simple-salesforce-pybaitz 0.74.2
A basic Salesforce.com REST API client.
License: Apache 2.0
Keywords: python salesforce salesforce.com

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Simple Salesforce
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   :alt: Documentation Status

Simple Salesforce is a basic Salesforce.com REST API client built for Python 2.6, 2.7, 3.3, 3.4, 3.5, and 3.6. The goal is to provide a very low-level interface to the REST Resource and APEX API, returning a dictionary of the API JSON response.

You can find out more regarding the format of the results in the `Official Salesforce.com REST API Documentation`_

.. _Official Salesforce.com REST API Documentation: http://www.salesforce.com/us/developer/docs/api_rest/index.htm

Examples
--------
There are two ways to gain access to Salesforce

The first is to simply pass the domain of your Salesforce instance and an access token straight to ``Salesforce()``

For example:

.. code-block:: python

    from simple_salesforce import Salesforce
    sf = Salesforce(instance='na1.salesforce.com', session_id='')

If you have the full URL of your instance (perhaps including the schema, as is included in the OAuth2 request process), you can pass that in instead using ``instance_url``:

.. code-block:: python

    from simple_salesforce import Salesforce
    sf = Salesforce(instance_url='https://na1.salesforce.com', session_id='')

There are also two means of authentication, one that uses username, password and security token and the other that uses IP filtering, username, password  and organizationId

To login using the security token method, simply include the Salesforce method and pass in your Salesforce username, password and token (this is usually provided when you change your password):

.. code-block:: python

    from simple_salesforce import Salesforce
    sf = Salesforce(username='myemail@example.com', password='password', security_token='token')

To login using IP-whitelist Organization ID method, simply use your Salesforce username, password and organizationId:

.. code-block:: python

    from simple_salesforce import Salesforce
    sf = Salesforce(password='password', username='myemail@example.com', organizationId='OrgId')

If you'd like to enter a sandbox, simply add ``domain='test'`` to your ``Salesforce()`` call.

For example:

.. code-block:: python

    from simple_salesforce import Salesforce
    sf = Salesforce(username='myemail@example.com.sandbox', password='password', security_token='token', domain='test')

Note that specifying if you want to use a domain is only necessary if you are using the built-in username/password/security token authentication and is used exclusively during the authentication step.

If you'd like to keep track where your API calls are coming from, simply add ``client_id='My App'`` to your ``Salesforce()`` call.

.. code-block:: python

    from simple_salesforce import Salesforce
    sf = Salesforce(username='myemail@example.com.sandbox', password='password', security_token='token', client_id='My App', domain='test')

If you view the API calls in your Salesforce instance by Client Id it will be prefixed with ``RestForce/``, for example ``RestForce/My App``.

When instantiating a `Salesforce` object, it's also possible to include an
instance of `requests.Session`. This is to allow for specialized
session handling not otherwise exposed by simple_salesforce.

For example:

.. code-block:: python

   from simple_salesforce import Salesforce
   import requests

   session = requests.Session()
   # manipulate the session instance (optional)
   sf = Salesforce(
      username='user@example.com', password='password', organizationId='OrgId',
      session=session)

Record Management
-----------------

To create a new 'Contact' in Salesforce:

.. code-block:: python

    sf.Contact.create({'LastName':'Smith','Email':'example@example.com'})

This will return a dictionary such as ``{u'errors': [], u'id': u'003e0000003GuNXAA0', u'success': True}``

To get a dictionary with all the information regarding that record, use:

.. code-block:: python

    contact = sf.Contact.get('003e0000003GuNXAA0')

To get a dictionary with all the information regarding that record, using a **custom** field that was defined as External ID:

.. code-block:: python

    contact = sf.Contact.get_by_custom_id('My_Custom_ID__c', '22')

To change that contact's last name from 'Smith' to 'Jones' and add a first name of 'John' use:

.. code-block:: python

    sf.Contact.update('003e0000003GuNXAA0',{'LastName': 'Jones', 'FirstName': 'John'})

To delete the contact:

