Restforce

Restforce is a ruby gem for the Salesforce REST api. It's meant to be a lighter weight alternative to the databasedotcom gem that offers greater flexibility and more advanced functionality.

Features include:

A clean and modular architecture using Faraday middleware and Hashie::Mash'd responses.
Support for interacting with multiple users from different orgs.
Support for parent-to-child relationships.
Support for aggregate queries.
Support for the Streaming API
Support for the GetUpdated API
Support for blob data types.
Support for GZIP compression.
Support for custom Apex REST endpoints.
Support for dependent picklists.
Support for decoding Force.com Canvas signed requests. (NEW!)

Documentation | Changelog

Installation

Add this line to your application's Gemfile:

gem 'restforce'

And then execute:

$ bundle

Or install it yourself as:

$ gem install restforce

As of version 2.0.0, this gem is only compatible with Ruby 1.9.3 and later. To use Ruby 1.9.2 and below, you'll need to manually specify that you wish to use version 1.5.3.

Usage

Restforce is designed with flexibility and ease of use in mind. By default, all API calls will return Hashie::Mash objects, so you can do things like client.query('select Id, (select Name from Children__r) from Account').Children__r.first.Name.

Initialization

Which authentication method you use really depends on your use case. If you're building an application where many users from different orgs are authenticated through oauth and you need to interact with data in their org on their behalf, you should use the OAuth token authentication method.

If you're using the gem to interact with a single org (maybe you're building some salesforce integration internally?) then you should use the username/password authentication method.

It is also important to note that the client object should not be reused across different threads, otherwise you may encounter thread-safety issues.

OAuth token authentication

client = Restforce.new :oauth_token => 'access_token',
  :instance_url  => 'instance url'

Although the above will work, you'll probably want to take advantage of the (re)authentication middleware by specifying refresh_token, client_id, client_secret, and authentication_callback:

client = Restforce.new :oauth_token => 'access_token',
  :refresh_token           => 'refresh token',
  :instance_url            => 'instance url',
  :client_id               => 'client_id',
  :client_secret           => 'client_secret',
  :authentication_callback => Proc.new {|x| Rails.logger.debug x.to_s}

The middleware will use the refresh_token automatically to acquire a new access_token if the existing access_token is invalid.

authentication_callback is a proc that handles the response from Salesforce when the refresh_token is used to obtain a new access_token. This allows the access_token to be saved for re-use later, otherwise subsequent API calls will continue the cycle of "auth failure/issue new access_token/auth success".

The proc is passed one argument, a Hashie::Mash of the response from the Salesforce API:

{
    "access_token" => "00Dx0000000BV7z!AR8AQP0jITN80ESEsj5EbaZTFG0RNBaT1cyWk7T5rqoDjoNIWQ2ME_sTZzBjfmOE6zMHq6y8PIW4eWze9JksNEkWUl.Cju7m4",
       "signature" => "SSSbLO/gBhmmyNUvN18ODBDFYHzakxOMgqYtu+hDPsc=",
           "scope" => "refresh_token full",
    "instance_url" => "https://na1.salesforce.com",
              "id" => "https://login.salesforce.com/id/00Dx0000000BV7z/005x00000012Q9P",
      "token_type" => "Bearer",
       "issued_at" => "1278448384422"
}

The id field can be used to uniquely identify the user that the access_token and refresh_token belong to.

Username/Password authentication

If you prefer to use a username and password to authenticate:

client = Restforce.new :username => 'foo',
  :password       => 'bar',
  :security_token => 'security token',
  :client_id      => 'client_id',
  :client_secret  => 'client_secret'

You can also set the username, password, security token, client ID and client secret in environment variables:

export SALESFORCE_USERNAME="username"
export SALESFORCE_PASSWORD="password"
export SALESFORCE_SECURITY_TOKEN="security token"
export SALESFORCE_CLIENT_ID="client id"
export SALESFORCE_CLIENT_SECRET="client secret"

client = Restforce.new

Proxy Support

You can specify a HTTP proxy using the proxy_uri option, as follows, or by setting the SALESFORCE_PROXY_URI environment variable:

client = Restforce.new :username => 'foo',
  :password       => 'bar',
  :security_token => 'security token',
  :client_id      => 'client_id',
  :client_secret  => 'client_secret',
  :proxy_uri      => 'http://proxy.example.com:123'

You may specify a username and password for the proxy with a URL along the lines of 'http://user:password@proxy.example.com:123'.

