/salesforce_bulk_api

A ruby gem for bulk api for Salesforce CRM

Primary LanguageRuby

Salesforce-Bulk-Api

Overview

Salesforce bulk Api is a simple ruby gem for connecting to and using the Salesforce Bulk API. It is actually a re-written code from salesforce_bulk[https://github.com/jorgevaldivia/salesforce_bulk].Written to suit many more other features as well.

How to use

Using this gem is simple and straight forward.

To initialize:

sudo gem install salesforce_bulk_api

or add

gem salesforce_bulk_api

in your Gemfile

Please do check the entire documentation of the databasedotcom gem and it various ways of authentication Databasedotcom

You can use username password combo, OmniAuth, Oauth2 You can as many records possible in the Array. Governor limits are taken care of inside the gem.

require 'salesforce_bulk_api'
client = Databasedotcom::Client.new :client_id =>  $SFDC_APP_CONFIG["client_id"], :client_secret => $SFDC_APP_CONFIG["client_secret"] #client_id and client_secret respectively
client.authenticate :token => "my-oauth-token", :instance_url => "http://na1.salesforce.com"  #=> "my-oauth-token"
salesforce = SalesforceBulkApi::Api.new(client)

Sample operations:

# Insert/Create
new_account = Hash["name" => "Test Account", "type" => "Other"] # Add as many fields per record as needed.
records_to_insert = Array.new
records_to_insert.push(new_account) # You can add as many records as you want here, just keep in mind that Salesforce has governor limits.
result = salesforce.create("Account", records_to_insert)
puts "result is: #{result.inspect}"

# Update
updated_account = Hash["name" => "Test Account -- Updated", id => "a00A0001009zA2m"] # Nearly identical to an insert, but we need to pass the salesforce id.
records_to_update = Array.new
records_to_update.push(updated_account)
salesforce.update("Account", records_to_update)

# Upsert
upserted_account = Hash["name" => "Test Account -- Upserted", "External_Field_Name" => "123456"] # Fields to be updated. External field must be included
records_to_upsert = Array.new
records_to_upsert.push(upserted_account)
salesforce.upsert("Account", records_to_upsert, "External_Field_Name") # Note that upsert accepts an extra parameter for the external field name

# Delete
deleted_account = Hash["id" => "a00A0001009zA2m"] # We only specify the id of the records to delete
records_to_delete = Array.new
records_to_delete.push(deleted_account)
salesforce.delete("Account", records_to_delete)

# Query
res = salesforce.query("Account", "select id, name, createddate from Account limit 3") # We just need to pass the sobject name and the query string

Installation

sudo gem install salesforce_bulk_api

Copyright © 2012 Yatish Mehta