salesforce-toolkit 1.0.1

A comprehensive Python toolkit for Salesforce integration

Salesforce Toolkit

A comprehensive, production-ready Python library for Salesforce integration with support for any Salesforce object, flexible data mapping, and powerful ETL pipelines.

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🚀 Features

Core Capabilities

• 🔐 Multiple Authentication Methods

  • JWT Bearer Flow (recommended for production)
  • OAuth 2.0 Password Flow
  • Environment-based configuration

• 📊 Complete CRUD Operations

  • Works with any Salesforce object (standard or custom)
  • Create, Read, Update, Delete, Upsert
  • Bulk operations via Composite API
  • Query with automatic pagination

• 🗺️ Flexible Field Mapping

  • Simple field renaming
  • Value transformations with custom functions
  • Default values
  • Nested field access (dot notation)
  • Conditional mapping

• 🔄 ETL Pipeline Framework

  • Configuration-driven sync pipelines
  • Multiple sync modes (INSERT, UPDATE, UPSERT, DELETE)
  • Batch processing
  • Progress tracking with callbacks
  • Comprehensive error handling

• 📝 Production-Ready Logging

  • File and console output
  • Automatic log rotation
  • Colored console output
  • Contextual logging
  • Configurable log levels

• 🛠️ Command-Line Interface

  • Query, create, update, delete from terminal
  • Run sync pipelines from YAML config
  • Describe Salesforce objects
  • Test authentication

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📦 Installation

From PyPI

pip install salesforce-toolkit

From Source

git clone https://github.com/yourusername/salesforce-toolkit.git
cd salesforce-toolkit
pip install -e .

With Optional Dependencies

# Database support
pip install salesforce-toolkit[database]

# Data manipulation (pandas, numpy)
pip install salesforce-toolkit[data]

# Development tools
pip install salesforce-toolkit[dev]

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🎯 Quick Start

1. Setup Environment Variables

Create a .env file in your project root:

# JWT Authentication (Recommended)
SF_CLIENT_ID=3MVG9...
SF_USERNAME=[e-mail]
SF_PRIVATE_KEY_PATH=/path/to/server.key
SF_LOGIN_URL=https://test.salesforce.com

# Logging
LOG_DIR=./logs
LOG_LEVEL=INFO

2. Basic Usage

from salesforce_toolkit import JWTAuthenticator, SalesforceClient

# Authenticate
auth = JWTAuthenticator.from_env()
session = auth.authenticate()

# Create client
client = SalesforceClient(session)

# Create a record
account_id = client.create("Account", {
    "Name": "ACME Corporation",
    "Industry": "Technology"
})

# Query records
accounts = client.query("SELECT Id, Name FROM Account LIMIT 10")

# Update a record
client.update("Account", account_id, {"Phone": "555-1234"})

# Delete a record
client.delete("Account", account_id)

3. Data Sync Pipeline

from salesforce_toolkit import (
    JWTAuthenticator,
    SalesforceClient,
    FieldMapper,
    SyncPipeline,
    SyncMode
)

# Authenticate
auth = JWTAuthenticator.from_env()
session = auth.authenticate()
client = SalesforceClient(session)

# Define field mapping
mapper = FieldMapper({
    "customer_name": "Name",
    "customer_email": "Email",
    "industry_code": ("Industry", lambda x: x.title())  # Transform
})

# Create pipeline
pipeline = SyncPipeline(
    client=client,
    sobject="Account",
    mapper=mapper,
    mode=SyncMode.INSERT,
    batch_size=200
)

# Sync data
source_data = [
    {"customer_name": "ACME", "customer_email": "[e-mail]"},
    {"customer_name": "Globex", "customer_email": "[e-mail]"}
]

result = pipeline.sync(source_data)
print(f"Synced {result.success_count}/{result.total_records} records")

4. Command-Line Interface

# Test authentication
sf-toolkit auth --method jwt

# Query Salesforce
sf-toolkit query "SELECT Id, Name FROM Account LIMIT 10"

# Create a record
sf-toolkit create Account --data '{"Name": "ACME Corp"}'

# Run a sync pipeline
sf-toolkit sync --config sync_config.yaml

# Describe an object
sf-toolkit describe Account --fields

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📚 Documentation

Authentication

JWT Bearer Flow (Recommended)

from salesforce_toolkit import JWTAuthenticator

# From environment variables
auth = JWTAuthenticator.from_env()

# Or manual configuration
auth = JWTAuthenticator(
    client_id="3MVG9...",
    username="[e-mail]",
    private_key_path="/path/to/server.key",
    login_url="https://test.salesforce.com"
)

session = auth.authenticate()

