Overview

The package has 2 goals:

Provide a thin wrapper for the jsforce library
Allow for automatic synchronization of Salesforce entities into the local Meteor MongoDB

(TODO: separate the synchro part into its own, Meteor-agnostic npm module)

Usage

Install meteor package:

    meteor add nicocrm:syncforce

Install dependencies

    npm install --save simpl-schema log lodash

Initialize connection:

    import {SyncForce} from 'meteor/nicocrm:syncforce'

    SyncForce.login({
        login_url: 'https://test.salesforce.com',
        user: 'myuser@domain.com',
        password: 'somePassword',
        token: 'XXXXXXXXXXXXXXX'
    }

Run a query (this simply wraps the jsforce method using Meteor async wrapper):

    var recs = SyncForce.query('select Id, Name from Account');

See jsforce doc for more information about the methods provided.

Initialize a collection sync:

    SyncForce.syncCollection(myCollection, 'Account', "Status = 'Active'", options);

There are a few available options - see the method documentation in the source code for details. By default the sync will then run every 5 minutes. It is possible and recommended to set up a push topic in Salesforce to get those changes pushed immediately. If a sync is already defined for the named resource it will be replaced. The method will return a CollectionSync object which can be used to control the sync state: start, stop, run. Note that if you pass a condition it will be added to the query when determining which records to sync.
So Status = Active is not a good example as the records that are made Inactive would never get removed from the local side! More likely you would use that for a condition on recordtype. You can also pass a transform function in the options to filter the retrieved records - if you don't want a record to be inserted you can return null.

Run a sync on demand:

    SyncForce.runSync('Account', (err, res) => { ... })

This will run the sync asynchronously (same as calling run on the object returned by syncCollection). The sync for that resource must have already been defined.

Customize logging

Pass a logger object to SyncForce:

    SyncForce.setLogger(log)

By default logging will use npm-log which just outputs to the console

Receive notifications for sync events

To get notified when a record is synced from Salesforce to the local collection:

    SyncForce.onReceived('updated', 'Contact', (record, {eventType, resourceType}}) => {
        // eventType is "updated"
        // resourceType is "Contact" - this is the Salesforce entity name
        // record is the record that was just updated
    })

Or:

    SyncForce.onReceived('inserted', 'Contact', handler)

To get notified when a record is removed from Salesforce, and that removal is performed on the local collection (note that the handler will be passed an object containing only the Id property):

    Syncforce.onReceived('removed', 'Contact', handler)

The events are sent after the local operation has been completed.

License

nicocrm/meteor-syncforce

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