def query(q, dependent = None):
result = None
environment.parseSolConfig()
creds = environment.getDependentCreds()
if not dependent is None:
creds = environment.getCreds(dependent)
if creds is None:
logger.critical("Could not read configuration for '%s'" % (dependent,))
sys.exit(-1)
if not creds["url"]:
logger.critical("Url not specified in solenopsis configuration")
sys.exit(-1)
server_url = urlparse.urljoin(creds["url"], 'services/Soap/u/20.0')
connection = beatbox.PythonClient(serverUrl=server_url)
connection.login(creds["username"], '%s%s' % (creds["password"], creds["token"],))
try:
result = connection.query(q)
except beatbox.SoapFaultError:
logger.critical("Error with query\n %s" % sys.exc_info()[1])
sys.exit(-1)
return result
def convert_lead(lead, converted_status=None, **kwargs):
"""
Convert `lead` using the `convertLead()` endpoint exposed
by the SOAP API.
The parameter `lead` is expected to be a Lead object that
has not been converted yet.
kwargs: additional optional parameters like `accountId` if the Lead should
be merged with an existing Account. More info in
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_convertlead.htm
-- BEWARE --
The current implementation won't work in case your `Contact`,
`Account` or `Opportunity` objects have some custom **and**
required fields. This arises from the fact that `convertLead()`
is only meant to deal with standard Salesforce fields, so it does
not really care about populating custom fields at insert time.
One workaround is to map a custom required field in
your `Lead` object to every custom required field in the target
objects (i.e., `Contact`, `Opportunity` or `Account`). Follow the
instructions at
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_mapleads.htm
for more details.
"""
if not beatbox:
raise RuntimeError("To use convert_lead, you'll need to install the Beatbox library.")
accepted_kw = set(('accountId', 'contactId', 'doNotCreateOpportunity',
'opportunityName', 'overwriteLeadSource', 'ownerId',
'sendNotificationEmail'))
assert all(x in accepted_kw for x in kwargs)
if converted_status is None:
db_alias = lead._state.db
converted_status = connections[db_alias].introspection.converted_lead_status
soap_client = beatbox.PythonClient()
settings_dict = settings.DATABASES['salesforce']
# By default `beatbox` will assume we are trying to log in with a
# production account (i.e., using login.salesforce.com). If we want
# to use a sandbox, then we need to explicitly set the login url of
# our `beatbox` client.
if "test.salesforce.com" in settings_dict['HOST']:
soap_client.serverUrl = 'https://test.salesforce.com/services/Soap/u/33.0'
soap_client.login(settings_dict['USER'], settings_dict['PASSWORD'])
kwargs['leadId'] = lead.pk
kwargs['convertedStatus'] = converted_status
response = soap_client.convertLead(kwargs)
ret = dict((x._name[1], str(x)) for x in response)
if "errors" in str(ret):
raise RuntimeError("The Lead conversion failed: {0}, leadId={1}".format(
ret['errors'], ret['leadId']))
return ret
def run(self):
try:
service = beatbox.PythonClient()
service.login(param.user_name, param.password)
query_result = service.query(self.query)
records = query_result['records']
total_records = query_result['size']
query_locator = query_result['queryLocator']
while query_result['done'] is False and len(
records) < total_records:
query_result = service.queryMore(query_locator)
query_locator = query_result['queryLocator']
records = records + query_result['records']
table = pd.DataFrame(records)
table.rename(columns={'type': 'object_type'}, inplace=True)
table.to_csv(param.newpath + self.table_name + '.csv', index=False)
# for tacking the invalid query locator error from salesforce
param.exported_table.append(self.table_name)
param.exported_file[self.table_name] = 1
except Exception as e:
print("Unable to access sales force, export error: %s" % str(e))
def __init__(self, wsdl_url="", username="", password=""):
logger.info("Creating %s instance. url : %s, user : %s" % (self.__class__.__name__,
wsdl_url, username))
self.username = username
self.password = password
self.security_token = ""
self.status = ""
self.priority = ""
self.contact_id = ""
self.account_id = ""
self.ticket_number = ""
self.service = beatbox.PythonClient()
def convert_lead(lead, converted_status="Qualified - converted"):
"""
Convert `lead` using the `convertLead()` endpoint exposed
by the SOAP API.
