Archive | Salesforce

I wanted to write a node.js app to pull data from Salesforce. I found the NPM library jsforce. I added it to my packages in my package.json:

  "dependencies": {
    "express": "*",
    "dotenv": "*",
    "jsforce": "*"
  }

I also added “dotenv” which I am using to load my client secret and all configuration data from a hidden .env file. This is not in my git repo, so I can have different values in production and development.

Here is what I have in my .env file:

CLIENTID=zWHRIM8F87FChMcfHpZKS9LhQeeLwfthDbaiL9iXNO7ZBwfUwFPFqpDzC2HruNkJfIxrOdeITtftxBg20WEIm
CLIENTSECRET=123456789987654
REDIRECTURI=localhost
[email protected]
PASSWORD=PASSWORDANDCODE
LOGINURL=https://sitename-dev-ed.my.salesforce.com

Here is the code to pull in the .env values, define the oauth2 connection and login.

var dotenv         = require('dotenv').load();
var conn = new jsforce.Connection({
  oauth2 : {
      loginUrl : process.env.LOGINURL,
      clientId : process.env.CLIENTID,
      clientSecret : process.env.CLIENTSECRET,
      redirectUri : process.env.REDIRECTURI
    }
});
var username = process.env.USERNAME;
var password = process.env.PASSWORD;
conn.login(username, password, function(err, userInfo) {
  if (err) { return console.error(err); }
  console.log(conn.accessToken);
  console.log(conn.instanceUrl);
  console.log("User ID: " + userInfo.id);
  console.log("Org ID: " + userInfo.organizationId);
});

Once connected and logged in, we can query using SOQL. This is a query to pull All Opportunities, their contacts and contact roles, and their team members and the team member roles. If that makes sense. I am using this query to show the relationships between Opportunities and their Contacts and team members using d3.js. More on that later.

    var query = "SELECT Id, Name,(SELECT Contact.Name,Contact.Email,Contact.Id,Contact.AccountId,ContactId,Role,Contact.Account.Name FROM OpportunityContactRoles),(SELECT User.Name,User.Email,User.Id,UserId,TeamMemberRole FROM OpportunityTeamMembers) FROM Opportunity"
    conn.query(query, function(err, results) {
      if (err) { return console.error(err); }
      console.log("Query: " + results.totalSize)
      console.log(JSON.stringify(results, null, 2))
    });