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Step-By-Step Guide
To Get Started with Salesforce SOAP API using Java
Ver 1.1 Updated on 03-Jan-2015
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Related Blog Post
2
Step-By-Step Guide to Get Started with Salesforce SOAP API using Java - http://www.asagarwal.com/2398/step-by-step-guide-to-get-started-with-salesforce-soap-api-using-java
Please refer to the blog post for complete article, useful information and related links
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Ingredients
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You will need the following to use Salesforce SOAP API with Java ■ Salesforce Enterprise Edition or above Or ■ Salesforce Developer Edition
■ Sign up for Free at https://developer.salesforce.com/ ■ Java ■ Eclipse IDE
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Using This Guide
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A couple of standards/conventions have been followed in this guide. Here is what they mean
Text with Red Background
Text with Yellow Background
1. Text with White background, red border and a number. In a callout
format
Text with Green Background
Important information. Take a closer look and follow as advised. You may not be able to complete the guide successfully if you miss these instructions
General explanation/information to support actions mentioned on the slide. Will assist you in understanding what is being done and why
Actions that you need to follow to configure. Carry out these steps in the order of their serial number.
Appears on the bottom bar of the page on right hand side. Provides information on the Hardware and Software currently being used
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Steps Overview
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✓ Install Java ✓ Install Eclipse ➡ Install Force.com WSC (Web Services Connector) ■ Install Maven ■ Generate JAR Files ■ Download WSDL Files From Salesforce ■ Generate Java Stub File ■ Create Java Program ■ Execute Transactions using SOAP API IMPORTANT For the step-by-step guide on 1st two steps of installing Java & Eclipse on your PC, please refer to my blog post at URL http://www.asagarwal.com/2395/step-by-step-guide-to-install-configure-force-com-ide-on-eclipse
In this presentation we will start with installation of Web Services Connector (WSC)
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Install Force.com WSC (Web Services Connector)
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1. Click on Applications
Mac OS X Yosemite 10.10
Let’s start by downloading WSC files from GitHub
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Install Force.com WSC (Web Services Connector)
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1. In Applications, scroll down the window and click on Utilities
Mac OS X Yosemite 10.10
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Install Force.com WSC (Web Services Connector)
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1. Click on Terminal
Mac OS X Yosemite 10.10
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Install Force.com WSC (Web Services Connector)
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1. Navigate to a directory where you want to download the WSC files.
2. Run command ‘git clone https://github.com/forcedotcom/wsc' to download the WSC files on your PC
Mac OS X Yosemite 10.10
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Steps Overview
10
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ➡ Install Maven ■ Generate JAR Files ■ Download WSDL Files From Salesforce ■ Generate Java Stub File ■ Create Java Program ■ Execute Transactions using SOAP API
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Install Maven
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1. Open the browser window and navigate to URL http://maven.apache.org/
2. Click ‘Download’
Google Chrome on Mac
Next we will install Maven, which is created to compile and package
WSC files in JAR files
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Install Maven
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1. Click ‘Download’
Google Chrome on Mac
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Install Maven
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1. Select the location where you want to download the
file
2. Click Save
Google Chrome on Mac
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Install Maven
14Mac OS X Yosemite 10.10
1. Double click on the file to uncompress the file
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Steps Overview
15
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ✓ Install Maven ➡ Generate JAR Files ■ Download WSDL Files From Salesforce ■ Generate Java Stub File ■ Create Java Program ■ Execute Transactions using SOAP API
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Generate JAR Files
16Mac OS X Yosemite 10.10
1. Back in the command window, switch to directory where ‘wsc’ & ‘apache-maven’ was downloaded and uncompressed. In this example, the command that I will issue is cd /Ashish/tmp 2. Run command ls -lrt 3. Ensure that the folders ‘wsc’ & ‘apache-maven-<version>’ exist in the current directory 4. Navigate to wsc directory by type the command cd wsc 5. Run the command <path>/apache-maven-3.2.5/bin/mvn clean package -Dgpg.skip replacing the value of <path> with the actual path where you uncompressed the apache-maven file. Running this command will compile the code and package it in a jar file
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Generate JAR Files
17Mac OS X Yosemite 10.10
1. “mvn clean package” command will run for a few minutes. Once it finishes. ensure that you see the message ‘BUILD SUCCESS’ 2. Run command ls -lrt 3. Ensure that a new folder with the name ‘target’ has got created 4. Run command ls -lrt target 5. Ensure that there is file ending with *uber.jar
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Steps Overview