OAuth Password Flow

from salesforce_toolkit import OAuthAuthenticator

# From environment variables
auth = OAuthAuthenticator.from_env()

# Or manual configuration
auth = OAuthAuthenticator(
    client_id="3MVG9...",
    client_secret="1234567890ABCDEF",
    username="[e-mail]",
    password="your_password",
    security_token="ABC123",
    login_url="https://login.salesforce.com"
)

session = auth.authenticate()

CRUD Operations

Create Records

# Single record
account_id = client.create("Account", {
    "Name": "ACME Corp",
    "Industry": "Technology"
})

# Batch create (up to 200 records)
results = client.create_batch("Contact", [
    {"FirstName": "John", "LastName": "Doe"},
    {"FirstName": "Jane", "LastName": "Smith"}
])

Query Records

# SOQL query with automatic pagination
accounts = client.query(
    "SELECT Id, Name, Industry FROM Account WHERE Industry = 'Technology'"
)

# Query first result
account = client.query_one(
    "SELECT Id, Name FROM Account WHERE Name = 'ACME Corp'"
)

# Get by ID
account = client.get("Account", "001XXXXXXXXXXXX")

# Count records
total = client.count("Account")
tech_count = client.count("Account", "Industry = 'Technology'")

Update Records

# Update by ID
client.update("Account", "001XXXXXXXXXXXX", {
    "Phone": "555-9999",
    "Industry": "Manufacturing"
})

# Upsert (requires External ID field)
account_id = client.upsert(
    "Account",
    "External_Key__c",
    "EXT-12345",
    {"Name": "ACME Corp", "Industry": "Tech"}
)

Delete Records

client.delete("Account", "001XXXXXXXXXXXX")

Field Mapping

Basic Mapping

from salesforce_toolkit import FieldMapper

mapper = FieldMapper({
    "first_name": "FirstName",
    "last_name": "LastName",
    "email": "Email"
})

source = {"first_name": "John", "last_name": "Doe", "email": "[e-mail]"}
target = mapper.transform(source)
# Result: {"FirstName": "John", "LastName": "Doe", "Email": "[e-mail]"}

Advanced Mapping with Transformations

mapper = FieldMapper({
    # Simple rename
    "customer_name": "Name",

    # With transformation
    "email": ("Email", lambda x: x.lower()),

    # With default value
    "status": ("Status__c", None, "Active"),

    # With both transformation and default
    "created_at": (
        "CreatedDate",
        lambda x: x.strftime("%Y-%m-%d") if x else None,
        datetime.now().strftime("%Y-%m-%d")
    ),

    # Nested field access
    "address.city": "BillingCity",
    "address.state": "BillingState"
})

Built-in Transformations

# Available via YAML configuration
transforms = [
    "lowercase",    # Convert to lowercase
    "uppercase",    # Convert to uppercase
    "strip",        # Strip whitespace
    "int",          # Convert to integer
    "float",        # Convert to float
    "bool",         # Convert to boolean
    "date_iso",     # Format date as YYYY-MM-DD
    "datetime_iso"  # Format datetime as ISO 8601
]

Sync Pipeline

Basic Pipeline

from salesforce_toolkit import SyncPipeline, SyncMode

pipeline = SyncPipeline(
    client=client,
    sobject="Account",
    mapper=mapper,
    mode=SyncMode.INSERT,
    batch_size=200,
    stop_on_error=False
)

result = pipeline.sync(source_data)

Pipeline with Callbacks

def on_record_success(record, salesforce_id):
    print(f"✓ Synced: {record['name']} -> {salesforce_id}")

def on_record_error(record, error):
    print(f"✗ Failed: {record['name']} - {error}")

def on_batch_complete(batch_num, total_batches, result):
    print(f"Batch {batch_num}/{total_batches} done")

pipeline = SyncPipeline(
    client=client,
    sobject="Account",
    mapper=mapper,
    mode=SyncMode.INSERT,
    callbacks={
        "on_record_success": on_record_success,
        "on_record_error": on_record_error,
        "on_batch_complete": on_batch_complete
    }
)

Pipeline from YAML Configuration

# sync_config.yaml
source:
  type: json
  path: data/accounts.json

pipeline:
  sobject: Account
  mode: upsert
  external_id_field: External_Key__c
  batch_size: 200
  mapping:
    customer_name: Name
    customer_email: Email
    industry_code:
      target: Industry
      transform: uppercase

import yaml
from salesforce_toolkit import SyncPipeline

with open("sync_config.yaml") as f:
    config = yaml.safe_load(f)

pipeline = SyncPipeline.from_config(config["pipeline"], client)
result = pipeline.sync(source_data)

