simple-salesforce 0.4

Simple Salesforce is a basic Salesforce.com REST API client. The goal is to provide a very low-level interface to the API, returning a dictionary of the API JSON response.

Simple Salesforce is a basic Salesforce.com REST API client. The goal is to provide a very low-level interface to the 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

Example

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

from simple_salesforce import SalesforceAPI
sf = SalesforceAPI('[e-mail]', 'password', 'token')

If you’d like to enter a sandbox, simply append True to your SalesforceAPI() call.

For example:

from simple_salesforce import SalesforceAPI
sf = SalesforceAPI('[e-mail]', 'password', 'token', True)

Record Management

To create a new ‘Contact’ in Salesforce:

sf.Contact.create({'LastName':'Smith','Email':'[e-mail]'})

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:

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

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

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

To delete the contact:

sf.Contact.delete('003e0000003GuNXAA0')

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

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

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)

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

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

SOSL queries are done via:

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!

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

Other Options

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

sf.Contact.upsert('customExtIdField__c/11999',{'LastName': 'Smith','Email': '[e-mail]'})

To retrieve basic metadata use:

sf.Contact.metadata()

To retrieve a description of the object, use:

sf.Contact.describe()

Authors & License

This plugin was built in-house by the team at New Organizing Institute led by Nick Catalano and is released under an open source Apache 2.0 license. The team at Cedexis has contributed to the project as well.

Authentication mechanisms were adapted from Dave Wingate’s RestForce and licensed under a MIT license