seed-salesforce 0.2.0

Package for connecting SEED data to Salesforce

SEED Salesforce Connection

The SEED Salesforce connection enables data exchange between a SEED instance and a Salesforce instance.

Getting Started

Clone this repository, then install the poetry-based dependencies.

pip install poetry
poetry install

Configuring

The Salesforce configuration file is needed for this library to function correctly.

Salesforce

Copy salesforce-config-example.json to salesforce-config-dev.json and fill in with the correct credentials. The format of the Salesforce should contain the following:

{
    "instance": "https://<url>.lightning.force.com",
    "username": "[e-mail]",
    "password": "secure-password",
    "security_token": "secure-token"
    "domain": ""
}

IMPORTANT: If you are connecting to a sandbox Salesforce environment, make sure to add "domain": "test" to the salesforce-config-dev.json file or authentication will fail.

Running Tests

Make sure to add and configure the Salesforce configuration file. Note that it must be named salesforce-config-dev.json for the tests to run correctly.

Run the tests using:

poetry run pytest

GitHub Actions

The credentials are stored in a GitHub Action Secret. Add the following with correctly filled out information to a secret key named SALESFORCE_CONFIG:

Note that double quotes must be escaped.

{
    \"instance\": \"https://<environment>.lightning.force.com\",
    \"username\": \"[e-mail]\",
    \"password\": \"alongpassword!asdf\",
    \"security_token\": \"access1key2with3numbers\",
    \"domain\": \"test\"
}