jziesing/demo-day-repo

HCRailsDemo

Just a rails CRUD app to demo Heroku connect. It is set up to sync the Account object down. It relies on a field called external_id__c as it's external ID for upserts. The rails app will do the "right thing" and automatically generate a guid for any records created there. It's left up to the gentle reader to extend their salesforce org to "do the right thing" and generate a guid

Setup

Get a trial force org. If you do not have an external id field called external_id__c you will need to create one in your org. You need to insure that it's a text field and it's set up as an external id.

Click on this button:

Or, deploy the app by hand:

git clone https://github.com/tsykoduk/HCRailsDemo
cd HCRailsDemo
heroku create
heroku addons:create herokuconnect:demo
heroku addons:add papertrail
git push heroku master

Now Launch https://dashboard.heroku.com/ and locate your newly created app.

Click on Heroku Connect under Add-Ons

Once you launch Heroku connect, you will be asked to create a new schema and connection to your salesforce org.

Map the following fields over in Heroku Connect, or just import the ggn-hcdemo_connect_config.json file to load the configuration:

• accountnumber
• accountsource
• billingcity
• billingcountry
• billinglatitude
• billingpostalcode
• billingstate
• billingstreet
• description
• external_id__c
• fax
• name
• phone
• recordtypeid
• tickersymbol
• website

You will also need to point the External ID for upserts in Connect to external_id__c. If you have a starting SFDC demo org, you should create a the external_id__c custom field.

After your first sync, your Postgres table should look like this (use \d salesforce.account in heroku pg:psql to view it)

hcrails-dev::DATABASE=> \d salesforce.account
                                            Table "salesforce.account"
      Column       |            Type             |                            Modifiers                            
-------------------+-----------------------------+-----------------------------------------------------------------
 lastmodifieddate  | timestamp without time zone | 
 billingstreet     | character varying(255)      | 
 website           | character varying(255)      | 
 createddate       | timestamp without time zone | 
 billingpostalcode | character varying(20)       | 
 _hc_lastop        | character varying(32)       | 
 name              | character varying(255)      | 
 billinglongitude  | double precision            | 
 billingcountry    | character varying(80)       | 
 description       | text                        | 
 external_id__c    | character varying(128)      | 
 _hc_err           | text                        | 
 accountsource     | character varying(40)       | 
 phone             | character varying(40)       | 
 billinglatitude   | double precision            | 
 isdeleted         | boolean                     | 
 billingcity       | character varying(40)       | 
 id                | integer                     | not null default nextval('salesforce.account_id_seq'::regclass)
 fax               | character varying(40)       | 
 billingstate      | character varying(80)       | 
 sfid              | character varying(18)       | 
Indexes:
    "account_pkey" PRIMARY KEY, btree (id)
    "hcu_idx_account_external_id__c" UNIQUE, btree (external_id__c)
    "hcu_idx_account_sfid" UNIQUE, btree (sfid)
    "hc_idx_account_lastmodifieddate" btree (lastmodifieddate)
Triggers:
    hc_account_logtrigger AFTER INSERT OR DELETE OR UPDATE ON salesforce.account FOR EACH ROW WHEN (get_xmlbinary()::text = 'base64'::text) EXECUTE PROCEDURE salesforce.hc_account_logger()
    hc_account_status_trigger BEFORE INSERT OR UPDATE ON salesforce.account FOR EACH ROW EXECUTE PROCEDURE salesforce.hc_account_status()

Launch the app

heroku open

Profit

If you want to add guid's to existing records, you can open a console using heroku run console and then run helper.guuid_creator. This will load each object, and update the external_id__c field with a random guid if one does not already exist. Warning, this could take a long time.

If you want to load more accounts, follow the steps above to deploy and set up the demo. Then simply pop open a Rails Console with heroku run console. Once you have a console up and running run helper.account_loader(#) where # is the number of records you want to create.

Enjoy!