18
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ✓ Install Maven ✓ Generate JAR Files ➡ Download WSDL Files From Salesforce ■ Generate Java Stub File ■ Create Java Program ■ Execute Transactions using SOAP API
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Download WSDL Files From Salesforce
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2. Specify your username and password and click ‘Log in to
Salesforce’
1. Open the browser window and navigate to URL https://login.salesforce.com/
Google Chrome on Mac
In next few steps we will download the Enterprise WSDL file from
Salesforce
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Download WSDL Files From Salesforce
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1. Click on Setup
Google Chrome on Mac
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Download WSDL Files From Salesforce
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1. Click on Develop -> API
Google Chrome on Mac
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Download WSDL Files From Salesforce
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1. Click on the WSDL that you want to work with. Here I will click on Enterprise WSDL
Google Chrome on Mac
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Download WSDL Files From Salesforce
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1. Click on Generate
Google Chrome on Mac
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Download WSDL Files From Salesforce
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1. Right click anywhere on a blank area and click on
‘Save As’
Google Chrome on Mac
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Download WSDL Files From Salesforce
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1. Select the location where you want to download the
file
2. Save file as ‘wsdl’ file
3. Click Save
Google Chrome on Mac
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Download WSDL Files From Salesforce
26
1. If prompted, click use wsdl
Google Chrome on Mac
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Steps Overview
27
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ✓ Install Maven ✓ Generate JAR Files ✓ Download WSDL Files From Salesforce ➡ Generate Java Stub File ■ Create Java Program ■ Execute Transactions using SOAP API
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Generate Java Stub File
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1. If prompted, click use wsdl
Mac OS X Yosemite 10.10
1.Back in the terminal window, navigate to the directory where you downloaded enterprise.wsdl 2. Run command ls -lrt 3. Ensure that the file enterprise.wsdl exists in the directory 4. Run command java -classpath wsc/target/force-wsc-33.0.0-uber.jar com.sforce.ws.tools.wsdlc enterprise.wsdl enterprise.jars Ensure that you specify the correct path to force-wsc-33.0.0-uber.jar file that was generated by running the “mvn clean package” command in previous steps 5. Ensure that the command ends with Generating the jar file 6. Run command ls -lrt 7. Ensure that enterprise.jar now exists in the directory
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Good job ! At the end of 7th step, we are now all set to use SOAP API to connect to Salesforce from a java program. Are
you excited? Let’s move on
Generate a JAR file from the Enterprise WSDL File
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Steps Overview
29
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ✓ Install Maven ✓ Generate JAR Files ✓ Download WSDL Files From Salesforce ✓ Generate Java Stub File ➡ Create Java Program ■ Execute Transactions using SOAP API
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Create Java Program
30Mac OS X Yosemite 10.10
1.Navigate to the directory where you installed Eclipse and double click on Eclipse file of Application Type. We will now create a java program and use SOAP API to connect to Salesforce and execute some transactions in Salesforce
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Create Java Program
31Mac OS X Yosemite 10.10
1. Specify the location where you want to keep all your project files (e.g. program source codes). Create a new folder if desired. (Here I am creating a new workspace folder to keep all java programs in a separate folder)
2. Click OK
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Create Java Program
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1. In Eclipse, click on Window -> Open Perspective -> Other
Eclipse Kepler on Mac
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Create Java Program
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1. Select Java
2. Click OK
Eclipse Kepler on Mac
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Create Java Program
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1. To create a new Java project, click on File -> New -> Java Project
Eclipse Kepler on Mac
We are creating a Java Project and will be adding the generated
JAR files to the project
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Create Java Program
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1. Specify the Project name
2. Specify the JRE to be used
3. Click Finish
Eclipse Kepler on Mac
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Create Java Program
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2. Click Properties
1. Right click on the project name
Eclipse Kepler on Mac
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Create Java Program
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1. Select Java Build Path
2. Select Libraries
3. Click Add External JARs
Eclipse Kepler on Mac
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Create Java Program
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1. Navigate to directory where
enterpise.jar was created in previous
steps
2. Double click enterprise.jar
Eclipse Kepler on Mac
