Salesforce-Bulk-Api

Overview
Installation
Authentication
Usage
Contributing
License

Overview

SalesforceBulkApi is a Ruby wrapper for the Salesforce Bulk API. It is rewritten from salesforce_bulk and adds several missing features, making it easier to perform bulk operations with Salesforce from Ruby applications.

Installation

Add this line to your application's Gemfile:

gem 'salesforce_bulk_api'

And then execute:

bundle install

Or install it directly:

gem install salesforce_bulk_api

Authentication

You can authenticate with Salesforce using either databasedotcom or restforce gems. Both support various authentication methods including username/password, OmniAuth, and OAuth2.

Please refer to the documentation of these gems for detailed authentication options:

Authentication Examples

Using Databasedotcom:

require 'salesforce_bulk_api'

client = Databasedotcom::Client.new(
  client_id: SFDC_APP_CONFIG["client_id"],
  client_secret: SFDC_APP_CONFIG["client_secret"]
)
client.authenticate(
  token: " ",
  instance_url: "http://na1.salesforce.com"
)

salesforce = SalesforceBulkApi::Api.new(client)

Using Restforce:

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'],
  host: SFDC_APP_CONFIG['SFDC_HOST']
)
client.authenticate!

salesforce = SalesforceBulkApi::Api.new(client)

Usage

Basic Operations

Create/Insert Records

new_account = { "name" => "Test Account", "type" => "Other" }
records_to_insert = [new_account]
result = salesforce.create("Account", records_to_insert)
puts "Result: #{result.inspect}"

Update Records

updated_account = { "name" => "Test Account -- Updated", "id" => "a00A0001009zA2m" }
records_to_update = [updated_account]
salesforce.update("Account", records_to_update)

Upsert Records

upserted_account = { "name" => "Test Account -- Upserted", "External_Field_Name" => "123456" }
records_to_upsert = [upserted_account]
salesforce.upsert("Account", records_to_upsert, "External_Field_Name")

Delete Records

deleted_account = { "id" => "a00A0001009zA2m" }
records_to_delete = [deleted_account]
salesforce.delete("Account", records_to_delete)

Query Records

res = salesforce.query("Account", "SELECT id, name, createddate FROM Account LIMIT 3")

Job Management

You can check the status of a job using its ID:

job = salesforce.job_from_id('a00A0001009zA2m')
puts "Status: #{job.check_job_status.inspect}"

Event Listening

You can listen for job creation events:

salesforce.on_job_created do |job|
  puts "Job #{job.job_id} created!"
end

Retrieving Batch Records

Fetch records from a specific batch in a job:

job_id = 'l02A0231009Za8m'
batch_id = 'H24a0708089zA2J'
records = salesforce.get_batch_records(job_id, batch_id)

API Call Throttling

You can control how frequently status checks are performed:

# Set status check interval to 30 seconds
salesforce.connection.set_status_throttle(30)

Contributing

We welcome contributions to improve this gem. Feel free to:

Fork the repository
Create your feature branch (git checkout -b feature/amazing-feature)
Commit your changes (git commit -am 'Add some amazing feature')
Push to the branch (git push origin feature/amazing-feature)
Create a new Pull Request