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Chapter 13

SOAP Headers

The API provides SOAP headers to client applications. All of these headers are available in both the enterprise and partner

WSDL ﬁles.

Description

Task / Call

Speciﬁes the assignment rule to use when creating or updating an Account,Case, or

Lead.

AssignmentRuleHeader

Speciﬁes the call options for an API request.

CallOptions

Sends an email notiﬁcation when a request is processed. Provides equivalent functionality

for Salesforce user interface.

EmailHeader

Speciﬁes the language of the labels returned.The value must be a valid user locale

(language and country), such as de_DE or en_GB. For more information on locales,

see the

LanguageLocaleKey

ﬁeld on the CategoryNodeLocalization object.

LocaleOptions

Speciﬁes the organization ID so that you can authenticate Self-Service users for your

organization using the

call.

LoginScopeHeader

Indicates whether to update the list of most recently used items (

true

) or not (

false

MruHeader

Speciﬁes the batch size for query results.

QueryOptions

Speciﬁes the session ID returned from the login server after a successful

SessionHeader

AssignmentRuleHeader

The

AssignmentRuleHeader

must be speciﬁed in the

create()

update()

call of a Case or Lead for the speciﬁed

assignment rule to be applied, and it must be speciﬁed in the

update()

call of an Account for the territory assignment rules

to be applied.

API Calls

create()

merge()

update()

upsert()

Fields

Description

Type

Element Name

ID of a speciﬁc assignment rule to run for the Case or Lead. Can be

an inactive assignment rule.The ID can be retrieved by querying the

assignmentRuleId

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Description

Type

Element Name

AssignmentRule object. If speciﬁed, do not specify

useDefaultRule

This element is ignored for accounts, because all territory assignment

rules are applied.

If the value is not in correct ID format (15-character or 18-character

Salesforce ID), the call fails and a

MALFORMED_ID

exception is returned.

true

for a Case or Lead, uses the default (active) assignment rule

for a Case or Lead. If speciﬁed, do not specify an

assignmentRuleId

boolean

useDefaultRule

true

for an Account, all territory assignment rules are applied, and

false

, no territory assignment rules are applied.

Sample Code

For a code example, see Lead.

See Also:

create()

update()

AssignmentRule

CallOptions

Speciﬁes the options needed to work with a speciﬁc client.This header is only available for use with the Partner WSDL.

API Calls

The

defaultNamespace

element supports the following calls:

create()

merge()

queryAll()

query()

queryMore()

retrieve()

search()

update()

, and

upsert()

The

client

element supports all of the above calls, plus the following:

convertLead()

delete()

describeGlobal()

describeLayout()

describeTabs()

describeSObject()

describeSObjects()

getDeleted()

getUpdated()

process()

undelete()

,getServerTimestamp(),getUserInfo(),setPassword(), and

resetPassword().

Fields

Description

Type

Element Name

A string that identiﬁes a client.

string

client

A string that identiﬁes a developer namespace preﬁx. Use this ﬁeld to resolve ﬁeld

names in managed packages without having to fully specify the

fieldName

everywhere.

string

defaultNamespace

460

CallOptions

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Description

Type

Element Name

For example, if the developer namespace preﬁx is

battle

, and you have a custom

ﬁeld in your package called

botId

, you can set this header, and then queries such

as the following will succeed:

query("SELECT id, botId__c from Account");

In this case the actual ﬁeld queried is the

battle__botId__c

ﬁeld.

Using this ﬁeld allows you to write client code without having to specify the

namespace preﬁx.Without this ﬁeld speciﬁed, the full name of the ﬁeld would

have to be used for the query to succeed. In the example above, you would have

to specify

battle__botId__c

Note that if this ﬁeld is set, and the query speciﬁes the namespace as well, the

response will not include the preﬁx. For example, if you set this header to

battle

and issue a query like

query("SELECT id, battle__botId__c from

Account");

, the response would use a

botId__c

element, not a

battle_botId__c

element.

Describe calls ignore this header, so there will be no ambiguity between ﬁelds with

namespace preﬁxes and customer ﬁelds of the same name without the preﬁx.

EmailHeader

The Salesforce user interface allows you to specify whether or not to send an email when these events occur:

• Create a new Case or Task

• Create a CaseComment

• Convert Case email to a Contact

• New User email notiﬁcation

• A resetPassword() call

In API version 8.0 and later, you can send an API request that sends email as well.

