[SalesForce] Using simple-salesforce with oAuth

I have a need to query salesforce data through a django app. I am currently using simple-salesforce to do this on our QA salesforce using a username, password and a security token. Now that I am moving on to the production environment, I need to use oAuth. I have a Client ID and a Client Secret from the connected app.

I have tried these variations with failed authentication results:

session_id, instance = SalesforceLogin(username=username, 
password=password, security_token=token, organizationId=org_id)

sf = Salesforce(instance=instance, session_id=session_id)

and

sf = Salesforce(instance_url=instance_url, username=username, password=password, security_token=token)

I do see that simple-salesforce supports JWT Bearer flow but I do not have a private key.

Best Answer

Instead of going for Simple_Salesforce package try doing it through Request package.Here is piece of code i did in my project.

I am using a config.ini files PARAMS values.

        [access]
        l_grant_type = password            
        l_client_id = provide your cliend-Id
        l_client_secret = Provide your Client Secret
        l_username = Provide UserName
        l_password = provide Password alongwith security token
        [oauth]
        #this is for sandbox Org
        url = https://test.salesforce.com/services/oauth2/token
        #This is for Production Org
        url = https://login.salesforce.com/services/oauth2/token

Code to get the access token:

        import requests

        # defining a params dict for the parameters to be sent to the API
        PARAMS = {'grant_type': self.config['access']['l_grant_type'],
                  'client_id': self.config['access']['l_client_id'],
                  'client_secret': self.config['access']['l_client_secret'],
                  'username': self.config['access']['l_username'],
                  'password': self.config['access']['l_password']}

        # sending get request and saving the response as response object
        authorization_response = requests.post(url=self.config['oauth']['url'], data=PARAMS)
        print('authorization response: {}'.format(authorization_response))

authorization_response.json() will contain the access token, which can be utilise throughout the session as OAuth token for communicating with salesforce.

Related Solutions

With simple-salesforce how can i trigger case ownership email

I actually found a solution that works.

The solution was emailSimple invoke option from here: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_standard.htm

For the issues on the simple salesforce github page, there was solution at the i used to customize the API to make it easy.

Just add the following method to the simple salesforce api.py file:

def invoke_action(self, action, data, method='POST', **kwargs):
    """Makes an HTTP request to an action endpoint."""
    url = "{b}actions/standard/{a}".format(
        b=self.base_url,
        a=action,
    )
    result = self._call_salesforce(
        method,
        url,
        data=json.dumps(data),
        **kwargs
    )

    try:
        response_content = result.json()
    # pylint: disable=broad-except
    except Exception:
        response_content = result.text

    return response_content

and to call it use SF.invoke_action('emailSimple', {'inputs': [{'emailAddresses': '[email protected]', 'emailBody': 'body 1', 'emailSubject': 'subject 1'}, {'emailAddresses': '[email protected]', 'emailBody': 'body 2', 'emailSubject': 'subject 2'}]}).

The discussion about adding this to simple salesforce and dellsystem's solution can be found here: https://github.com/simple-salesforce/simple-salesforce/issues/163

Update object description using simple_salesforce

You can use mdapi as indicated here. I am not an expert in python, ignore any syntax issues.

    mdapi = sf.mdapi
    custom_object = mdapi.CustomObject.read("Account")
    custom_field = mdapi.CustomField(
        fullName = "AccountNumber",
        description = "Not used"
    )
    custom_object.fields = [custom_field]

    mdapi.CustomObject.update(custom_object)

I haven't dry-tested this code, shared here hoping this might help you. Here you can find more details about the list of attributes that we update through metadata API calls in the salesforce.

Best Answer

Related Solutions

With simple-salesforce how can i trigger case ownership email

Update object description using simple_salesforce

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