The parameter `lead` is expected to be a Lead object that
has not been converted yet.
-- BEWARE --
The current implementation won't work in case your `Contact`,
`Account` or `Opportunity` objects have some custom **and**
required fields. This arises from the fact that `convertLead()`
is only meant to deal with standard Salesforce fields, so it does
not really care about populating custom fields at insert time.
One workaround is to map a custom required field in
your `Lead` object to every custom required field in the target
objects (i.e., `Contact`, `Opportunity` or `Account`). Follow the
instructions at
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_mapleads.htm
for more details.
"""
if not beatbox:
raise RuntimeError(
"To use convert_lead, you'll need to install the Beatbox library.")
soap_client = beatbox.PythonClient()
settings_dict = settings.DATABASES['salesforce']
# By default `beatbox` will assume we are trying to log in with a
# production account (i.e., using login.salesforce.com). If we want
# to use a sandbox, then we need to explicitly set the login url of
# our `beatbox` client.
if "test.salesforce.com" in settings_dict['HOST']:
soap_client.serverUrl = 'https://test.salesforce.com/services/Soap/u/33.0'
soap_client.login(settings_dict['USER'], settings_dict['PASSWORD'])
response = soap_client.convertLead({
'leadId': lead.pk,
'convertedStatus': converted_status,
})
ret = dict((x._name[1], str(x)) for x in response)
if "errors" in str(ret):
raise RuntimeError(
"The Lead conversion failed: {0}, leadId={1}".format(
ret['errors'], ret['leadId']))
return ret
def __init__(self, server_url="", username="", password="", security_token=""):
logger.info("Creating %s instance. url : %s, user : %s" % (self.__class__.__name__,
server_url, username))
self.username = username
self.password = password
self.security_token = security_token
self.service = beatbox.PythonClient()
self.service.login(username, password + security_token)
self.accounts = {}
self.contacts = {}
self.statuses = {}
self.priorities = {}
def login_beatbox():
# login to SF via beatbox
# SF user/pass
sf_user = ''
sf_token = ''
sf_pass = ''
sf_pass_token = sf_pass + sf_token
# instantiate object & login
sf = beatbox._tPartnerNS
svc = beatbox.PythonClient()
svc.login(sf_user, sf_pass_token)
dg = svc.describeGlobal()
return svc
def getConnection(self):
self.sf = beatbox._tPartnerNS
self.svc = beatbox.PythonClient()
beatbox.gzipRequest = False
if self.credential["url"] == "test":
self.svc.serverUrl = self.svc.serverUrl.replace('login.', 'test.')