Sandbox Orgs

You can connect to sandbox orgs by specifying a host. The default host is 'login.salesforce.com':

client = Restforce.new :host => 'test.salesforce.com'

The host can also be set with the environment variable SALESFORCE_HOST.

Global configuration

You can set any of the options passed into Restforce.new globally:

Restforce.configure do |config|
  config.client_id     = 'foo'
  config.client_secret = 'bar'
end

API versions

By default, the gem defaults to using version 26.0 (Winter '13) of the Salesforce API. Some more recent API endpoints will not be available without moving to a more recent version - if you're trying to use a method that is unavailable with your API version, Restforce will raise an APIVersionError.

You can change the api_version setting from the default either on a per-client basis:

client = Restforce.new api_version: "32.0" # ...

or, you may set it globally for Restofrce as a whole:

Restforce.configure do |config|
  config.api_version = "32.0"
  # ...
end

Bang! methods

All the CRUD methods (create, update, upsert, destroy) have equivalent methods with a ! at the end (create!, update!, upsert!, destroy!), which can be used if you need to do some custom error handling. The bang methods will raise exceptions, while the non-bang methods will return false in the event that an exception is raised. This works similarly to ActiveRecord.

query

accounts = client.query("select Id, Something__c from Account where Id = 'someid'")
# => #<Restforce::Collection >

account = accounts.first
# => #<Restforce::SObject >

account.sobject_type
# => 'Account'

account.Id
# => "someid"

account.Name = 'Foobar'
account.save
# => true

account.destroy
# => true

query_all

accounts = client.query_all("select Id, Something__c from Account where isDeleted = true")
# => #<Restforce::Collection >

query_all allows you to include results from your query that Salesforce hides in the default "query" method. These include soft-deleted records and archived records (e.g. Task and Event records which are usually archived automatically after they are a year old).

Only available in version 29.0 and later of the Salesforce API.

explain

explain takes the same parameters as query and returns a query plan in JSON format. For the nitty-gritty details on the response meanings visit the Salesforce Query Explain page.

accounts = client.explain("select Id, Something__c from Account where Id = 'someid'")
# => #<Restforce::Mash >

Only available in version 30.0 and later of the Salesforce API.

find

client.find('Account', '001D000000INjVe')
# => #<Restforce::SObject Id="001D000000INjVe" Name="Test" LastModifiedBy="005G0000002f8FHIAY" ... >

client.find('Account', '1234', 'Some_External_Id_Field__c')
# => #<Restforce::SObject Id="001D000000INjVe" Name="Test" LastModifiedBy="005G0000002f8FHIAY" ... >

select

select allows the fetching of a specific list of fields from a single object. It requires an external_id lookup, but is often much faster than an arbitrary query.

# Select the `Id` column from a record with `Some_External_Id_Field__c` set to '001D000000INjVe'
client.select('Account', '001D000000INjVe', ["Id"], 'Some_External_Id_Field__c')
# => {"attributes" : {"type" : "Account","url" : "/services/data/v20.0/sobjects/Account/Some_External_Id_Field__c/001D000000INjVe"}, "Id" : "003F000000BGIn3"}

search

# Find all occurrences of 'bar'
client.search('FIND {bar}')
# => #<Restforce::Collection >

# Find accounts matching the term 'genepoint' and return the `Name` field
client.search('FIND {genepoint} RETURNING Account (Name)').map(&:Name)
# => ['GenePoint']

create

# Add a new account
client.create('Account', Name: 'Foobar Inc.')
# => '0016000000MRatd'

update

# Update the Account with `Id` '0016000000MRatd'
client.update('Account', Id: '0016000000MRatd', Name: 'Whizbang Corp')
# => true