.. code-block:: python

    sf.Contact.delete('003e0000003GuNXAA0')

To retrieve a list of Contact records deleted over the past 10 days (datetimes are required to be in UTC):

.. code-block:: python

    import pytz
    import datetime
    end = datetime.datetime.now(pytz.UTC)  # we need to use UTC as salesforce API requires this!
    sf.Contact.deleted(end - datetime.timedelta(days=10), end)

To retrieve a list of Contact records updated over the past 10 days (datetimes are required to be in UTC):

.. code-block:: python

    import pytz
    import datetime
    end = datetime.datetime.now(pytz.UTC) # we need to use UTC as salesforce API requires this
    sf.Contact.updated(end - datetime.timedelta(days=10), end)

Note that Update, Delete and Upsert actions return the associated `Salesforce HTTP Status Code`_

Use the same format to create any record, including 'Account', 'Opportunity', and 'Lead'.
Make sure to have all the required fields for any entry. The `Salesforce API`_ has all objects found under 'Reference -> Standard Objects' and the required fields can be found there.

.. _Salesforce HTTP Status Code: http://www.salesforce.com/us/developer/docs/api_rest/Content/errorcodes.htm
.. _Salesforce API: https://www.salesforce.com/developer/docs/api/

Queries
-------

It's also possible to write select queries in Salesforce Object Query Language (SOQL) and search queries in Salesforce Object Search Language (SOSL).

SOQL queries are done via:

.. code-block:: python

    sf.query("SELECT Id, Email FROM Contact WHERE LastName = 'Jones'")

If, due to an especially large result, Salesforce adds a ``nextRecordsUrl`` to your query result, such as ``"nextRecordsUrl" : "/services/data/v26.0/query/01gD0000002HU6KIAW-2000"``, you can pull the additional results with either the ID or the full URL (if using the full URL, you must pass 'True' as your second argument)

.. code-block:: python

    sf.query_more("01gD0000002HU6KIAW-2000")
    sf.query_more("/services/data/v26.0/query/01gD0000002HU6KIAW-2000", True)

As a convenience, to retrieve all of the results in a single local method call use

.. code-block:: python

    sf.query_all("SELECT Id, Email FROM Contact WHERE LastName = 'Jones'")

SOSL queries are done via:

.. code-block:: python

    sf.search("FIND {Jones}")

There is also 'Quick Search', which inserts your query inside the {} in the SOSL syntax. Be careful, there is no escaping!

.. code-block:: python

    sf.quick_search("Jones")

Search and Quick Search return ``None`` if there are no records, otherwise they return a dictionary of search results.

More details about syntax is available on the `Salesforce Query Language Documentation Developer Website`_

.. _Salesforce Query Language Documentation Developer Website: http://www.salesforce.com/us/developer/docs/soql_sosl/index.htm

Other Options
-------------

To insert or update (upsert) a record using an external ID, use:

.. code-block:: python

    sf.Contact.upsert('customExtIdField__c/11999',{'LastName': 'Smith','Email': 'smith@example.com'})

To retrieve basic metadata use:

.. code-block:: python

    sf.Contact.metadata()

To retrieve a description of the object, use:

.. code-block:: python

    sf.Contact.describe()

To retrieve a description of the record layout of an object by its record layout unique id, use:

.. code-block:: python

    sf.Contact.describe_layout('39wmxcw9r23r492')

To retrieve a list of top level description of instance metadata, user:

.. code-block:: python

    sf.describe()

    for x in sf.describe()["sobjects"]:
      print x["label"]


Using Bulk
----------

You can use this library to access Bulk API functions.