try:
self.svc.login(self.credential["username"],
self.credential["password"])
return self.svc
except Exception as e:
self.log.AppendText(str(e))
self.log.AppendText("\n")
return None
def login_beatbox_sandbox():
# SANDBOX
sf_user = '******'
sf_token = 'lxKxphtvkKUQzuK6fmXnhUTL'
sf_pass = '******'
sf_pass_token = sf_pass + sf_token
# instantiate object & login
sf = beatbox._tPartnerNS
svc = beatbox.PythonClient()
# login to Sandbox
svc.serverUrl = 'https://test.salesforce.com/services/Soap/u/20.0'
svc.login(sf_user, sf_pass_token)
return svc
def login_beatbox():
# login to SF via beatbox
# SF user/pass
sf_user = '******'
sf_token = 'TFAB49jVswWVquu75y9nAklhl'
sf_pass = '******'
sf_pass_token = sf_pass + sf_token
# instantiate object & login
sf = beatbox._tPartnerNS
svc = beatbox.PythonClient()
svc.login(sf_user, sf_pass_token)
dg = svc.describeGlobal()
return svc
def __init__(self, connector_param, batch_size=1000):
self.svc = beatbox.PythonClient()
if (not self.svc):
print('no connection')
return
self.batch_size = batch_size
logging.info('Process created for batch size {0} '.format(batch_size))
if connector_param.url_prefix != '':
self.svc.serverUrl = self.svc.serverUrl.replace('login.', connector_param.url_prefix)
try:
self.login_result = self.svc.login(connector_param.username, connector_param.password)
logging.info('Connected to instance {0}'.format(self.svc.serverUrl))
print('Connected to instance {0}'.format(self.svc.serverUrl))
except:
print(sys.exc_info()[1])
def post(self):
# Retrieve username and password from post data
username = self.request.get('uid')
password = self.request.get('pwd')
# Attempt a login
self.sforce = beatbox.PythonClient()
try:
login_result = self.sforce.login(username, password)
except beatbox.SoapFaultError, errorInfo:
path = os.path.join(os.path.dirname(__file__),
'templates/simple_login_failed.html')
self.response.out.write(
template.render(
path, {
'errorCode': errorInfo.faultCode,
'errorString': errorInfo.faultString
}))
def verifyLogin(self):
"""
Insure that we have a session id or have a login username and can use it
store our session info in memcache
"""
username = self.request.get('uid')
password = self.request.get('pwd')
memcache.set_multi({'username': username, 'password': password})
self.sforce = beatbox.PythonClient()
login_result = None
try:
login_result = self.sforce.login(username, password)
except beatbox.SoapFaultError, errorInfo:
memcache.set_multi({
'errorCode': errorInfo.faultCode,
'errorString': errorInfo.faultString
})
def updateApplicationFiles(self):
with open('../settings.json') as data_file:
projectSettings = json.load(data_file)
service = beatbox.PythonClient() # instantiate the object
service.serverUrl = str(projectSettings["SF_SERVER_URL"]
) # login using your sf credentials
service.login(str(projectSettings["SF_ORG_USER"]),
str(projectSettings["SF_ORG_PASSWORD"])
) # save the sub applications to be updated
# Map appFileId--> Attachment Id
attsByParentIds = {}
# App files with inserted attachments
appFilesToUpdate = []
# Read attachments.txt in order to get the parent object associated to the attachments.
with open("../atts.txt", "r") as f:
for line in f:
# You may also want to remove whitespace characters like `\n` at the end of each line.
aux = line.strip().split(",")
attsByParentIds[aux[0]] = aux[1]
appFilesToUpdate.append({
"Id": aux[0],
"S3_File_Name__c": None,
"S3_Uploaded__c": False,
"type": "Application_File__c"
})
corruptAtts = []
with open("../attsCorrupt.txt", "r") as f:
for line in f:
# You may also want to remove whitespace characters like `\n` at the end of each line.
corruptAtts.append(line.strip())
# Remove app files with corrupt attachments 'cause we do not want to update them.
for appFile in appFilesToUpdate:
for corruptF in corruptAtts:
if appFile["Id"] == corruptF:
appFilesToUpdate.remove(appFile)
