django-salesforce 0.3.1

Quick Start

1. Install django-salesforce: pip install django-salesforce

2. Add the salesforce app to your INSTALLED_APPS setting:

   INSTALLED_APPS = {
       "django.contrib.auth",
       "django.contrib.contenttypes",
       ...
       ...
       "salesforce"
   }

3. Add a salesforce connection to your DATABASES setting:

   'salesforce': {
       'ENGINE': 'salesforce.backend',
       "CONSUMER_KEY" : '',
       "CONSUMER_SECRET" : '',
       'USER': '',
       'PASSWORD': '',
       'HOST': 'https://test.salesforce.com',
   }

4. (optional) To override the default timeout of 15 seconds, define SALESFORCE_QUERY_TIMEOUT in your settings file:

   SALESFORCE_QUERY_TIMEOUT = 15

5. (optional) If you want to use another name for your Salesforce DB connection, define SALESFORCE_DB_ALIAS in your settings file:

   SALESFORCE_DB_ALIAS = 'salesforce'

6. Add salesforce.router.ModelRouter to your DATABASE_ROUTERS setting:

   DATABASE_ROUTERS = [
       "salesforce.router.ModelRouter"
   ]

7. Define a model that extends salesforce.models.SalesforceModel or export the complete SF schema by python manage.py inspectdb --database=salesforce and simplify it to what you need.

8. If you want to use the model in the Django admin interface, use a ModelAdmin that extends salesforce.admin.RoutedModelAdmin

9. You’re all done! Just use your model like a normal Django model.

Foreign Key Support

Foreign key filters are currently possible only for the first level of relationship and only for fields whose name equals the name of object. Foreign keys of an object can be normally accessed by dot notation without any restriction Example:

contacts = Contact.objects.filter(Account__Name='FOO Company')
print(contacts[0].Account.Owner.LastName)

But the relationship Owner__Name is not currently possible because the type of Owner is a different name (User).

Along similar lines, it’s not currently possible to filter by ForeignKey relationships based on a custom field. This is because related objects (Lookup field or Master-Detail Relationship) use two different names in SOQL. If the relation is by ID the columns are named FieldName__c, whereas if the relation is stored by object the column is named FieldName__r. More details about this can be found in the discussion about #43.

Generic foreign keys are frequently used in SF for fields that relate to objects of different types, e.g. the Parent of Note or Attachment can be almost any type of ususal SF objects. Filters by Parent.Type and retrieving this type is now supported:

note = Note.objects.filter(parent_type='Contact')[0]
parent_model = getattr(example.models, note.parent_type)
parent_object = parent_model.objects.get(pk=note.parent_id)
assert note.parent_type == 'Contact'

Example of Note model is in salesforce.testrunner.example.models.Note.

Advanced usage

• Testing You can set SALESFORCE_DB_ALIAS = 'default' if you want to run your unit tests fast in memory with the sqlite3 driver, without access to the SF database. (Only login server is accessed but not the data server.)

• Multiple databases of similar structure can be used with the SF model, including more SF databases. If SALESFORCE_DB_ALIAS is set to a non SF database, than tables defined by SF model can be created by syncdb in that database if a model has a Meta class with the attribute managed=True or undefined. This behaviour can be also configured by DATABASE_ROUTERS.

• Non SF databases If an inner Meta class is used, e.g. for a db_table option of custom SF object for a name that ends with __c, then that Meta must be a descendant of SalesforceModel.Meta or must have the attribute managed=False.

• Custom Managers Custom managers of a model must be descendants of salesforce.manager.SalesforceManager. Switching the type by SALESFORCE_DB_ALIAS is easy, e.g. for fast tests. If SF non SF databases should be used for SF models together, switched by .using(alias)., you shall switch it by .db_manager(alias) instead. e.g. Contact.objects.db_manager(alias).my_manager(params...)

Caveats

This package is in continuous development, and the ultimate goal is to support all reasonable features of the Salesforce platform, but for now here are the potential pitfalls and unimplemented operations:

• Large Objects — Since the entire result set needs to be transferred over HTTP, and since it’s common to have extremely high column counts on full object queries, it’s assumed that users will create models that are specific to their individual applications’ needs. Models that have been included with this library are for example and documentation purposes.

• Custom Object Names — Custom Salesforce tables and columns (and a couple of other SF concepts) are indicated with a double-underscore in the name, and will need to have their Django field name overridden (using ‘db_column’), so as not to interfere with the double-underscore syntax used in Django query filters.

• Inheritence — All models for object types on Salesforce must extend salesforce.models.SalesforceModel. The model router checks for this to determine which models to handle through the Salesforce connection.

• Multiple Updates — Multiple update support is not yet implemented.

• Multiple Deletes — Multiple delete support is not yet implemented.

• Database Sync — There is no plan to support DB creation for the forseeable future.