Create new records:

.. code-block:: python

    data = [
          {'LastName':'Smith','Email':'example@example.com'}, 
          {'LastName':'Jones','Email':'test@test.com'}
        ]

    sf.bulk.Contact.insert(data)

Update existing records:

.. code-block:: python

    data = [
          {'Id': '0000000000AAAAA', 'Email': 'examplenew@example.com'}, 
          {'Id': '0000000000BBBBB', 'Email': 'testnew@test.com'}
        ]

    sf.bulk.Contact.update(data)

Upsert records:

.. code-block:: python

    data = [
          {'Id': '0000000000AAAAA', 'Email': 'examplenew2@example.com'}, 
          {'Email': 'foo@foo.com'}
        ]

    sf.bulk.Contact.upsert(data, 'Id')

Query records:

.. code-block:: python

    query = 'SELECT Id, Name FROM Account LIMIT 10'

    sf.bulk.Account.query(query)

Delete records (soft deletion):

.. code-block:: python

    data = [{'Id': '0000000000AAAAA'}]

    sf.bulk.Contact.delete(data)

Hard deletion:

.. code-block:: python

    data = [{'Id': '0000000000BBBBB'}]

    sf.bulk.Contact.hard_delete(data)


Using Apex
----------

You can also use this library to call custom Apex methods:

.. code-block:: python

    payload = {
      "activity": [
        {"user": "12345", "action": "update page", "time": "2014-04-21T13:00:15Z"}
      ]
    }
    result = sf.apexecute('User/Activity', method='POST', data=payload)

This would call the endpoint ``https://<instance>.salesforce.com/services/apexrest/User/Activity`` with ``data=`` as
the body content encoded with ``json.dumps``

You can read more about Apex on the `Force.com Apex Code Developer's Guide`_

.. _Force.com Apex Code Developer's Guide: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_dev_guide.htm

Additional Features
-------------------

There are a few helper classes that are used internally and available to you.

Included in them are ``SalesforceLogin``, which takes in a username, password, security token, optional version and optional domain and returns a tuple of ``(session_id, sf_instance)`` where `session_id` is the session ID to use for authentication to Salesforce and ``sf_instance`` is the domain of the instance of Salesforce to use for the session.

For example, to use SalesforceLogin for a sandbox account you'd use:

.. code-block:: python

    from simple_salesforce import SalesforceLogin
    session_id, instance = SalesforceLogin(
        username='myemail@example.com.sandbox',
        password='password',
        security_token='token',
        domain='test')

Simply leave off the final domain if you do not wish to use a sandbox.

Also exposed is the ``SFType`` class, which is used internally by the ``__getattr__()`` method in the ``Salesforce()`` class and represents a specific SObject type. ``SFType`` requires ``object_name`` (i.e. ``Contact``), ``session_id`` (an authentication ID), ``sf_instance`` (hostname of your Salesforce instance), and an optional ``sf_version``

To add a Contact using the default version of the API you'd use:

.. code-block:: python

    from simple_salesforce import SFType
    contact = SFType('Contact','sesssionid','na1.salesforce.com')
    contact.create({'LastName':'Smith','Email':'example@example.com'})

To use a proxy server between your client and the SalesForce endpoint, use the proxies argument when creating SalesForce object.
The proxy argument is the same as what requests uses, a map of scheme to proxy URL:

.. code-block:: python

    proxies = {
      "http": "http://10.10.1.10:3128",
      "https": "http://10.10.1.10:1080",
    }
    SalesForce(instance='na1.salesforce.com', session_id='', proxies=proxies)

All results are returned as JSON converted OrderedDict to preserve order of keys from REST responses.

Authors & License
-----------------

This package is released under an open source Apache 2.0 license. Simple-Salesforce was originally written by `Nick Catalano`_ but most newer features and bugfixes come from `community contributors`_. Pull requests submitted to the `GitHub Repo`_ are highly encouraged!

Authentication mechanisms were adapted from Dave Wingate's `RestForce`_ and licensed under a MIT license

The latest build status can be found at `Travis CI`_

.. _Nick Catalano: https://github.com/nickcatal
.. _community contributors: https://github.com/simple-salesforce/simple-salesforce/graphs/contributors
.. _RestForce: http://pypi.python.org/pypi/RestForce/
.. _GitHub Repo: https://github.com/simple-salesforce/simple-salesforce
.. _Travis CI: https://travis-ci.org/simple-salesforce/simple-salesforce