Introduction
============
This is a distutils-packaged and updated version of the `beatbox module`_
by Simon Fell, which is a Python implementation of a client for the
Salesforce.com Partner Web Services API.
.. _`beatbox module`: http://www.pocketsoap.com/beatbox/
This module contains 2 versions of the Salesforce.com client:
XMLClient
The original beatbox version of the client which returns xmltramp objects.
PythonClient
Marshalls the returned objects into proper Python data types. e.g. integer
fields return integers.
Compatibility
=============
Beatbox supports versions 16.0 through 32.0 of the Salesforce Partner Web
Services API. However, the following API calls have not been implemented at
this time:
* emptyRecycleBin
* executeListView
* invalidateSessions
* logout
* merge
* performQuickActions
* process
* queryAll
* undelete
* describeSObject
* sendEmail
* all describe* calls except describeGlobal, describeSObjects, and describeTabs
Beatbox has been tested with Python 2.7.
Basic Usage Examples
====================
Instantiate a Python Salesforce.com client:
>>> svc = beatbox.PythonClient()
>>> svc.login('username', 'passwordTOKEN')
(Note that interacting with Salesforce.com via the API requires the use of a
'security token' which must be appended to the password.)
Query for contacts with last name 'Doe':
>>> res = svc.query("SELECT Id, FirstName, LastName FROM Contact WHERE LastName='Doe'")
>>> res[0]
{'LastName': 'Doe', 'type': 'Contact', 'Id': '0037000000eRf6vAAC', 'FirstName': 'John'}
>>> res[0].Id
'0037000000eRf6vAAC'
Add a new Lead:
>>> contact = {'type': 'Lead', 'LastName': 'Glick', 'FirstName': 'David', 'Company': 'Individual'}
>>> res = svc.create(contact)
Get the ID of the newly created Lead:
>>> res[0]['id']
'00Q7000000RVyiHEAT'
Convert a Lead:
>>> res = svc.convertLead({
... 'leadId': '00Q7000000RVyiHEAT',
... 'convertedStatus': 'Closed - Converted',
... })
Get the ID of the new Contact:
>>> str(res[0]['contactId'])
'0037000000TEGrsAAH'
More Examples
=============
The examples folder contains the examples for the original beatbox. For
examples on how to use the PythonClient see
src/beatbox/tests/test_pythonClient.py.
Some of these other products that have been built on top of beatbox can also
provide example of use:
* `Salesforce Base Connector`_
* `Salesforce PFG Adapter`_
* `Salesforce Auth Plugin`_
* `RSVP for Salesforce`_
.. _`Salesforce Base Connector`: http://plone.org/products/salesforcebaseconnector
.. _`Salesforce PFG Adapter`: http://plone.org/products/salesforcepfgadapter
.. _`Salesforce Auth Plugin`: http://plone.org/products/salesforceauthplugin
.. _`RSVP for Salesforce`: http://plone.org/products/collective.salesforce.rsvp
Alternatives
============
`simple-salesforce`_ is recommended as a client for the Salesforce.com REST API.
.. _`simple-salesforce`: https://pypi.python.org/pypi/simple-salesforce
David Lanstein has created a `Python Salesforce Toolkit`_ that is based on the
`suds`_ SOAP library. Based on limited tests it appears to be somewhat slower
than beatbox for operations that return a lot of data; however, it may be a
better option if you want to be able to automatically generate a service proxy
for a new WSDL (such as for the Enterprise web services API).
.. _`Python Salesforce Toolkit`: http://code.google.com/p/salesforce-python-toolkit/
.. _`suds`: https://fedorahosted.org/suds/
Ron Hess from Salesforce.com has adapted beatbox for use with Google App
Engine. See http://code.google.com/p/force-app-engine/
Running Tests
=============
First, we need to add some custom fields to the Contacts object in your Salesforce instance:
* Login to your Salesforce.com instance
* Browse to Setup --> Customize --> Contacts --> Fields --> "New" button
* Add a Picklist (multi-select) labeled "Favorite Fruit", then add
* Apple
* Orange
* Pear
* Leave default of 3 lines and field name should default to "Favorite_Fruit"
* Add a Number labeled "Favorite Integer", with 18 places, 0 decimal places
* Add a Number labeled "Favorite Float", with 13 places, 5 decimal places
Create a sfconfig file in your python path with the following format::
USERNAME='your salesforce username'
PASSWORD='your salesforce passwordTOKEN'
where TOKEN is your Salesforce API login token.
