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SOQL Doctrine DBAL

Salesforce Soql Doctrine Driver allows you to write Soql queries and interact with a Salesforce instance using the Doctrine DBAL layer.

Now one can forget about Salesforce and have a nice repository/query object integration on one's architecture without hurting that much on the usual project structure.

Installation

Use composer to install this package as bellow:

$ composer require codelicia/trineforce

Configuration

If you are familiar with Doctrine, then you probably already know how to configure and use it. But some special configuration is required in order to make it work.

When creating a new Connection, you should also provide the configuration keys for salesforceInstance, consumerKey, consumerSecret and point to the right driverClass. The usual user and password are also required.

$config = new Configuration();
$connectionParams = [
    'salesforceInstance' => 'https://[SALESFORCE INSTANCE].salesforce.com',
    'apiVersion'         => 'v43.0',
    'user'               => '[email protected]',
    'password'           => 'salesforce-password',
    'consumerKey'        => '...',
    'consumerSecret'     => '...',
    'driverClass'        => \Codelicia\Soql\SoqlDriver::class,
    'wrapperClass'       => \Codelicia\Soql\ConnectionWrapper::class,
];

/** @var \Codelicia\Soql\ConnectionWrapper $conn */
$conn = DriverManager::getConnection($connectionParams, $config);
  • user provides the login, which is usually an email to access the salesforce instance.
  • password provides the corresponding password to the email provided on user.
  • salesforceInstance points to the url of the Salesforce instance.
  • apiVersion specify a salesforce API version to work with.
  • consumerKey provides the integration consumer key
  • consumerSecret provides the integration consumer secret
  • driverClass should points to \Codelicia\Soql\SoqlDriver::class
  • wrapperClass should points to \Codelicia\Soql\ConnectionWrapper::class

By setting up the wrapperClass, we can make use of a proper QueryBuild that allow JOIN in the Salesforce format.

When using the doctrine bundle and the dbal is configured through yaml the options should be passed in a different way for the validation that the bundle does.

doctrine:
    dbal:
        driver: soql
        user: '%env(resolve:SALESFORCE_USERNAME)%'
        password: '%env(resolve:SALESFORCE_PASSWORD)%'
        driver_class: '\Codelicia\Soql\SoqlDriver'
        wrapper_class: '\Codelicia\Soql\ConnectionWrapper'
        options:
            salesforceInstance: '%env(resolve:SALESFORCE_ENDPOINT)%'
            apiVersion: v56.0
            consumerKey: '%env(resolve:SALESFORCE_CLIENT_ID)%'
            consumerSecret: '%env(resolve:SALESFORCE_CLIENT_SECRET)%'

Using DBAL

Now that you have the connection set up, you can use Doctrine QueryBuilder to query some data as bellow:

$id = '0062X00000vLZDVQA4';

$sql = $conn->createQueryBuilder()
    ->select(['Id', 'Name', 'Status__c'])
    ->from('Opportunity')
    ->where('Id = :id')
    ->andWhere('Name = :name')
    ->setParameter('name', 'Pay as you go Opportunity')
    ->setParameter('id', $id)
    ->setMaxResults(1)
    ->execute();

var_dump($sql->fetchAll()); // All rest api result

or use the normal Connection#query() method.

Basic Operations

Here are some examples of basic CRUD operations.

Connection#insert()

Creating an Account with the Name of John:

$connection->insert('Account', ['Name' => 'John']);

Connection#delete()

Deleting an Account with the Id = 1234:

$connection->delete('Account', ['Id' => '1234']);

Connection#update()

Update an Account with the Name of Sr. John where the Id is 1234:

$connection->update('Account', ['Name' => 'Sr. John'], ['Id' => '1234']);

Be Transactional with Composite API

As salesforce released the composite api, it gave us the ability to simulate transactions as in a database. So, we can use the same Doctrine DBAL api that you already know to do transactional operations in your Salesforce instance.

$conn->beginTransaction();

$conn->insert('Account', ['Name' => 'John']);
$conn->insert('Account', ['Name' => 'Elsa']);

$conn->commit();

Or even, use the Connection#transactional() helper, as you prefer.

Referencing another Records

The composite api, also enables us to compose a structure data to be changed in one single request. So we can cross reference records as it fits our needs.

Let's see how to create an Account and a linked Contact to that Account in a single composite request.

$conn->transactional(static function () use ($conn) {

    $conn->insert('Account', ['Name' => 'John'], ['referenceId' => 'account']);
    $conn->insert('Contact', [
        'FirstName' => 'John',
        'LastName' => 'Contact',
        'AccountId' => '@{account.id}' // reference `Account` by its `referenceId`
    ]);

});

🚫 Known Limitations

As of today, we cannot consume a sObject using the queryBuilder to get all fields from the sObject. That is because Salesforce doesn't accept SELECT * as a valid query.

The workaround that issue is to do a GET request to specific resources, then can grab all data related to that resource.

$this->connection
    ->getNativeConnection() // : \GuzzleHttp\ClientInterface
    ->request(
        'GET',
        sprintf('/services/data/v40.0/sobjects/Opportunity/%s', $id)
    )
    ->getBody()
    ->getContents()
;

📈 Diagram

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%%{init: {'theme': 'base', 'themeVariables': { 'actorBorder': '#D86613', 'activationBorderColor': '#232F3E', 'activationBkgColor': '#D86613','noteBorderColor': '#232F3E', 'signalColor': 'white', 'signalTextColor': 'gray', 'sequenceNumberColor': '#232F3E'}}}%%
sequenceDiagram
    autonumber
    Note left of ConnectionWrapper: Everything starts with <br/>the ConnectionWrapper.
    ConnectionWrapper->>QueryBuilder: createQueryBuilder()
    activate QueryBuilder
    alt 
        QueryBuilder->>QueryBuilder: execute() <br>Calls private executeQuery()<br>method
    end
    QueryBuilder->>+ConnectionWrapper: executeQuery()
    deactivate QueryBuilder
    ConnectionWrapper->>SoqlStatement: execute() 
    SoqlStatement->>+\Doctrine\DBAL\Driver\Result: execute()
    ConnectionWrapper->>+\Codelicia\Soql\DBAL\Result: new
    \Doctrine\DBAL\Driver\Result-->>\Codelicia\Soql\DBAL\Result: pass to
    \Codelicia\Soql\DBAL\Result-->>-ConnectionWrapper: returns
    ConnectionWrapper->>-SoqlStatement: fetchAll()
    SoqlStatement->>+\Codelicia\Soql\FetchDataUtility: fetchAll()
    \Codelicia\Soql\FetchDataUtility-->>+\GuzzleHttp\ClientInterface: send()
    Note right of \Codelicia\Soql\FetchDataUtility: Countable goes here?<br> before creating the Payload?
    \Codelicia\Soql\FetchDataUtility->>+\Codelicia\Soql\Payload: new
    \Codelicia\Soql\Payload-->>+SoqlStatement: returns
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