Description

This module contains an extension of simple-salesforce Salesforce class (https://github.com/simple-salesforce/) and utility functions that help you manage files and reports in large scales.

Reference

This module's main data structre is a "list of dict" e.g. "lod": [{'a':1},{'a':2}], which is the accepted format by salesforce.

Installation

pip install maluforce

For edit mode installation, n parent directory:

git clone git@github.com:stone-payments/maluforce
pip3 install -e maluforce

For global installation:

pip3 install git+https://github.com/stone-payments/maluforce.git

For ubuntu:

python3 -m pip install git+ssh://git@github.com/stone-payments/maluforce.git --user

To install it as a package on your project:

clone the git repo
delete .git and .gitgnore files
install with pipenv install -e maluforce

Usage

Authenticate

from maluforce import *
sf = Maluforce(username='', password='', security_token='', sandbox=False)

Query

Query as usual:

lod_users = sf.query_salesforce('User',"select id from user limit 10")

Query for a list of of e-mails using `format`:

l_emails = ['rodrigo@gmail.com','rodrigo2@gmail.com'] 
soql = "select id, email from user where email in ('{}')".format("','".join(l_emails))
lod_users = sf.query_salesforce('User',soql))

Parsing to a dataframe:

import pandas as pd
df_users = pd.DataFrame(lod_users)

DML

insert

don't pass and Id or you will get an error.

lod_users = [{'LastName': 'Poto','Email': 'ctrcctrlv@gmail.com'},{'LastName': 'Poto2','Email': '2ctrcctrlv@gmail.com'}]

lod_resp = sf_live.lod_to_saleforce('user','insert',lod_users)

delete/ update

only required field is the Id

Report Utilities

to_lod

Parses a pandas.DataFrame to a lod. You can specify which columns from the dataframe tou want to mantain, and rename them.

df_permissionset

AssigneeId	AssigneeName	Id	PermissionSetId
00541000004OVfCAAW	Leonardo	0Pa1L000007L0flSAC	0PS410000026AhIGAU
00541000004Om8jAAC	Oliveira	0Pa1L000007L0fmSAC	0PS410000026AhIGAU
005410000035wnXAAQ	Paulo	0Pa1L000007L0fnSAC	0PS410000026AhIGAU
00541000004OvYEAA0	Lucas	0Pa1L000007L0foSAC	0PS410000026AhIGAU
005410000065T1AAAU	Brizolla	0Pa1L000007L0fpSAC	0PS410000026AhIGAU

to_lod(df_permissionset,key_map={"AssigneeId","UserId"},drop=True)

results:

[{'UserId': '00541000004OVfCAAW'},
 {'UserId': '00541000004Om8jAAC'},
 {'UserId': '005410000035wnXAAQ'},
 {'UserId': '00541000004OvYEAA0'},
 {'UserId': '005410000065T1AAAU'},
 {'UserId': '00541000004MpidAAC'}]

Other functions

from maluforce import adjust_report,lod_rename,to_lod

adjust_report

Parses a Salesforce response object into a pandas.DataFrame

lod_rename

Renames a lod

Files Utilities

from maluforce import save_lod_files,read_lod_file,read_lod_files

Used for storing large files into small chunks, so that Salesforce's api character limits are respected.

rmcferrao/maluforce