A group event is an Event for which

IsGroupEvent

is true.The EventAttendee object tracks the users, leads, or contacts

that are invited to a group event. Note the following behaviors for group event emails sent through the API:

• Sending a group event invitation to a User respects the

triggerUserEmail

option

• Sending a group event invitation to a Lead or Contact respects the

triggerOtherEmail

option

• Emails sent when updating or deleting a group event also respect

triggerUserEmail

and

triggerOtherEmail

, as

appropriate

API Calls

create()

delete()

,resetPassword(),

update()

upsert()

Fields

Description

Type

Element Name

Indicates whether to trigger auto-response rules (

true

) or not (

false

for leads and cases. In the Salesforce user interface, this email can be

boolean

triggerAutoResponseEmail

461

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Description

Type

Element Name

automatically triggered by a number of events, for example creating a

case or resetting a user password. If this value is set to

true

, when a

Case is created, if there is an email address for the contact speciﬁed in

ContactId

, the email is sent to that address. If not, the email is sent

to the address speciﬁed in

SuppliedEmail

Indicates whether to trigger email outside the organization (

true

) or

not (

false

). In the Salesforce user interface, this email can be

boolean

triggerOtherEmail

automatically triggered by creating, editing, or deleting a contact for a

case.

Indicates whether to trigger email that is sent to users in the organization

(

true

) or not (

false

). In the Salesforce user interface, this email can

boolean

triggerUserEmail

be automatically triggered by a number of events; resetting a password,

creating a new user, adding comments to a case, or creating or modifying

a task.

Example

The following code snippet assume an auto-response rule has been set for cases, and an email address is speciﬁed in the contact

referenced by

ContactId

public void createCaseWithAutoResponse() throws Exception{

_EmailHeader emailHeader = new _EmailHeader();

emailHeader.setTriggerAutoResponseEmail(true);

binding.setHeader("urn:enterprise.soap.sforce.com", "EmailHeader", emailHeader);

_case c = new _case();

c.setSubject("Sample Subject");

c.setContactId("ID_number");

binding.create(new SObject[] { c });

}

See Also:

create()

resetPassword()

update()

upsert()

LocaleOptions

Speciﬁes the language of the labels returned.

API Calls

describeSObject()

describeSObjects()

462

LocaleOptions

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Fields

Description

Type

Element Name

Speciﬁes the language of the labels returned.The value must be a valid user locale

(language and country), such as de_DE or en_GB. For more information on locales,

see the

LanguageLocaleKey

ﬁeld on the CategoryNodeLocalization object.

string

language

Sample Code

To set the LocaleHeader to the locale of the logged in user:

getPartnerConnection().

setLocaleOptions(LocalizerFactory.

getLocaleBySid(UserContext.getLanguageSid()).toString());

connWrapper.getPartnerConnection().

setLocaleOptions(LocalizerFactory.

getLocaleBySid(UserContext.getLanguageSid()).toString());

com.sforce.soap.partner.wscprevious.DescribeSObjectResult describeResult =

connWrapper.getPartnerConnection().describeSObject(objNameForQuery);

LoginScopeHeader

Speciﬁes your organization ID so that you can authenticate Self-Service users for your organization using the existing

API Calls

Fields

Description

Type

Element Name

The ID of the organization against which you will authenticate Self-Service users.

organizationId

Specify only if user is a Customer Portal user.The ID of the portal for this

organization. ID is available in the Salesforce user interface:

portalId

•

Select Setup

➤

Customize

➤

Customer Portal

➤

Settings

• Select a Customer Portal name, and on the Customer Portal detail page, the

URL of the Customer Portal displays.The Portal ID is in the URL.

MruHeader

In API version 7.0 and later, the

create()

update()

, and

upsert()

calls do not update the list of most recently used

(MRU) items in the Recent Items section of the sidebar in the Salesforce user interface unless this header is used. Be advised

that using this header to update the Recent Items list may negatively impact performance.

API Calls

create()

merge()

query()

retrieve()

update()

upsert()

463

LoginScopeHeader

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Fields

Description

Type

Element Name

Indicates whether to update the list of most recently used items (

true

) or not (

false

boolean

updateMru

For

retrieve()

, if the result has only one row, MRU is updated to the ID of the

retrieve result.

For

query()

, if the result has only one row and the ID ﬁeld is selected, the MRU is

updated to the ID of the query result.

Sample Code

/ login and get SoapBindingStub

SoapBindingStub binding =myLogin();

// Make a SOAP MRU Header to be sent on subsequent API calls:

MruHeader mru = new MruHeader();

mru.setUpdateMru(true); // or false

binding.setHeader("urn:partner.soap.sforce.com", "MruHeader", mru);

//create an account, updating MRU header

Account account = new Account();

account.setName("Bobby User");

SaveResult[] saveResults = binding.create(new SObject[]{account});

See Also:

QueryOptions

Speciﬁes the batch size for queries. Batches that are larger or smaller than the speciﬁed size may be used, in order to maximize

performance.