Add './src' to your PYTHONPATH
Run the tests::
python src/beatbox/tests/test_beatbox.py
python src/beatbox/tests/test_pythonClient.py
Changelog
=========
32.1 (2014-12-04)
-----------------
* Fix bug in convertLead when passed a single object instead of a list.
[davisagli]
32.0 (2014-12-01)
-----------------
* Add support for the convertLead call.
[davisagli]
* Update to use version 32.0 of the Salesforce.com partner WSDL by default.
[davisagli]
* Don't use _out internal method from XMLGenerator.
[smcmahon]
20.0 (2010-11-30)
-----------------
* Add 'encryptedstring' to the list of types marshalled as strings. Thanks
sobyone.
[davisagli]
* Update to use version 20.0 of the Salesforce.com partner WSDL by default.
[davisagli]
19.0 (2010-08-23)
-----------------
* Update marshalling of describeGlobal and describeSObjects responses to
include new properties now returned by the API. For backwards
compatibility, we set the types property of the describeGlobal response
to a list of the names of all types (which Salesforce now returns in
separate DescribeGlobalSObjectResult objects).
[davisagli]
* Update to use version 19.0 of the Salesforce.com partner WSDL by default.
Also, use the new login.salesforce.com login endpoint by default.
[davisagli]
16.1 (2010-03-11)
-----------------
* Catch and retry on exceptions from the socket library, in addition to ones
from httplib. This fixes a regression introduced in version 16.0.
[davisagli]
16.0 (2009-11-12)
-----------------
* Don't strip newlines when marshalling the values of textarea fields.
[davisagli]
* Make sure to add a field to fieldsToNull if its Python value is None.
[rhettg, davisagli]
* Fix issue where numbers of type long weren't converted to a string.
[spleeman, davisagli]
* Only catch HTTP exceptions when retrying a connection.
[spleeman, davisagli]
16.0b1 (2009-09-08)
-------------------
* Log beatbox calls at the debug level.
[davisagli]
* Fixed a string exception for compatibility with Python 2.6.
[davisagli]
* Added support for SOSL searches via the search method. Thanks to Alex Tokar
of Web Collective.
[davisagli]
* Added an optional cache for the sObject type descriptions needed for
marshalling query results into Python objects. This can avoid an extra
describeSObjects API call for each query, but means that the information
could become stale if the type metadata is modified in Salesforce.com.
The cache is off by default. Turn it on by passing
cacheTypeDescriptions=True when instantiating a Python client. The cache may
be reset by calling the flushTypeDescriptionsCache method of the Python
client.
[davisagli]
* Support a full SOQL statement as a parameter to the query method of the
Python client. The old 3-part method signature (fields, sObjectType,
conditionalExpression) should continue to work.
[davisagli]
* In the Python client, support relationship queries and other queries that may
return multiple types of objects. Object type descriptions (required for
marshalling field values into the correct Python type) are cached for the
duration of the query after the first time they are used. Thanks to
Melnychuk Taras of Quintagroup.
[davisagli]
* In the Python client, queries now return a list-like QueryRecordSet holding
a sequence of dict-like QueryRecord objects, instead of a dict containing a
list of dicts. This allows for more Pythonic access such as results[0].Id
instead of results['results'][0]['Id']. The old syntax should still work.
Thanks to Melnychuk Taras of Quintagroup.
[davisagli]
* Update to use version 16.0 of the Salesforce.com partner WSDL.
[davisagli]
0.12 (2009-05-13)
-----------------
* Use the default serverUrl value if the passed value evaluates to boolean
False.
[davisagli]
0.11 (2009-05-13)
-----------------
* Access 'created' instead of 'isCreated' in the upsert result. This closes
http://code.google.com/p/salesforce-beatbox/issues/detail?id=4
[davisagli]
0.10 (2009-05-06)
-----------------
* Added optional serverUrl parameter when creating a Client.
[davisagli]
pre 0.9.1.1
-----------
* ancient history