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Create Java Program
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1. Note that enterprise.jar gets
added to the library2. Click Add External JARs
Eclipse Kepler on Mac
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Create Java Program
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1. Note that enterprise.jar gets
added to the library2. Click OK
1. Navigate to directory where force-wsc-<version>-uber.jar was created in previous steps
2. Double click force-wsc-<version>-uber.jar
Eclipse Kepler on Mac
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Create Java Program
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1. Note that force-wsc-<version>-uber.jar gets added to the library
2. Click OK
Eclipse Kepler on Mac
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Create Java Program
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1. Right click on the project name
2. Click New
3. Click Class
Eclipse Kepler on Mac
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Create Java Program
43
1. Specify the class name
2. Click Finish
Eclipse Kepler on Mac
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Steps Overview
44
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ✓ Install Maven ✓ Generate JAR Files ✓ Download WSDL Files From Salesforce ✓ Generate Java Stub File ✓ Create Java Program ➡ Execute Transactions using SOAP API
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Execute Transactions using SOAP API
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2. Replace the username with your salesforce username and password with your salesforce
password + security token
1. Copy and paste the following code in your main class. The code is available on the blog post
3. Click Save
Eclipse Kepler on Mac
This is just a trial code to ensure that we are able to connect o Salesforce using SOAP APIs
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Execute Transactions using SOAP API
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1. Right click on the class name
2. Click ‘Run As’ 3. Click ‘Java Application’
Eclipse Kepler on Mac
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Execute Transactions using SOAP API
47
1. As you run the application, you will see a Console tab with following messages
Eclipse Kepler on Mac
And if you see something similar to what I see here, believe it or not, you have just successfully logged on to Salesforce using SOAP API. Time to
celebrate, yeah? In a while …
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Execute Transactions using SOAP API
48
1.Copy and paste the full code from the blog post to Main.java file. This code will
1. Query and display 5 records from Lead object
2. Insert 5 new records with Name as ‘SOAP API Lead <n>
3. Update 5 lead records where keyword ‘-- UPDATED’ will the appended to the last name
4. Delete 2 of the updated lead record
2. Click ‘Save’
Eclipse Kepler on Mac
Now let’s run a complete program that will query records and insert,
update, delete records in Salesforce using SOAP API
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Execute Transactions using SOAP API
49
1.Before we run the Java program, let’s logon to the Salesforce org from browser and navigate to leads tab. Here I have modified the ‘All Leads’ view to show lead Name, First name, Last Name, Company, Created Date & Last Modified Date.
2.The data is sorted in the descending order of the last modified date so that we can view the newly created leads on top
Google Chrome on Mac
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Execute Transactions using SOAP API
50
1. Moment of truth. Let’s run the application. Right click on the
class name
2. Click ‘Run As’ 3. Click ‘Java Application’
Eclipse Kepler on Mac
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Execute Transactions using SOAP API
51
1. As the java program is being executed, output will be displayed in
the console window
2. Click here to maximise the console window
Eclipse Kepler on Mac
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Execute Transactions using SOAP API
52
1. Output from queryLeads() function
2. Output from createLeads() function
3. Output from updateLeads() function
4. Output from deleteLeads() function
Eclipse Kepler on Mac
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Execute Transactions using SOAP API
53
1. Switch to Salesforce Browser window and refresh the list view
2. You should see three lead records with First Name as ‘SOAP API’ and Last Name as ‘Lead <n> —
UPDATED’. The Java program created 5 lead records, updated 5 records and then deleted 2 records3. Click on Recycle Bin
Google Chrome on Mac
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Execute Transactions using SOAP API
54
1. Two Lead records will appear in Recycle Bin as the java program deleted 2 of the 5 created records
Google Chrome on Mac
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Steps Overview
55
✓ Install Java ✓ Install Eclipse ✓ Install Force.com WSC (Web Services Connector) ✓ Install Maven ✓ Generate JAR Files ✓ Download WSDL Files From Salesforce ✓ Generate Java Stub File ✓ Create Java Program ✓ Execute Transactions using SOAP API
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Leave Your Feedback
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Hope you were able to connect to Salesforce using SOAP API from the Java program and successfully execute transactions
Please do not forget to leave your comments, feedback and suggestions on my blog at URL http://www.asagarwal.com/2398/step-by-step-guide-to-get-started-with-salesforce-soap-api-using-java
If you got stuck anywhere and were able to resolve the issue, please mention that as a comment on the blog post so that others can benefit from your experience
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Document Change LogVersion Changes
1.0 First Release
1.1 Updated hyperlink on page 45 to correct value