API limits consumed).

from("direct:querySalesforce")
    .to("salesforce:limits")
    .choice()
    .when(spel("#{1.0 * body.dailyApiRequests.remaining / body.dailyApiRequests.max < 0.1}"))
        .to("salesforce:query?...")
    .otherwise()
        .setBody(constant("Used up Salesforce API limits, leaving 10% for critical routes"))
    .endChoice()

All the properties are named exactly the same as in the Salesforce REST API prefixed with approval.. You can set approval properties by setting approval.PropertyName of the Endpoint these will be used as template — meaning that any property not present in either body or header will be taken from the Endpoint configuration. Or you can set the approval template on the Endpoint by assigning approval property to a reference onto a bean in the Registry.

You can also provide header values using the same approval.PropertyName in the incoming message headers.

And finally body can contain one AprovalRequest or an Iterable of ApprovalRequest objects to process as a batch.

The important thing to remember is the priority of the values specified in these three mechanisms:

For example to send one record for approval using values in headers use:

Given a route:

from("direct:example1")//
        .setHeader("approval.ContextId", simple("${body['contextId']}"))
        .setHeader("approval.NextApproverIds", simple("${body['nextApproverIds']}"))
        .to("salesforce:approval?"//
            + "approval.actionType=Submit"//
            + "&approval.comments=this is a test"//
            + "&approval.processDefinitionNameOrId=Test_Account_Process"//
            + "&approval.skipEntryCriteria=true");

You could send a record for approval using:

final Map<String, String> body = new HashMap<>();
body.put("contextId", accountIds.iterator().next());
body.put("nextApproverIds", userId);

final ApprovalResult result = template.requestBody("direct:example1", body, ApprovalResult.class);

To fetch the recent items use salesforce:recent operation. This operation returns an java.util.List of org.apache.camel.component.salesforce.api.dto.RecentItem objects (List<RecentItem>) that in turn contain the Id, Name and Attributes (with type and url properties). You can limit the number of returned items by specifying limit parameter set to maximum number of records to return. For example:

from("direct:fetchRecentItems")
    to("salesforce:recent")
        .split().body()
            .log("${body.name} at ${body.attributes.url}");

All the properties are named exactly the same as in the Salesforce REST API prefixed with approval.. You can set approval properties by setting approval.PropertyName of the Endpoint these will be used as template — meaning that any property not present in either body or header will be taken from the Endpoint configuration. Or you can set the approval template on the Endpoint by assigning approval property to a reference onto a bean in the Registry.

You can also provide header values using the same approval.PropertyName in the incoming message headers.

And finally body can contain one AprovalRequest or an Iterable of ApprovalRequest objects to process as a batch.

The important thing to remember is the priority of the values specified in these three mechanisms:

For example to send one record for approval using values in headers use:

Given a route:

from("direct:example1")//
        .setHeader("approval.ContextId", simple("${body['contextId']}"))
        .setHeader("approval.NextApproverIds", simple("${body['nextApproverIds']}"))
        .to("salesforce:approval?"//
            + "approvalActionType=Submit"//
            + "&approvalComments=this is a test"//
            + "&approvalProcessDefinitionNameOrId=Test_Account_Process"//
            + "&approvalSkipEntryCriteria=true");

You could send a record for approval using:

final Map<String, String> body = new HashMap<>();
body.put("contextId", accountIds.iterator().next());
body.put("nextApproverIds", userId);

final ApprovalResult result = template.requestBody("direct:example1", body, ApprovalResult.class);

To create up to 200 records including parent-child relationships use salesforce:composite-tree operation. This requires an instance of org.apache.camel.component.salesforce.api.dto.composite.SObjectTree in the input message and returns the same tree of objects in the output message. The org.apache.camel.component.salesforce.api.dto.AbstractSObjectBase instances within the tree get updated with the identifier values (Id property) or their corresponding org.apache.camel.component.salesforce.api.dto.composite.SObjectNode is populated with errors on failure.

Note that for some records operation can succeed and for some it can fail — so you need to manually check for errors.

Easiest way to use this functionality is to use the DTOs generated by the camel-salesforce-maven-plugin, but you also have the option of customizing the references that identify the each object in the tree, for instance primary keys from your database.

Lets look at an example:

Account account = ...
Contact president = ...
Contact marketing = ...

Account anotherAccount = ...
Contact sales = ...
Asset someAsset = ...

