Introduction

1. boardex_salesforce package connects to salesforce bulk api. Downloads contact and accounts data.
2. Uploads the downloaded data to BoardEx SFTP for concordance.
3. Uploads BoardExID to salesforce from the concordance results.

Requirements

1. BoardEx app on salesforce
2. Python 3

Installation

pip install boardex-salesforce

Overview

boardex_salesforce package has pre-build modules. The two main ones are:

1. run_daily
2. run_monthly

Usage

from boardex_salesforce import config

config.username = 'username@salesforce.com'
config.password='salesforcePassword'
config.security_token='salesforce_security_token'

run_daily

from boardex_salesforce import run_daily

run_daily.run_daily()

This script calls the methods:

1. download_ContactDetails_from_sf
2. download_UserDetails_from_sf

They download all the user relationship and contact details and place them in a download folder.

run_daily

from boardex_salesforce import run_monthly

run_monthly.run_monthly()

Please note if sftp is not being used, a folder must be created with the name 'upload' and place all the output csv files from BoardEx inside the upload folder

This script calls the methods:

1. upload_to_sf
2. download_company_from_sf
3. download_contact_from_sf
4. download_ContactDetails_from_sf
5. download_UserDetails_from_sf

upload_to_sf uploads all the contact and conpany csv OUT file to salesforce

Parameters accessible from config

---

Boardex sftp credentials

The sftp credentials are provided by BoardEx, leave empty if not provided

config.myHostname
config.myPassword
config.myUsername

---

Upload to sftp

1. To upload to sftp server, sftp credentials are required and set upload_to_sftp = True
2. By default the upload_to_sftp is set to false. (The csv files will not be uploaded to the sftp server)

config.upload_to_sftp = False

---

log level

1. Python has 6 log levels: CRITICAL, ERROR, WARNING, INFO, DEBUG and NOTSET
2. The default log level is set to CRITICAL if not selected
3. If log_level is NOTSET, no logs will be provided

config.log_level = 'DEBUG'

---

query_email

query_email is a boolean if set to True downloads email address from salesforce

1. If set to False, Email data will not be retrieved from the contact_query

config.query_email = True 

---

path_local_temp

Specifies where to place the logs, download and upload folder on local machine

config.config.path_local_temp