A ruby gem for bulk api for Salesforce CRM
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Latest commit 3ff3f41 Jul 13, 2017 @yatish27 committed on GitHub Merge pull request #68 from hackbac/hackbac/issue-54
[Issue #54] Fix NilClass evaluation

README.md

Salesforce-Bulk-Api

Gem Version

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.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

There are two ways to authenticate with SalesForce to use the Bulk API: databasedotcom & restforce. Please check out the entire documentation of the gem you decide to use to learn the various ways of authentication.

Databasedotcom Restforce

You can use username password combo, OmniAuth, Oauth2 You can use 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)

OR

require 'salesforce_bulk_api'
client = Restforce.new(
  username:       SFDC_APP_CONFIG['SFDC_USERNAME'],
  password:       SFDC_APP_CONFIG['SFDC_PASSWORD'],
  security_token: SFDC_APP_CONFIG['SFDC_SECURITY_TOKEN'],
  client_id:      SFDC_APP_CONFIG['SFDC_CLIENT_ID'],
  client_secret:  SFDC_APP_CONFIG['SFDC_CLIENT_SECRET'].to_i,
  host:           SFDC_APP_CONFIG['SFDC_HOST']
)
client.authenticate!
salesforce = SalesforceBulkApi::Api.new(client)

Sample operations:

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

Helpful methods:

# Check status of a job via #job_from_id
job = salesforce.job_from_id('a00A0001009zA2m') # Returns a SalesforceBulkApi::Job instance
puts "status is: #{job.check_job_status.inspect}"

Listening to events:

# A job is created
# Useful when you need to store the job_id before any work begins, then if you fail during a complex load scenario, you can wait for your
# previous job(s) to finish.
salesforce.on_job_created do |job|
  puts "Job #{job.job_id} created!"
end

Throttling API calls:

# By default, this gem (and maybe your app driving it) will query job/batch statuses at an unbounded rate.  We
# can fix that, e.g.:
salesforce.connection.set_status_throttle(30) # only check status of individual jobs/batches every 30 seconds

Installation

sudo gem install salesforce_bulk_api

Contribute

Feel to fork and send Pull request