Associated API Calls

query()

queryMore()

retrieve()

Fields

Description

Type

Element Name

Batch size for the number of records returned in a

query()

queryMore()

call. Child objects count toward the number of records for the batch size. For

int

batchSize

example, in relationship queries, multiple child objects may be returned per parent

row returned.

The default is 500; the minimum is 200, and the maximum is 2,000.

464

QueryOptions

Sample Code

For code examples, see Changing the Batch Size in Queries.

See Also:

query()

queryMore()

retrieve()

Changing the Batch Size in Queries

SessionHeader

Speciﬁes the session ID returned from the login server after a successful

.This session ID is used in all subsequent

calls.

In version 12.0 and later, you must include the API namespace in the SOAP message associated with this header.The

namespace is deﬁned in the enterprise or partner WSDL.

API Calls

All calls, including utility calls.

Fields

Description

Type

Element Name

Session ID returned by the

call to be used for subsequent call authentication.

string

sessionId

Sample Code

See the examples provided for

UserTerritoryDeleteHeader

Specify a user to whom open opportunities are assigned when the current owner is removed from a territory. If this header is

not used or the value of its element is null, the opportunities are transferred to the forecast manager in the territory above, if

one exists. If one does not exist, the user being removed from the territory keeps the opportunities.

API Calls

delete()

465

SessionHeader

Fields

Description

Type

Element Name

The ID of the user to whom open opportunities in that user's territory will be

assigned when an opportunity's owner (user) is removed from a territory.

transferToUserId

See Also:

Opportunity Forecast Override Business Rules

466

UserTerritoryDeleteHeader

SING THE

API

WITH

ALESFORCE

EATURES

Chapter 14

Implementation Considerations

Review these topics to make sure you understand how the API manages data

and communication before building your client applications.

In this chapter ...

• Login Server URL

• Start By Logging In to the Login

Server

• Typical API Call Sequence

• Salesforce Sandbox

• Multiple Instances of Salesforce.com

Database Servers

• Content Type Requirement

• Monitoring API Trafﬁc

• API Usage Metering

• Compression

• HTTP Persistent Connections

• HTTP Chunking

• Internationalization and Character

Sets

• XML Compliance

• .Net, Non-String Fields, and the

Enterprise WSDL

467

The SOAP implementation of the API also provides a single login server.You can log in to any organization via a single entry

point, without having to hard-code the instance for your organization.To access an organization via the API, you must ﬁrst

authenticate the session by sending a

request to the login server at the following URL:

https://www.salesforce.com/services/Soap/c/13.0

The less secure version of the URL is also supported:

http://www.salesforce.com/services/Soap/c/13.0

The less secure version of the URL is supported for debugging through proxy servers.

All subsequent calls to the server during the session should be made to the URL returned in the

response, which

points to the server instance for your organization.

Start By Logging In to the Login Server

Before invoking any other calls, a client application must ﬁrst invoke the

call to establish a session with the login

server, set the returned server URL as the target server for subsequent API requests, and set the returned session ID in the

SOAP header to provide server authorization for subsequent API requests. For more information, see

and Step 4:

Walk Through the Sample Code.

Salesforce checks the IP address from which the client application is logging in, and blocks logins from unknown IP addresses.

For a blocked login via the API,Salesforce returns a login fault.Then, the user must add their security token to the end of

their password in order to log in. A security token is an automatically-generated key from Salesforce. For example, if a user's

password is

mypassword

, and their security token is

XXXXXXXXXX

, then the user must enter

mypasswordXXXXXXXXXX

log in. Users can obtain their security token by changing their password or resetting their security token via the Salesforce user

interface.When a user changes their password or resets their security token,Salesforce sends a new security token to the email

address on the user's Salesforce record.The security token is valid until a user resets their security token, changes their password,

or has their password reset.When the security token is invalid, the user must repeat the login process to log in.To avoid this,

the administrator can make sure the client's IP address is added to the organization's list of trusted IP addresses. For more

information, see Security Token.

Once you are logged in, you can issue API calls. For each operation, client applications submit a synchronous request to the

API, await the response, and process the results.The API commits any changed data automatically. For a list of the API calls:

• Core Calls

• Describe Calls

• Utility Calls

Typical API Call Sequence

For each call, your client application typically:

1. Prepares the request by deﬁning request parameters, if applicable.

2. Invokes the call, which passes the request with its parameters to the Force.comWeb Service for processing.

3. Receives the response from the API.

4. Handles the response, either by processing the returned data (for a successful invocation) or by handling the error (for a

failed invocation).

468

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