salesforce-bulk-yplan 1.2.1

Installation

pip install salesforce-bulk-yplan

Authentication

To access the Bulk API you need to authenticate a user into Salesforce. The easiest way to do this is just to supply username and password. This library will use the salesforce-oauth-request package (which you must install) to run the Salesforce OAUTH2 Web flow and return an access token.

from salesforce_bulk import SalesforceBulk
bulk = SalesforceBulk(username=username,password=password)

Alternatively if you run have access to a session ID and instance_url you can use those directly:

from urlparse import urlparse
from salesforce_bulk import SalesforceBulk
bulk = SalesforceBulk(sessionId=sessionId, host=urlparse(instance_url).hostname)

Operations

The basic sequence for driving the Bulk API is:

1. Create a new job

2. Add one or more batches to the job

3. Wait for each batch to finish

4. Close the job

Bulk Query

SalesforceBulk.create_query_job(object_name, contentType='CSV', concurrency=None)

Example

job = bulk.create_query_job("Contact", contentType='CSV')
batch = bulk.query(job, "select Id,LastName from Contact")
while not bulk.is_batch_done(job, batch):
    sleep(10)
bulk.close_job(job)
>>>
for row in bulk.get_batch_result_iter(job, batch, parse_csv=True):
...    print row   #row is a dict

Bulk Insert, Update, Delete

All Bulk upload operations work the same. You set the operation when you create the job. Then you submit one or more documents that specify records with columns to insert/update/delete. When deleting you should only submit the Id for each record.

For efficiency you should use the post_bulk_batch method to post each batch of data. (Note that a batch can have a maximum 10,000 records and be 1GB in size.) You pass a generator or iterator into this function and it will stream data via POST to Salesforce. For help sending CSV formatted data you can use the salesforce_bulk.CsvDictsAdapter class. It takes an iterator returning dictionaries and returns an iterator which produces CSV data.

Full example:

from salesforce_bulk import CsvDictsAdapter
job = bulk.create_insert_job("Account", contentType='CSV')
accounts = [dict(Name="Account%d" % idx) for idx in xrange(5)]
csv_iter = CsvDictsAdapter(iter(accounts))
batch = bulk.post_bulk_batch(job, csv_iter)
bulk.wait_for_batch(job, batch)
bulk.close_job(job)
print "Done. Accounts uploaded."

History

1.2.1 (2016-07-15)

• Remove salesforce-oauth-request-yplan as a hard requirement in setup.py (to closer match the original).

1.2.0 (2016-07-14)

• Brought back HISTORY.rst.

• Python2 and Python3 compatibility.

• Forked salesforce-bulk-yplan package.

• Depends on salesforce-oauth-request-yplan from now on.