I am looking into options to update an excel workbook tab with opportunity data. The requirement is to have this tab updated when a user clicks a button on the page and then open the excel file. The excel file is going to be stored in salesforce so we have one place to keep it updated and current for our users.
I have gone through all of the posts on this board and have been unable to determine what my issue is. I am using the below code to test the login but I keep getting invalid user name, password or token. The user is set up to not have a token assigned through api and is working fine for all other apps we have running.
Note I have removed the user id and password and just attached the code:
My question is two - fold:
1. Do I need to have the excel connector installed to use the office toolkit API?
2. Is there anything you can see that is wrong with the code below?
Dim g_sfApi As SForceOfficeToolkitLib3.SForceSession3 Public LoginTest As Boolean Public myusername As String Public mypassword As String Public myserverurl As String Public mymessage As String
Sub MyMain() LoginTest = True If LoginTest = True Then myusername = " mypassword = "" 'this might be different from below 'mypassword = "password + token" 'this might be different from below myserverurl = "https://test.salesforce.com/services/Soap/c/17.0" Else myusername = "" mypassword = "" 'this might be different from above myserverurl = "https://www.salesforce.com/services/Soap/c/17.0" End If
If SampleLogin(myusername, mypassword) = True Then mymessage = "Logged into: " & g_sfApi.ServerUrl MsgBox mymessage 'CreateAccount Else mymessage = "Login failed, " & g_sfApi.ServerUrl & g_sfApi.ErrorField & g_sfApi.ErrorMessage MsgBox mymessage MsgBox (g_sfApi.ErrorField & g_sfApi.ErrorMessage) 'Unload Me End If
End Sub
Public Function SampleLogin(Username, Password) As Boolean Set g_sfApi = New SForceOfficeToolkitLib3.SForceSession3 Debug.Print "Default URL: ", g_sfApi.ServerUrl
If LoginTest = True Then g_sfApi.SetServerUrl (myserverurl) Debug.Print "New URL: ", g_sfApi.ServerUrl End If
SampleLogin = g_sfApi.Login(Username, Password) End Function
a.D_U_N_S__c, a.Tax_Number__c, a.Owner.Name, a.Owner.EmployeeNumber, a.Company_Reg__c, a.Channel_Owner__c From Account a
The above returns me all of the accounts for our company and joins the opportunities that are either stage 6 or have a client id.
What I need the query to do is return only Accounts with a client ID as well as Accounts that have an opportunity in Stage 6 or opportunities that have a client ID.
If I add a where clause at the end of the main select such as WHERE a.Client_ID__c !=NULL, I get all the accounts that have client ids but I miss the accounts that have an opportunity in stage 6 that don't have a client ID.
I am really hoping someone out here can help me out.
I don't think this is possible, but before I gave up and just ran two queries, I wanted to check with you smart folks. I am trying to get the Account Owner Name and Employee number from an opportunity query. I know I can get to the Account.OwnerId but that is as far as it goes without writing another query to the User object for the name and employee number.
o.Account.BillingStreet, o.Account.Id, o.AccountId From Opportunity o
Where o.StageName >= '6 - Closed/Won'
I also need to return the Account Owner Name and Employee number but I have come up empty thus far except writing another query to the User object where User.Id = o.Account.OwnerId.
Any thoughts or suggestions will be greatly appreciated.
I am stuck. We are moving a process that was going after a local database that was replicating our salesforce data to go directly after salesforce. The problem I am having is how to mimic the following PHP code in regards to a join on the User and Opportunity objects:
function getSalesforceProspects() { $msquery="select Opportunity.sfOpportunityId as SFXRefID from Account inner join Opportunity on Opportunity.AccountId = Account.sfAccountId inner join Users on Users.sfUserId = Opportunity.OwnerId
where -- 'Channel Sales & Marketing Opportunity' and 'Direct Sales & Marketing Opportunity' record types: Opportunity.RecordTypeId in ('0123000000056kxAAA', '012300000004zjnAAA') ORDER BY Opportunity.OpportunityName"; $result = mssql_query($msquery); /* Error occurred, return given name by default */ if(!$result || (mssql_num_rows ($result) < 1)){ return NULL; } /* Return result array */ while($row = mssql_fetch_array($result)){ $dbarray[]=$row['SFXRefID']; } return $dbarray;
} // end func
I am new to SOQL and I have been trying to figure out a way to mimic the above query with no luck. Any help will be greatly appreciated.
