# SFDCQuery
Query Salesforce data easily formatting and viewing the data as you want!
## Installation
```elixir
def deps do
[
{:sdfc_query, "~> 0.1.0"}
]
end
```
## Using
For querying Salesforce using SFDCQuery library, you will need to define a Client and if you want, you can parse or print the query response
### Default Client
SFDCQuery implements SFDCQuery.Client.Default which allow to your application pass the follow args:
- `instance_url`
- `access_token`
- `version`
- `logs`
In case of any of those args are not passed to the function `create/1`, it'll get the values from the environment variables:
- SFDC_QUERY_INSTANCE_URL
- SFDC_QUERY_ACCESS_TOKEN
- SFDC_QUERY_VERSION
- SFDC_QUERY_LOGS_ENABLED
<br>
```elixir
SFDCQuery.Client.Default.create(%{
instance_url: "https://sfdc_query.my.salesforce.com",
access_token: "MY ACCESS TOKEN",
version: "60.0",
logs: true
})
%SFDCQuery.Config{
instance_url: "https://sfdc_query.my.salesforce.com",
access_token: "MY ACCESS TOKEN",
version: "60.0",
logs: true
}
```
### Building your own Client
SFDCQuery defines the behaviour `SFDCQuery.Client.Behaviour` allowing you to implement your own Client. It allow you to perfom your system's business rules for fetching the credentials of the Salesforce Org
```elixir
defmodule MyApp.CustomerSFDCClient do
@behaviour SFDCQuery.Client.Behaviour
alias SFDCQuery.Config
alias MyApp.Ecto
import Ecto.Query
@impl true
def create(customer_id) do
credentials = from(c in Credentials, where: c.customer_id == ^customer_id) |> Repo.one()
Config.new(%{
instance_url: credentials.salesforce_instance_url,
access_token: credentials.salesforce_access_token,
version: credentials.salesforce_version,
logs: false
})
end
end
```
### Querying Salesforce
Having a Client, now you need to write the [SOQL](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm) to query the Salesforce
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
{:ok,
%SFDCQuery.Query{
soql: "SELECT Id, Name, Website From Account LIMIT 3",
fields: ["Id", "Name", "Website"],
records: [
%{
attributes: %{
"type" => "Account",
"url" => "/services/data/v60.0/sobjects/Account/001U8000005CeutIAC"
},
Name: "Page",
Id: "001U8000005CeutIAC",
Website: nil
},
%{
attributes: %{
"type" => "Account",
"url" => "/services/data/v60.0/sobjects/Account/001U8000005cJN0IAM"
},
Name: "Nike",
Id: "001U8000005cJN0IAM",
Website: "https://www.nike.com/"
},
%{
attributes: %{
"type" => "Account",
"url" => "/services/data/v60.0/sobjects/Account/001U8000005cRAnIAM"
},
Name: "Google",
Id: "001U8000005cRAnIAM",
Website: "google.com"
}
]
}}
```
### Parsing the response
#### Map
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
|> SFDCQuery.Parser.Map.parse()
{:ok,
[
%{
attributes: %{
"type" => "Account",
"url" => "/services/data/v60.0/sobjects/Account/001U8000005CeutIAC"
},
Name: "Page",
Id: "001U8000005CeutIAC",
Website: nil
},
%{
attributes: %{
"type" => "Account",
"url" => "/services/data/v60.0/sobjects/Account/001U8000005cJN0IAM"
},
Name: "Nike",
Id: "001U8000005cJN0IAM",
Website: "https://www.nike.com/"
},
%{
attributes: %{
"type" => "Account",
"url" => "/services/data/v60.0/sobjects/Account/001U8000005cRAnIAM"
},
Name: "Google",
Id: "001U8000005cRAnIAM",
Website: "google.com"
}
]
}
```
#### JSON
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
|> SFDCQuery.Parser.JSON.parse()
{:ok, "[{\"attributes\":{\"type\":\"Account\",\"url\":\"/services/data/v60.0/sobjects/Account/001U8000005CeutIAC\"},\"Name\":\"Page\",\"Id\":\"001U8000005CeutIAC\",\"Website\":null},{\"attributes\":{\"type\":\"Account\",\"url\":\"/services/data/v60.0/sobjects/Account/001U8000005cJN0IAM\"},\"Name\":\"Nike\",\"Id\":\"001U8000005cJN0IAM\",\"Website\":\"https://www.nike.com/\"},{\"attributes\":{\"type\":\"Account\",\"url\":\"/services/data/v60.0/sobjects/Account/001U8000005cRAnIAM\"},\"Name\":\"Google\",\"Id\":\"001U8000005cRAnIAM\",\"Website\":\"google.com\"}]"}
```
#### CSV
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
|> SFDCQuery.Parser.CSV.parse()
{:ok, "Id,Name,Website\n001U8000005CeutIAC,Page,\n001U8000005cJN0IAM,Nike,https://www.nike.com/\n001U8000005cRAnIAM,Google,google.com"}
```
### Building your own Parser
You can build your parser using the behaviour `SFDCQuery.Parser.Behaviour`
```elixir
defmodule MyApp.SFDCParser do
@behaviour SFDCQuery.Parser.Behaviour
alias SFDCQuery.Query
@impl true
def parse({:error, _} = error), do: error
def parse({:ok, %Query{records: records}}), do: {:ok, parse_records(records)}
end
```
### Viewing the response
When debugging an Salesforce instance, it's useful to see the data in a view. To allow this, SFDCQuery allow to see the response in the terminal.
#### Table
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
|> SFDCQuery.View.Table.show()
SELECT Id, Name, Website From Account LIMIT 3
-------------------------------------------------------
| Id | Name | Website |
-------------------------------------------------------
| 001U8000005CeutIAC | Page | |
| 001U8000005cJN0IAM | Nike | https://www.nike.com/ |
| 001U8000005cRAnIAM | Google | google.com |
```
#### JSON
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
|> SFDCQuery.View.JSON.show()
SELECT Id, Name, Website From Account LIMIT 3
-------------------------------------------------------
[
{
"attributes": {
"type": "Account",
"url": "/services/data/v60.0/sobjects/Account/001U8000005CeutIAC"
},
"Name": "Page",
"Id": "001U8000005CeutIAC",
"Website": null
},
{
"attributes": {
"type": "Account",
"url": "/services/data/v60.0/sobjects/Account/001U8000005cJN0IAM"
},
"Name": "Nike",
"Id": "001U8000005cJN0IAM",
"Website": "https://www.nike.com/"
},
{
"attributes": {
"type": "Account",
"url": "/services/data/v60.0/sobjects/Account/001U8000005cRAnIAM"
},
"Name": "Google",
"Id": "001U8000005cRAnIAM",
"Website": "google.com"
}
]
```
#### CSV
```elixir
SFDCQuery.Client.Default.create(args)
|> SFDCQuery.query("SELECT Id, Name, Website From Account LIMIT 3")
|> SFDCQuery.View.CSV.show()
SELECT Id, Name, Website From Account LIMIT 3
-------------------------------------------------------
Id,Name,Website
001U8000005CeutIAC,Page,
001U8000005cJN0IAM,Nike,https://www.nike.com/
001U8000005cRAnIAM,Google,google.com
```
### Building your own View
You can build your parser using the behaviour `SFDCQuery.View.Behaviour`
```elixir
defmodule MyApp.SFDCHTMLView do
@behaviour SFDCQuery.View.Behaviour
alias SFDCQuery.Query
@impl true
def show({:error, _} = error), do: error
def show({:ok, %Query{records: records}}) do
build_records_html(records)
:ok
end
end
```