Logging

Basic Logger Setup

from salesforce_toolkit.logging import setup_logger
import logging

logger = setup_logger(
    name="my_app",
    log_dir="./logs",
    log_level=logging.INFO,
    console_colors=True
)

logger.info("Application started")
logger.error("An error occurred", exc_info=True)

Contextual Logging

from salesforce_toolkit.logging import ContextLogger, setup_logger

base_logger = setup_logger("my_app")
context_logger = ContextLogger(base_logger, context={
    "transaction_id": "TX-12345",
    "user_id": "[e-mail]"
})

context_logger.info("Processing record")
# Logs: "Processing record [transaction_id=TX-12345, user_id=[e-mail]]"

Utilities

from salesforce_toolkit.utils import (
    sanitize_soql,
    build_soql_query,
    validate_salesforce_id,
    format_datetime_for_sf,
    generate_external_id,
    batch_records
)

# Sanitize SOQL
safe_name = sanitize_soql("O'Brien & Associates")

# Build SOQL query
query = build_soql_query(
    sobject="Account",
    fields=["Id", "Name", "Industry"],
    where="Industry = 'Technology'",
    limit=100
)

# Validate Salesforce ID
if validate_salesforce_id("001XXXXXXXXXXXXXXX"):
    print("Valid ID")

# Format datetime
sf_datetime = format_datetime_for_sf(datetime.now())

# Generate external ID
ext_id = generate_external_id("CUST", timestamp=True)
# Returns: "CUST-20251205-103000-abc123"

# Batch records
batches = batch_records(records, batch_size=200)

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🎨 Examples

The examples/ directory contains comprehensive examples:

1. 01_basic_authentication.py - Authentication methods
2. 02_crud_operations.py - CRUD operations
3. 03_data_sync_pipeline.py - Data synchronization

Run an example:

cd examples
python 01_basic_authentication.py

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⚙️ Configuration

Environment Variables

Copy config/.env.example to .env and configure:

# Salesforce
SF_CLIENT_ID=your_consumer_key
SF_USERNAME=[e-mail]
SF_PRIVATE_KEY_PATH=/path/to/server.key
SF_LOGIN_URL=https://test.salesforce.com

# Logging
LOG_DIR=./logs
LOG_LEVEL=INFO

YAML Configuration

See config/sync_config_example.yaml for pipeline configuration.

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🧪 Testing

# Install dev dependencies
pip install -e ".[dev]"

# Run tests
pytest

# Run tests with coverage
pytest --cov=salesforce_toolkit --cov-report=html

# Run linter
flake8 salesforce_toolkit/

# Run type checker
mypy salesforce_toolkit/

# Format code
black salesforce_toolkit/

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📖 API Reference

Core Classes

• SalesforceSession - Authenticated session object
• SalesforceClient - Main API client for CRUD operations
• JWTAuthenticator - JWT Bearer Flow authentication
• OAuthAuthenticator - OAuth Password Flow authentication
• FieldMapper - Field mapping and transformation engine
• SyncPipeline - ETL pipeline for data synchronization

Modules

• salesforce_toolkit.auth - Authentication providers
• salesforce_toolkit.core - Core client and session management
• salesforce_toolkit.mapping - Field mapping engine
• salesforce_toolkit.pipeline - Sync pipeline framework
• salesforce_toolkit.logging - Logging system
• salesforce_toolkit.utils - Utility functions

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🛣️ Roadmap

• Support for Bulk API 2.0 (async bulk operations)
• Metadata API support (deploy/retrieve)
• Streaming API (PushTopic, Generic Streaming)
• Built-in retry mechanism with exponential backoff
• Dry-run mode for pipelines
• Performance monitoring and metrics
• Integration with popular ORMs (SQLAlchemy, Django)

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🤝 Contributing

Contributions are welcome! Please follow these steps:

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

Development Setup

git clone https://github.com/yourusername/salesforce-toolkit.git
cd salesforce-toolkit
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
pip install -e ".[dev]"

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📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

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👤 Author

Antonio Trento

• GitHub: @antoniotrento
• LinkedIn: Antonio Trento
• Portfolio: Salesforce Toolkit Case Study

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🙏 Acknowledgments

• Inspired by Simple Salesforce
• Built with Requests
• Powered by PyJWT

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📊 Project Stats

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Made with ❤️ by Antonio Trento