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Questions tagged [simple-salesforce]

simple-salesforce is a basic Salesforce.com REST API client built for Python 2.6, 2.7, 3.3, 3.4, 3.5, and 3.6.

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Filter Case_Created__c, Datetime format issue, Python SOQL

New to SOQL and using python to script SF object pulls. I am pulling from Case and need just when Case_Created__c > 2020-12-31, but am getting a error with the DateTime format issue. For other ...
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35 views

How can I get key prefixes of each object from a Salesforce Instance with pythons simple_salesforce API?

I want to extract keys for each Salesforce object (including custom) from a Salesforce environment via the simple_salesforce python library. That is, I want a pandas dataframe that looks as follows: ...
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1 answer
31 views

How to update object description using simple_salesforce

I would like to set the description for all object fields that are layoutable but not present in any layout to: "Not used". I found out how to find fields that are layoutable, but I can't ...
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  • 149
2 votes
2 answers
159 views

No such column 'Description' on entity 'EntityDefinition'

I'm trying to retrieve object descriptions with the following SQL query: obj_info = pd.DataFrame(sf.query( "SELECT Label, Description FROM EntityDefinition WHERE IsCustomizable=True")...
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  • 149
1 vote
1 answer
106 views

Python Simple-Salesforce - Fetch Bulk API Job Id in result

Is there some way to get Bulk API Job Id in job results? object_type = self.sf_connection.bulk.__getattr__('Case') results = objecttype._bulk_operation(use_serial = True, operation = 'delete', data = ...
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  • 178
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1 answer
35 views

With simple-salesforce how can i trigger case ownership email?

I am using simple-salesforce to assign a case to an agent from a Queue. If I do this via the application i have the check box that says "send email notification" as pictured below. How can ...
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  • 133
3 votes
1 answer
108 views

Create custom field type picklist via tooling rest api - which meta information required?

I want to create a new custom field on a custom object on SalesForce. The custom field type shall be of type 'picklist' (non-global) with a predefined set of values. I want to use the Salesforce ...
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  • 165
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1 answer
44 views

JSONDecodeError while accessing Salesforce's ContentNote content using simple-salesforce

I am trying to access the content from the contentnote object. I queried ContentDocumentLink where i passed account id as LinkedEntityId and got the ContentDocumentId. Using ContentDocumentId, I ...
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1 vote
1 answer
242 views

Dynamically Update and Insert Records using Simple-Salesforce Library

I am using the Python Simple-Salesforce Library for bulk insert and updating records. I want to create one method in which I pass the Sobject API name and then at run time have it insert/update ...
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1 vote
1 answer
312 views

Python Simple-Salesforce - Import related records with an external ID

Some time ago I've started to use Python with Pandas and Simple-Salesforce to make data migration to Salesforce orgs. I want to insert Account records and Contact records that have lookup to Account ...
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1 answer
74 views

How to upload products to opportunity using simple_salesforce

OK, I can be more specific now. Tried now to simply create new opportunity line items, however, I get this error message: esponse content: [{'message': "Error: You can't select products until you'...
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1 vote
1 answer
197 views

Simple Salesforce Query issues involving Malformed requests

I have a malformed query problem when using simple salesforce for my AWS python Lambda. The query uses the AccountContactRelation object. When an event is dropped into an AWS S3 bucket for taxonomy ...
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0 answers
15 views

lightning:unsavedChanges not works with console application

lightning:unsavedChanges not works while doing tab switch in console application. It works fine on tab switching in standard application. Any thoughts?
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1 vote
1 answer
360 views

Python Simple Salesforce - Upsert to CampaignMembers Object

I am trying to find an automated way to add contacts & leads to existing campaigns by using simple salesforce to upsert records to the CampaignMembers object. I have a CSV file with CampaignId and ...
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0 votes
1 answer
104 views

Execute Anonymous via Simple_Salesforce throwing EOF exception

I'm attempting to execute a simple anonymous Apex script via Python with the simple_salesforce library. from simple_salesforce import Salesforce sf = Salesforce(instance=scratch_org_instance, ...
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1 vote
1 answer
1k views

REST API: Error 'METHOD_NOT_ALLOWED' - PATCH

I am trying to upload new records by calling a REST API but am getting the following error. simple_salesforce.exceptions.SalesforceGeneralError: Error Code 405. Response content: [{'errorCode': '...
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2 votes
1 answer
736 views

Object of type datetime is not JSON serializable

I'm new using Simple_Salesforce for Python and I'm trying to update a record of "Account" and one of the values that I need to update is a Date/Time value, but I'm receiving the error: "...
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0 votes
1 answer
52 views

Is there any way to cache the salesforce data using "simple_salesforce" python library

In my python application, I used "simple_salesforce" library to fetch data from salesforce. Instead of hitting an API every time I would expect salesforce to return data from cache instead ...
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1 vote
1 answer
2k views

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 ...
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  • 133
0 votes
1 answer
202 views

simple_salesforce python how to rewrite this using bind variables

revenue = sf.query("SELECT Id, Name, Net_Revenue__c, Price__c, Credits__c, Gross_Revenue__c, Account__r.Name \ FROM Revenue__c WHERE Account__r.Id = '"+accountId+"' and MonthYear__c ...
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1 vote
1 answer
893 views

Dynamic simple_salesforce query with list of ids

This 2nd format_soql is not working. I have tried replacing the single quotes to double quotes as per the format defined here: https://github.com/simple-salesforce/simple-salesforce#queries query1 = &...
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  • 118
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1 answer
72 views

Where can I view attachments that I've uploaded to salesforce using a REST api?

response = requests.post('https://%s.salesforce.com/services/data/v29.0/sobjects/Attachment/' % instance, headers = { 'Content-Type': 'application/json', 'Authorization': 'Bearer %s' % sessionId },...
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0 votes
1 answer
824 views

Error Salesforce data query - [{'message': 'INVALID_HEADER_TYPE', 'errorCode': 'INVALID_AUTH_HEADER'}]

I am trying the get data from Salesforce using simple_salesforce python package. But I am getting Response content: [{'message': 'INVALID_HEADER_TYPE', 'errorCode': 'INVALID_AUTH_HEADER'}] when I ...
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0 votes
1 answer
45 views

Is ActivityDate a known bug with bulk API loading tasks?