upsert

# Update the record with external `External__c` external ID set to '12'
client.upsert('Account', 'External__c', External__c: 12, Name: 'Foobar')

destroy

# Delete the Account with `Id` '0016000000MRatd'
client.destroy('Account', '0016000000MRatd')
# => true

describe

# Get the global describe for all sobjects
client.describe
# => { ... }

# Get the describe for the Account object
client.describe('Account')
# => { ... }

describe_layouts

# Get layouts for an sobject type
client.describe_layouts('Account')
# => { ... }

# Get the details for a specific layout by its ID
client.describe_layouts('Account', '012E0000000RHEp')
# => { ... }

Only available in version 28.0 and later of the Salesforce API.

picklist_values

# Fetch picklist value for Account's `Type` field
client.picklist_values('Account', 'Type')
# => [#<Restforce::Mash label="Prospect" value="Prospect">]

# Given a custom object named Automobile__c with picklist fields
# `Model__c` and `Make__c`, where options for `Model__c` depends on the value of
# `Make__c`.
client.picklist_values('Automobile__c', 'Model__c', :valid_for => 'Honda')
# => [#<Restforce::Mash label="Civic" value="Civic">, ... ]

user_info

# Get info about the logged-in user
client.user_info
# => #<Restforce::Mash active=true display_name="Chatty Sassy" email="user@example.com" ... >

limits

limits returns the API limits for the currently connected organization. This includes information such as Daily API calls and Daily Bulk API calls. More information can be found on the Salesforce Limits page.

# Get the current limit info
limits = client.limits
# => #<Restforce::Mash >

limits["DailyApiRequests"]
# => {"Max"=>15000, "Remaining"=>14746}

Only available in version 29.0 and later of the Salesforce API.

get_updated

Retrieves the list of individual record IDs that have been updated (added or changed) within the given timespan for the specified object

# Get the ids of all accounts which have been updated in the last day
client.get_updated('Account', Time.local(2015,8,18) Time.local(2015,8,19))
# => { ... }

authenticate!

Performs an authentication and returns the response. In general, calling this directly shouldn't be required, since the client will handle authentication for you automatically. This should only be used if you want to force an authentication before using the streaming api, or you want to get some information about the user.

response = client.authenticate!
# => #<Restforce::Mash access_token="..." id="https://login.salesforce.com/id/00DE0000000cOGcMAM/005E0000001eM4LIAU" instance_url="https://na9.salesforce.com" issued_at="1348465359751" scope="api refresh_token" signature="3fW0pC/TEY2cjK5FCBFOZdjRtCfAuEbK1U74H/eF+Ho=">

# Get the user information
info = client.get(response.id).body
info.user_id
# => '005E0000001eM4LIAU'

File Uploads

Using the new Blob Data api feature (500mb limit):

client.create 'Document', FolderId: '00lE0000000FJ6H',
  Description: 'Document test',
  Name: 'My image',
  Body: Restforce::UploadIO.new(File.expand_path('image.jpg', __FILE__), 'image/jpeg'))

Using base64 encoded data (37.5mb limit):

client.create 'Document', FolderId: '00lE0000000FJ6H',
  Description: 'Document test',
  Name: 'My image',
  Body: Base64::encode64(File.read('image.jpg'))

Downloading Attachments

Restforce also makes it incredibly easy to download Attachments:

attachment = client.query('select Id, Name, Body from Attachment').first
File.open(attachment.Name, 'wb') { |f| f.write(attachment.Body) }

Custom Apex REST endpoints

You can use Restforce to interact with your custom REST endpoints, by using .get, .put, .patch, .post, and .delete.