I have gone through all of the posts on this board and have been unable to determine what my issue is. I am using the below code to test the login but I keep getting invalid user name, password or token. The user is set up to not have a token assigned through api and is working fine for all other apps we have running.
Note I have removed the user id and password and just attached the code:
My question is two - fold:
1. Do I need to have the excel connector installed to use the office toolkit API?
2. Is there anything you can see that is wrong with the code below?
Dim g_sfApi As SForceOfficeToolkitLib3.SForceSession3 Public LoginTest As Boolean Public myusername As String Public mypassword As String Public myserverurl As String Public mymessage As String
Sub MyMain() LoginTest = True If LoginTest = True Then myusername = " mypassword = "" 'this might be different from below 'mypassword = "password + token" 'this might be different from below myserverurl = "https://test.salesforce.com/services/Soap/c/17.0" Else myusername = "" mypassword = "" 'this might be different from above myserverurl = "https://www.salesforce.com/services/Soap/c/17.0" End If
If SampleLogin(myusername, mypassword) = True Then mymessage = "Logged into: " & g_sfApi.ServerUrl MsgBox mymessage 'CreateAccount Else mymessage = "Login failed, " & g_sfApi.ServerUrl & g_sfApi.ErrorField & g_sfApi.ErrorMessage MsgBox mymessage MsgBox (g_sfApi.ErrorField & g_sfApi.ErrorMessage) 'Unload Me End If
End Sub
Public Function SampleLogin(Username, Password) As Boolean Set g_sfApi = New SForceOfficeToolkitLib3.SForceSession3 Debug.Print "Default URL: ", g_sfApi.ServerUrl
If LoginTest = True Then g_sfApi.SetServerUrl (myserverurl) Debug.Print "New URL: ", g_sfApi.ServerUrl End If
SampleLogin = g_sfApi.Login(Username, Password) End Function
a.D_U_N_S__c, a.Tax_Number__c, a.Owner.Name, a.Owner.EmployeeNumber, a.Company_Reg__c, a.Channel_Owner__c From Account a
The above returns me all of the accounts for our company and joins the opportunities that are either stage 6 or have a client id.
What I need the query to do is return only Accounts with a client ID as well as Accounts that have an opportunity in Stage 6 or opportunities that have a client ID.
If I add a where clause at the end of the main select such as WHERE a.Client_ID__c !=NULL, I get all the accounts that have client ids but I miss the accounts that have an opportunity in stage 6 that don't have a client ID.
I am really hoping someone out here can help me out.
I am stuck. We are moving a process that was going after a local database that was replicating our salesforce data to go directly after salesforce. The problem I am having is how to mimic the following PHP code in regards to a join on the User and Opportunity objects:
function getSalesforceProspects() { $msquery="select Opportunity.sfOpportunityId as SFXRefID from Account inner join Opportunity on Opportunity.AccountId = Account.sfAccountId inner join Users on Users.sfUserId = Opportunity.OwnerId
where -- 'Channel Sales & Marketing Opportunity' and 'Direct Sales & Marketing Opportunity' record types: Opportunity.RecordTypeId in ('0123000000056kxAAA', '012300000004zjnAAA') ORDER BY Opportunity.OpportunityName"; $result = mssql_query($msquery); /* Error occurred, return given name by default */ if(!$result || (mssql_num_rows ($result) < 1)){ return NULL; } /* Return result array */ while($row = mssql_fetch_array($result)){ $dbarray[]=$row['SFXRefID']; } return $dbarray;
} // end func
I am new to SOQL and I have been trying to figure out a way to mimic the above query with no luck. Any help will be greatly appreciated.