I've been fighting Salesforce all morning with a data load via the Python simple_salesforce package (so yes, the bug could be there, rather than there being an issue in the Bulk API). If I run this ...
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2 votes
1 answer
627 views

passing a variable in SOQL select statement with python and simple-salesforce

I am trying to pass a variable into SOQL statement, I am using simple_salesforce library. I only need to grab the data when CreateDate of the Opportunity is > than yesterday, yesterday's date is saved ...
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0 votes
1 answer
700 views

Python with Simple Salesforce dynamic SOQL query issue: ERROR at Row:1:Column:98\nline 1:98 no viable alternative at character '\\'",

I have to retrieved data from a SOSL query using simple saleforce with no issues. This query will search for duplicate leads or contacts in Salesforce and then get the multiple records retrieved and ...
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0 votes
1 answer
326 views

Python: ContentVersion.VersionData throwing Incorrect padding while decoding to base64 string

I have the following Python code using Simple_Salesforce module: def get_email_template(sf, agreement_id): email_templates = sf.query(f""" SELECT VersionData, Title, PathOnClient ...
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0 votes
0 answers
155 views

simple_salesforce bulk insert - Duplicate Id error

I am using the Python package simple_salesforce to bulk insert instances of a custom object. The custom object has Account Id as a foreign key, which I am inserting during the bulk insert. I'm seeing ...
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0 votes
1 answer
776 views

simple_salesforce - Cannot bulk insert more than 10 records at a time [closed]

I am using the simple_salesforce Python package. I tried bulk inserting 100 records using bulk.insert(), and did so without any errors. However, when I checked how many records were present after, ...
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0 votes
1 answer
809 views

SalesForce Bulk API response to Pandas DataFrame [closed]

I'm a beginner with the Salesforce API and recently, I've been trying make bulk API requests and convert the response into a pandas DataFrame, however, the results I'm having a tough time with are ...
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2 votes
1 answer
788 views

How to use simple salesforce (python library for salesforce) to add ShippingAddress field?

I have tried to upsert an account with ShippingAddress using simple salesforce However, I am getting the error: [{u'errorCode': u'JSON_PARSER_ERROR', u'message': u'Cannot deserialize instance of ...
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0 votes
0 answers
520 views

simple_salesforce Custom Domain

I am having some trouble using simple_salesforce to login using my username, password, security token. My companies SF instance is on a custom domain (I do not use login.salesforce.com and instead I ...
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1 vote
1 answer
2k views

simple_salesforce Run Report

I have a simple Salesforce report that returns basic information about some opportunities such as opportunity id, owner, end date. I found the simple_salesforce Python module and I am trying to ...
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  • 113
2 votes
1 answer
1k views

Unable to fetch complete records from bulk query batch result

I am using simple-salesforce python library using REST to call bulk services which is working fine till calling but for large dataset library continuously poll the batch status and spit all result (in ...
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  • 133
0 votes
1 answer
3k views

Getting error in Python when login to Salesforce

I am using simple-salesforce 0.74.2 for connecting to Salesforce by using below code, from simple_salesforce import Salesforce,SalesforceLogin sf = Salesforce(instance_url='https://xxxxx-xxx.my....
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2 votes
1 answer
827 views

How to Query for logged in username [Python:SimpleSalesforce]?

Tried to do user=sf.query("SELECT Id, Name FROM User WHERE Id = :UserInfo.getUserId()" but getting error: content = [{u'errorCode': u'MALFORMED_QUERY', u'message': u'\nSELECT Id, Name from User ...
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  • 23
2 votes
1 answer
613 views

Salesforce Report - Column list

I am trying to see if I can fetch all columns in Reports object. I have the before import pandas as pd from simple_salesforce import Salesforce sf_data_cursor = Salesforce(username='mail@mail.com', ...
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0 votes
1 answer
2k views

Python Simple Salesforce and salesforce rest authentication errors

An absolute python newbie & trying to establish a connection between python & salesforce. Followed this documentation - https://pypi.org/project/simple-salesforce/ and we have a python script ...
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  • 3
0 votes
2 answers
714 views

Simple-Salesforce API object agnostic

Trying to figure out a way if I can use this API to get retrieve data if I only have the ID (don’t know if it is a task or a contact, etc.) I think no but just want to confirm.
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1 vote
1 answer
880 views

REST Upload attachments - Json Deserialization failed on token 'null'

I'm using simple-salesforce to migrate attachments from one org to another. I'm encoding with base64 but am getting this error: SalesforceMalformedRequest: Malformed request https://my_org.my....
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4 votes
1 answer
3k views

Error "Bind variables only allowed in Apex code" simple_salesforce (Python)

Not sure if this belongs here or in StackOverflow, seems 50/50. I am trying to figure out how to build a dynamic query using simple_salesforce and there is no problem using a completely static query ...
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