For example, if you had the following Apex REST endpoint on Salesforce:

@RestResource(urlMapping='/FieldCase/*')
global class RESTCaseController {
  @HttpGet
  global static List<Case> getOpenCases() {
    String companyName = RestContext.request.params.get('company');
    Account company = [ Select ID, Name, Email__c, BillingState from Account where Name = :companyName];

    List<Case> cases = [SELECT Id, Subject, Status, OwnerId, Owner.Name from Case WHERE AccountId = :company.Id];
    return cases;
  }
}

Then you could query the cases using Restforce:

client.get '/services/apexrest/FieldCase', :company => 'GenePoint'
# => #<Restforce::Collection ...>

Streaming

Restforce supports the Streaming API, and makes implementing pub/sub with Salesforce a trivial task:

# Restforce uses faye as the underlying implementation for CometD.
require 'faye'

# Initialize a client with your username/password/oauth token/etc.
client = Restforce.new :username => 'foo',
  :password       => 'bar',
  :security_token => 'security token'
  :client_id      => 'client_id',
  :client_secret  => 'client_secret'

# Create a PushTopic for subscribing to Account changes.
client.create! 'PushTopic', {
  ApiVersion: '23.0',
  Name: 'AllAccounts',
  Description: 'All account records',
  NotifyForOperations: 'All',
  NotifyForFields: 'All',
  Query: "select Id from Account"
}

EM.run {
  # Subscribe to the PushTopic.
  client.subscribe 'AllAccounts' do |message|
    puts message.inspect
  end
}

Boom, you're now receiving push notifications when Accounts are created/updated.

Note: Restforce's streaming implementation is known to be compatible with version 0.8.9 of the faye gem.

Caching

The gem supports easy caching of GET requests (e.g. queries):

# rails example:
client = Restforce.new cache: Rails.cache

# or
Restforce.configure do |config|
  config.cache = Rails.cache
end

If you enable caching, you can disable caching on a per-request basis by using .without_caching:

client.without_caching do
  client.query('select Id from Account')
end

Logging/Debugging/Instrumenting

You can easily inspect what Restforce is sending/receiving by enabling logging, either globally (as below) or on a per-client basis.

Restforce.log = true

# Restforce will log to STDOUT with the `:debug` log level by default, or you can
# optionally set your own logger and log level
Restforce.configure do |config|
  config.logger = Logger.new("/tmp/log/restforce.log")
  config.log_level = :info
end

client = Restforce.new.query('select Id, Name from Account')

Another awesome feature about restforce is that, because it is based on Faraday, you can insert your own middleware. For example, if you were using Restforce in a rails app, you can setup custom reporting to Librato using ActiveSupport::Notifications:

client = Restforce.new do |builder|
  builder.insert_after Restforce::Middleware::InstanceURL,
    FaradayMiddleware::Instrumentation, name: 'request.salesforce'
end

# config/initializers/notifications.rb
ActiveSupport::Notifications.subscribe('request.salesforce') do |*args|
  event = ActiveSupport::Notifications::Event.new(*args)
  Librato.increment 'api.salesforce.request.total'
  Librato.timing 'api.salesforce.request.time', event.duration
end

Force.com Canvas

You can use Restforce to decode signed requests from Salesforce. See the example app.

Tooling API

To use the Tooling API, call Restforce.tooling instead of Restforce.new:

client = Restforce.tooling(...)

Links

If you need a full Active Record experience, may be you can use ActiveForce that wraps Restforce and adds Associations, Query Building (like AREL), Validations and Callbacks.

Development

If you want to hack on Restforce locally, we try to make bootstrapping the project as painless as possible. Just clone and run:

$ script/bootstrap

This will install project dependencies and get you up and running. If you want to run a Ruby console to poke on Restforce, you can crank one up with:

$ script/console

In order to run the specs, use:

$ script/test

Alternatively, use Guard which will run the specs on file changes:

$ script/guard

Using the scripts in ./script instead of bundle exec rspec, bundle console, etc. ensures your dependencies are up-to-date.

Contributing

Fork it
Create your feature branch (git checkout -b my-new-feature)
Commit your changes (git commit -am 'Added some feature')
Push to the branch (git push origin my-new-feature)
Create new Pull Request

execonline-inc/restforce