# Update app files.
if appFilesToUpdate > 0:
self.dmlOperations(appFilesToUpdate, attsByParentIds, service)
import beatbox
import datetime
service = beatbox.PythonClient()
service.serverUrl = 'https://test.salesforce.com/services/Soap/u/20.0'
service.login('username', 'password')
dt = datetime.datetime(2015, 5, 1, 8, 0, 0)
with open('/input/file/path', 'r') as input_file:
object_ids = []
for line in input_file:
object_ids.append(line.strip())
output_file = open('/output/file/path', 'w')
object_name = 'Insertion_Order__c'
for object_id in object_ids:
query_result = service.query('SELECT Id, \
First_Live_Date__c \
FROM {} \
WHERE Id = \'{}\''.format(object_name, object_id))
records = query_result['records']
if not records:
continue
record = records[0]
if record['First_Live_Date__c'] is None or record['First_Live_Date__c'] > dt:
def setUp(self):
self.svc = svc = beatbox.PythonClient()
svc.login(sfconfig.USERNAME, sfconfig.PASSWORD)
self._todelete = list()
def sfdc_connection():
sfdc_conn = beatbox.PythonClient()
data = fetch_json_data('sfdc_prod')
sfdc_conn.login(data['username'], data['password'])
return sfdc_conn
else:
print "Table droped successfully"
conn.execute('''create table sfields
(sobject_id int not null,
sobject_name text not null,
sobject_label text not null,
field_name text,
field_type text,
field_length int,
field_precision int,
field_referenceto text,
field_scale int);''')
print "Table created successfully"
svc = beatbox.PythonClient()
beatbox.gzipRequest = False
svc.serverUrl = svc.serverUrl.replace('login.', 'test.')
login = svc.login('sfdc username', 'pw')
dg = svc.describeGlobal()
print(dg.keys())
input = raw_input('continue running? ')
if input == 'yes':
object_list = dg['sobjects']
for i, ol in enumerate(object_list):
sql = "insert into sobjects (id, name, label, labelPlural, activateable) values (%d, '%s', '%s', '%s', '%s')" \
% (i+1, ol.name, ol.label, ol.labelPlural, ol.activateable)
conn.execute(sql)
pass
conn.commit()
print "Records created successfully"
def Client():
bbox = beatbox.PythonClient()
bbox.useSession(memcache.get('sessionId'), memcache.get('serverUrl'))
return bbox
def setUp(self):
self.svc = svc = beatbox.PythonClient(
serverUrl='https://www.salesforce.com/services/Soap/u/15.0')
svc.login(sfconfig.USERNAME, sfconfig.PASSWORD)
self._todelete = list()
# To change this license header, choose License Headers in Project Properties.
# To change this template file, choose Tools | Templates
# and open the template in the editor.
from RestoreAttachmentUtility import RestoreAttachmentUtility
import beatbox
import json
with open('settings.json') as data_file:
projectSettings = json.load(data_file)
service = beatbox.PythonClient() # instantiate the object
service.serverUrl = str(
projectSettings["SF_SERVER_URL"]) # login using your sf credentials
service.login(str(projectSettings["SF_ORG_USER"]),
str(projectSettings["SF_ORG_PASSWORD"]))
startPoint = RestoreAttachmentUtility()
appFiles = startPoint.getAppFiles(service)
if len(appFiles) > 0:
startPoint.processAppFiles(appFiles, service, projectSettings)
def setUp(self):
from beatbox._beatbox import DEFAULT_SERVER_URL
self.svc = svc = beatbox.PythonClient(serverUrl=DEFAULT_SERVER_URL)
svc.login(sfconfig.USERNAME, sfconfig.PASSWORD)
self._todelete = list()
market_source = pd.read_csv(
"/Volumes/public/Marketing/Growth Marketing/Analytics/Weekly Attribution/Master Attribution Files/Leads_Source_Master.csv"
)
# market_source = pd.read_excel("/Volumes/public/Marketing/Growth Marketing/Analytics/Weekly Attribution/Master Attribution Files/Leads_Source_Master.csv"
# In[361]:
market_source.columns = ['Application ID', 'marketing_source']
# In[362]:
market_source.head()
# In[363]:
service = b.PythonClient()
# In[364]:
service = b.PythonClient()
service.login('*****@*****.**',
'4!SurvivordZMer7R46ySy7NgXlpTsMZUx')
# In[365]:
query_result = service.query(
"Select Application_ID__c,Referral_Partner_Account_Owner__c,Status,Loan_Process_Started__c, Referral_Partners_eMail__c, Referrer_Name__c,Utm_Source__c,Lead_Closed_Reason__c,CreatedDate from lead where RecordType.Name = 'loan' "
)
# In[366]:
