We're trying to eliminate for the salesforce.com customer any additional steps, but I think we're in a position right now where we may be burdening the user. Info...
Is it true that we need to supply a customization guide so that people can use our application with the Upsert method, i.e., do we need to tell them is how to go into setup for all three of their tables (leads, accounts, and contacts) and create an extra field and set the externalID type? We're looking for a means where we can automate this, as this is a ten step process X 3 for the three tables, but the extra field is what we need for the Upsert. Is it possible to automate the creation of this field via the API or any other means?
Here's what we see as the 'customization guide' for the user
1. Click setup
2. Click customize
3. Click leads
4. Click fields
5. Click new
6. Select email
7. Click next
8. Name it emailid
9. Tabbing to the next field will autofill it
10. Check 'external id'
11. Click next
12. Click next
13. Click save
In addition, the user would have to do this process for the extra information or notes field so that all extra form responses are stored as well. This just can't be true, and here's why I say this: the new "passing of leads" program for AppExchange partners drops any non-contact info into Leads as Additional Information, and we did not have to modify our account to accept this information.
As you can see its a complex process so I am hoping we can automate through the API. Would you please help?
We're closing in on integration with PE, but there still remains a couple of questions and a naming issue.
How do we automatically add a custom field to accounts which use our program?
Why must upsert connect with a custom field, vs. using the standard Email field as the external ID?
The issue we’re facing now is that the field names do not always work with upsert. For example, in contacts, there is a required field named “Name” which, when an upsert is attempted, returns the error “No such column 'Name' on entity 'contact'”. Is there an exhaustive list of true field names which work with upsert for every type (lead, contact, account)?
We need to include a certified Client ID using PHP. I noticed another thread saying this is not in the API documentation. Someone provided us with the following Java and C code, but could not provide any PHP examples. Anyone know how to do this with PHP?
// Use the following in your login method, // before you make your login call to the service. // set the call option for client id
Java Example: String clientID = "your_clientid_is_case_sensitive"; CallOptions co = new CallOptions(); co.setClient(clientID);
// bind it to the current soap session binding.setHeader("SforceService", "CallOptions", co);
C# Example: String clientID = "your_clientid_is_case_sensitive"; CallOptions co = new CallOptions(); co.client = clientID; binding.CallOptionsValue = co;
We're closing in on integration with PE, but there still remains a couple of questions and a naming issue.
How do we automatically add a custom field to accounts which use our program?
Why must upsert connect with a custom field, vs. using the standard Email field as the external ID?
The issue we’re facing now is that the field names do not always work with upsert. For example, in contacts, there is a required field named “Name” which, when an upsert is attempted, returns the error “No such column 'Name' on entity 'contact'”. Is there an exhaustive list of true field names which work with upsert for every type (lead, contact, account)?
