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.
69
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How to get field level permission of any specific profile using metadata api with simple_salesforce [duplicate]
I'm working in Python with the simple_salesforce library.
I am not able to get field-level permission using metadata API (without using a query).
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0
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1
answer
49
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Extended Response Time with simple_salesforce Library's upsert method
Problem Statement:
I'm encountering prolonged response times exceeding 30 seconds while using the simple_salesforce library to perform upsert operations in batches using the bulk functionality. The ...
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votes
1
answer
32
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Get a mapping of External Ids and Salesforce Ids when migrating data from simple-salesforce
I want to migrate Account data into Salesforce and create a lookup table containing Salesforce IDs and External IDs.
I am using the simple-salesforce library to perform a bulk insert of Accounts into ...
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0
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117
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Why is my SESSION_ID invalid immediately after authenticating my JWT token?
So I am trying to get simplesalesforce working in a dev account for proof of concept (and, so far, I've been making a proper mess of it).
I have FINALLY managed to successfully connect using a JWT ...
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2
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1
answer
193
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How Do I Use OAuth2.0 With JWT To Connect To Salesforce?
So I'm trying to get a proof-of-concept together so I can ask my employer for access to our Salesforce (I'm a new employee and very low on the food chain, but their current workflow is just STUPID).
I'...
- 121
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96
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Unable to retrieve the error records with error details from Salesforce using simple-salesforce
I am using the simple Salesforce Python library to load data from S3 to Salesforce using Databricks. I am leveraging the bulk API for the data load process. However, when attempting to insert data ...
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0
answers
426
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"The Single Sign-On Gateway Url is invalid" error when making API calls
I'm testing API calls to Salesforce via Connected Apps in an environment where SSO is enforced via Permission sets. For the SSO I'm federating using Facebook.
The communication works fine without SSO (...
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78
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Salesforce permissions not creating correctly using simple-salesforce
I am trying to create a permission set, object permissions for that permission set and field permissions for that permission set. However, the permission set is created correctly but the permissions ...
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0
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37
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unable to remove login ip range using mdapi with simple_salesforce
I am able to get the profile login range ip, set it to what I want but when I try to update the profile I get many error messages.
sf = Salesforce(username='[email protected]', password='...
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1
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188
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How to set field level security on new field with simple_salesforce
I'm working in Python with the simple_salesforce library.
I can create new fields on my Account and Contact objects, based on info in How to update object description using simple_salesforce.
...
- 103
1
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120
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Download a large Salesforce Report using Python simple_salesforce
I am trying to download a large Salesforce Report using Python that has around 300k rows. It seems that because the report is so big the code executes but does not populate the data. Is there a way to ...
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84
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How to decode validFor for dependent picklists in Python?
According to this question, validFor="AAAI"should translate to 000000 000000 000000 001000.
With the following function I get 10000010100000101000001010010010 however. What is the problem?
...
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163
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I am not able to update records in my custom object using the api name Validate_Contact__c
I am not able to update records in the custom field Validate_LinkendIn_Title of my custom object Validate_Contact from the dataframe df_final. The error SalesforceResourceNotFound: Resource ...
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172
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Unable to add CustomField to CustomObject Python API Simple Salesforce
When trying to UPDATE CustomObject with newly added custom field, I get this error message:
TestCustomObject__c.AccountNumber_NEW__c: (INVALID_CROSS_REFERENCE_KEY, In field: fullName - no CustomField ...
- 11
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1
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509
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Simple-Salesforce: is there a way to bulk insert data on a lookup field without an external ID?
I previously posted this question: Simple-salesforce: perform a bulk insert on a lookup field
In that thread I got the documentation answer for how to perform an update based on an external ID.
In the ...
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1
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838
views
Simple-salesforce: perform a bulk insert on a lookup field
I am attempting to perform a bulk insert to a custom object in salesforce using the simple-salesforce library.
I have a lookup field with a the api endpoint 'Account_Name__c', along with a few others. ...
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1
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453
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simple-salesforce: perform a bulk query on a custom object
I have seen examples of how to perform a bulk query on a standard object like this:
sf.bulk.Opportunity.query(
"SELECT Id, Account.Name, Name, RecordType.Name, Type WHERE Id = 12345")
I ...
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1
answer
2k
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How do I bulk update records using simple-salesforce?
I am successfully performing a bulk query operation using simple salesforce to obtain the Id's I want to work with, but when I perform a bulk update like this:
data=[{'Id': '1', 'Date__c': '12/01/2022'...
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0
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0
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320
views
Scratch org: call REST APIs via simple_salesforce
I have a very simple python 3.x script that is getting errors when attempting to connect. So far, it simply consists of:
from simple_salesforce import Salesforce
import pandas as pd
sf = Salesforce(...
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0
answers
339
views
Json Deserialization failed on token and has left off in the middle of parsing a row
I am trying to bulk load a csv file with 11000 records using Python with the simple-salesforce API.
The error that I am running into is that when I try to load the file, I get this message:
{'created':...
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-1
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1
answer
353
views
Redirect Error with Simple Salesforces and Requests
I have a python script that pulls specific reports out of Salesforce everyday. However recently the script started returning the error requests.exceptions.TooManyRedirects: Exceeded 30 redirects. ...
1
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1
answer
279
views
Encoding and Decoding Base64 Python / Salesforce
I’m working on a small python script to export ContentVersion records from one Salesforce org and migrate them into another. I’m using simple-salesforce. I am able to export the ContentVersion and the ...
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1
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0
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262
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Simple Salesforce how to create Custom Big Object?
Is there a way to create Custom Big Object with the simple salesforce metadata API?
This is my approach:
idx_field = mdapi.IndexField(
name="MY_ACCOUNT_ID__c", sortDirection=&...
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votes
1
answer
240
views
Changing Case Owner in With sharing class
I have few question on "with Sharing" and "without Sharing" keyword in apex,
In my Org the OWD for case is Public read only. I have one class where i am updating owner id of the ...
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1
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0
answers
79
views
Encode/Decode ContentVersion Rest API Export and Upload [duplicate]
I’m working on a small python script to export ContentVersion records from one Salesforce org and migrate them into another. I’m using simple-salesforce. I am able to export the ContentVersion and the ...
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1
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176
views
How to fetch validation rules with Python's simple_salesforce?
I want to do something like
from simple_salesforce import Salesforce, format_soql
sf = Salesforce(username=..., password=..., security_token=..., domain=...)
result = sf.query(format_soql("...
- 123
0
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1
answer
6k
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SSLError(SSLCertVerificationError(1, '[SSL: CERTIFICATE_VERIFY_FAILED]
Following details I gave and try to connect salesforce via simple_salesforce,
Salesforce(instance_url = 'https://********.my.salesforce.com',
username = '[email protected]',
password = '...
- 101
0
votes
1
answer
280
views
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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1
answer
430
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
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730
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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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2
votes
2
answers
530
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")...
- 149
1
vote
1
answer
2k
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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1
vote
1
answer
516
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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3
votes
1
answer
1k
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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0
votes
1
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159
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
2k
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
1k
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 ...
- 121
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1
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272
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'...
1
vote
1
answer
1k
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
21
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
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964
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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1
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456
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
6k
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
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1
answer
1k
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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: "...
0
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1
answer
115
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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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2
votes
1
answer
5k
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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1
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471
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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
answer
2k
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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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1
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222
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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1
answer
1k
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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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