// build the tree
SObjectTree request = new SObjectTree();
request.addObject(account).addChildren(president, marketing);
request.addObject(anotherAccount).addChild(sales).addChild(someAsset);

final SObjectTree response = template.requestBody("salesforce:composite-tree", tree, SObjectTree.class);
final Map<Boolean, List<SObjectNode>> result = response.allNodes()
                                                   .collect(Collectors.groupingBy(SObjectNode::hasErrors));

final List<SObjectNode> withErrors = result.get(true);
final List<SObjectNode> succeeded = result.get(false);

final String firstId = succeeded.get(0).getId();

The Composite API batch operation (composite-batch) allows you to accumulate multiple requests in a batch and then submit them in one go, saving the round trip cost of multiple individual requests. Each response is then received in a list of responses with the order preserved, so that the n-th requests response is in the n-th place of the response.

Lets look at an example:

final String acountId = ...
final SObjectBatch batch = new SObjectBatch("38.0");

final Account updates = new Account();
updates.setName("NewName");
batch.addUpdate("Account", accountId, updates);

final Account newAccount = new Account();
newAccount.setName("Account created from Composite batch API");
batch.addCreate(newAccount);

batch.addGet("Account", accountId, "Name", "BillingPostalCode");

batch.addDelete("Account", accountId);

final SObjectBatchResponse response = template.requestBody("salesforce:composite-batch?format=JSON", batch, SObjectBatchResponse.class);

boolean hasErrors = response.hasErrors(); // if any of the requests has resulted in either 4xx or 5xx HTTP status
final List<SObjectBatchResult> results = response.getResults(); // results of three operations sent in batch

final SObjectBatchResult updateResult = results.get(0); // update result
final int updateStatus = updateResult.getStatusCode(); // probably 204
final Object updateResultData = updateResult.getResult(); // probably null

final SObjectBatchResult createResult = results.get(1); // create result
@SuppressWarnings("unchecked")
final Map<String, Object> createData = (Map<String, Object>) createResult.getResult();
final String newAccountId = createData.get("id"); // id of the new account, this is for JSON, for XML it would be createData.get("Result").get("id")

final SObjectBatchResult retrieveResult = results.get(2); // retrieve result
@SuppressWarnings("unchecked")
final Map<String, Object> retrieveData = (Map<String, Object>) retrieveResult.getResult();
final String accountName = retrieveData.get("Name"); // Name of the retrieved account, this is for JSON, for XML it would be createData.get("Account").get("Name")
final String accountBillingPostalCode = retrieveData.get("BillingPostalCode"); // Name of the retrieved account, this is for JSON, for XML it would be createData.get("Account").get("BillingPostalCode")

final SObjectBatchResult deleteResult = results.get(3); // delete result
final int updateStatus = deleteResult.getStatusCode(); // probably 204
final Object updateResultData = deleteResult.getResult(); // probably null

The composite operation allows submitting up to 25 requests that can be chained together, for instance identifier generated in previous request can be used in subsequent request. Individual requests and responses are linked with the provided reference.

Lets look at an example:

SObjectComposite composite = new SObjectComposite("38.0", true);

// first insert operation via an external id
final Account updateAccount = new TestAccount();
updateAccount.setName("Salesforce");
updateAccount.setBillingStreet("Landmark @ 1 Market Street");
updateAccount.setBillingCity("San Francisco");
updateAccount.setBillingState("California");
updateAccount.setIndustry(Account_IndustryEnum.TECHNOLOGY);
composite.addUpdate("Account", "001xx000003DIpcAAG", updateAccount, "UpdatedAccount");

final Contact newContact = new TestContact();
newContact.setLastName("John Doe");
newContact.setPhone("1234567890");
composite.addCreate(newContact, "NewContact");

final AccountContactJunction__c junction = new AccountContactJunction__c();
junction.setAccount__c("001xx000003DIpcAAG");
junction.setContactId__c("@{NewContact.id}");
composite.addCreate(junction, "JunctionRecord");

final SObjectCompositeResponse response = template.requestBody("salesforce:composite?format=JSON", composite, SObjectCompositeResponse.class);
final List<SObjectCompositeResult> results = response.getCompositeResponse();

final SObjectCompositeResult accountUpdateResult = results.stream().filter(r -> "UpdatedAccount".equals(r.getReferenceId())).findFirst().get()
final int statusCode = accountUpdateResult.getHttpStatusCode(); // should be 200
final Map<String, ?> accountUpdateBody = accountUpdateResult.getBody();

final SObjectCompositeResult contactCreationResult = results.stream().filter(r -> "JunctionRecord".equals(r.getReferenceId())).findFirst().get()

This Maven plugin generates DTOs for the Camel Salesforce.

The Salesforce component supports 29 options which are listed below.

The Salesforce endpoint is configured using URI syntax:

salesforce:operationName:topicName

with the following path and query parameters:

mvn camel-salesforce:generate -DcamelSalesforce.clientId=<clientid> -DcamelSalesforce.clientSecret=<clientsecret> \
    -DcamelSalesforce.userName=<username> -DcamelSalesforce.password=<password>