django-salesforce 0.3

a Salesforce backend for Django's ORM

This library allows you to load and edit the objects in any Salesforce instance using Django models. The integration is fairly complete, and generally seamless for most uses. It works by integrating with the Django ORM, allowing access to the objects in your SFDC instance as if they were “local” databases.

Python 2.6, 2.7, 3.3, 3.4 or pypy; Django 1.4 - 1.7 (but Django 1.4 can’t be combined with Python 3)

Quick Start

1. Install django-salesforce: pip install django-salesforce

2. Add the salesforce app to your INSTALLED_APPS setting:

   INSTALLED_APPS = {
       "django.contrib.auth",
       "django.contrib.contenttypes",
       ...
       ...
       "salesforce"
   }

3. Add a salesforce connection to your DATABASES setting:

   'salesforce': {
       'ENGINE': 'salesforce.backend',
       "CONSUMER_KEY" : '',
       "CONSUMER_SECRET" : '',
       'USER': '',
       'PASSWORD': '',
       'HOST': 'https://test.salesforce.com',
   }

4. (optional) To override the default REST timeout of 3 seconds, define SALESFORCE_QUERY_TIMEOUT in your settings file:

   SALESFORCE_QUERY_TIMEOUT = 3

5. (optional) If you want to use another name for your Salesforce DB connection, define SALESFORCE_DB_ALIAS in your settings file:

   SALESFORCE_DB_ALIAS = 'salesforce'

6. Add salesforce.router.ModelRouter to your DATABASE_ROUTERS setting:

   DATABASE_ROUTERS = [
       "salesforce.router.ModelRouter"
       ]

7. Define a model that extends salesforce.models.SalesforceModel or export the complete SF schema by python manage.py inspectdb --database=salesforce and simplify it to what you need. If an inner Meta class is used, e.g. for a db_table option of custom SF object with a name that ends with __c, then that Meta must be a descendant of SalesforceModel.Meta or must have the attribute managed=False.

8. If you want to use the model in the Django admin interface, use a ModelAdmin that extends salesforce.admin.RoutedModelAdmin

9. You’re all done! Just use your model like a normal Django model.

Foreign Key Support

Foreign key filters are currently possible only for the first level of relationship and only for fields whose name equals the name of object. Foreign keys of an object can be normally accessed by dot notation without any restriction Example:

contacts = Contact.objects.filter(Account__Name=’FOO Company’)

print(contacts[0].Account.Owner.LastName)

But the relationship Owner__Name is not currently possible because the type of Owner is a different name (User).

Along similar lines, it’s not currently possible to filter by ForeignKey relationships based on a custom field. This is because related objects (Lookup field or Master-Detail Relationship) use two different names in SOQL. If the relation is by ID the columns are named FieldName__c, whereas if the relation is stored by object the column is named FieldName__r. More details about this can be found in the discussion about #43.

Generic foreign keys are frequently used in SF for fields that relate to objects of different types, e.g. the Parent of Note or Attachment can be almost any type of ususal SF objects. Filters by Parent.Type and retrieving this type is now supported:

note = Note.objects.filter(parent_type=’Contact’)[0]

parent_model = getattr(example.models, note.parent_type) parent_object = parent_model.objects.get(pk=note.parent_id) assert note.parent_type == ‘Contact’

Example of Note model is in salesforce.testrunner.example.models.Note.

Caveats

This package is in continuous development, and the ultimate goal is to support all reasonable features of the Salesforce platform, but for now here are the potential pitfalls and unimplemented operations:

• Large Objects — Since the entire result set needs to be transferred over HTTP, and since it’s common to have extremely high column counts on full object queries, it’s assumed that users will create models that are specific to their individual applications’ needs. Models that have been included with this library are for example and documentation purposes.

• Custom Object Names — Custom Salesforce tables and columns (and a couple of other SF concepts) are indicated with a double-underscore in the name, and will need to have their Django field name overridden (using ‘db_column’), so as not to interfere with the double-underscore syntax used in Django query filters.

• Inheritence — All models for object types on Salesforce must extend salesforce.models.SalesforceModel. The model router checks for this to determine which models to handle through the Salesforce connection.

• Multiple Salesforce Connections — Creating more than one salesforce connection entry in DATABASES will probably fail in unpredictable ways. ;-)

• Multiple Updates — Multiple update support is not yet implemented.

• Multiple Deletes — Multiple delete support is not yet implemented.

• Database Sync — There is no plan to support DB creation for the forseeable future.