/// Helper functions /// static MetadataServiceReference.Metadata[] readObjects(String serverUrl, String username, String password, String orgId, String objectType, String[] objectNames) { // establish session SoapClient client = new SoapClient(); var res = client.login(new PartnerServiceReference.LoginScopeHeader { organizationId = orgId }, null, username, password); var sessionId = res.sessionId; Console.WriteLine("Session ID: " + sessionId); // get object metadata, including fieldsets MetadataPortTypeClient mclient = new MetadataPortTypeClient(MetadataPortTypeClient.EndpointConfiguration.Metadata, res.metadataServerUrl); Metadata[] metadata = mclient.readMetadata(new MetadataServiceReference.SessionHeader { sessionId = sessionId }, null, objectType, objectNames); // close session client = new SoapClient(SoapClient.EndpointConfiguration.Soap, res.serverUrl); client.logout(new PartnerServiceReference.SessionHeader { sessionId = sessionId }, null); return(metadata); }
public Metadata[] GetMetadata(string type, string[] names) { client = new MetadataPortTypeClient("Metadata", MetadataUrl); var sessionHeader = new SessionHeader { sessionId = SessionId }; var metadata = client.readMetadata(sessionHeader, null, type, names); return(metadata); }
/// <summary> /// Update the visibility of a tab for a given profile. /// </summary> /// <param name="serverUrl">URL to SF server</param> /// <param name="username">Login username</param> /// <param name="password">Login password</param> /// <param name="orgId">Organization ID found at settings/company settings/company information/salesforce.com organization id</param> /// <param name="profileName">API name of profile to update</param> /// <param name="tabName">SF name of the tab whose visiblity status to update. Note this is not the same as the label given in the SF CRM. For instance, /// the standard objects such as 'Account' will have the name 'standard-Account'.</param> /// <param name="tabVisibility">The visibility status to be assigned for the given tab for the given profile.</param> static void setTabVisibility(String serverUrl, String username, String password, String orgId, String profileName, String tabName, TabVisibility tabVisibility) { // establish session SoapClient client = new SoapClient(); LoginResult res = client.login(new PartnerServiceReference.LoginScopeHeader { organizationId = orgId }, null, username, password); var sessionId = res.sessionId; // Console.WriteLine("Session ID: " + sessionId); try { // get the profile and the tabs MetadataPortTypeClient mclient = new MetadataPortTypeClient(MetadataPortTypeClient.EndpointConfiguration.Metadata, res.metadataServerUrl); Metadata[] profiles = mclient.readMetadata(new MetadataServiceReference.SessionHeader { sessionId = sessionId }, null, "Profile", new String[] { profileName }); if (profiles.Length != 1) { throw new Exception("Failed to locate profile"); } // set the visiblity for the tab Profile profile = (Profile)profiles[0]; Profile updatedProfile = null; foreach (ProfileTabVisibility tabVisibilityField in profile.tabVisibilities) { // Console.WriteLine(tabVisibilityField.tab); if (tabVisibilityField.tab == tabName) { updatedProfile = new Profile() { fullName = profile.fullName }; updatedProfile.tabVisibilities = new ProfileTabVisibility[] { new ProfileTabVisibility() { tab = tabName, visibility = tabVisibility } }; break; } } if (null == updatedProfile) { throw new Exception("Failed to locate tab"); } // update the profile MetadataServiceReference.SaveResult[] response = mclient.updateMetadata(new MetadataServiceReference.SessionHeader { sessionId = sessionId }, null, null, new Metadata[] { updatedProfile }); if (response.Length != 1 || !response[0].success) { throw new Exception("Failed to update profile"); } } finally { // close session client = new SoapClient(SoapClient.EndpointConfiguration.Soap, res.serverUrl); client.logout(new PartnerServiceReference.SessionHeader { sessionId = sessionId }, null); } }