RPA.Salesforce library | Robocorp documentation

RPA.Salesforce

Add Product Into Opportunity

Add Salesforce Product into Opportunity.

Arguments

Argument	Type	Default value	Description
product_name	str	null	type of the product in the Pricelist
quantity	int	null	number of products to add
opportunity_id	str, None	None	identifier of Opportunity, default None
pricebook_name	str, None	None	name of the pricelist, default None
custom_total_price	float, None	None	price that overrides quantity and product price, default None

param product_name:
	type of the product in the Pricelist
param quantity:	number of products to add
param opportunity_id:
	identifier of Opportunity, default None
param pricebook_name:
	name of the pricelist, default None
param custom_total_price:
	price that overrides quantity and product price, default None
return:	True is operation is successful or False

from RPA.Salesforce import Salesforce from RPA.Robocorp.Vault import Vault SF = Salesforce(domain="robocorp-testing-stuff.develop.my") VAULT = Vault() secrets = VAULT.get_secret("salesforce") SF.auth_with_connected_app( username=secrets["USERNAME"], password=secrets["PASSWORD"], api_token=secrets["API_TOKEN"], consumer_key=secrets["CONSUMER_KEY"], consumer_secret=secrets["CONSUMER_SECRET"], )

Robot Framework

*** Settings *** Library RPA.Salesforce domain=robocop-testing-stuff.develop.my Library RPA.Robocorp.Vault *** Tasks *** Authenticate to Salesforce using connected app ${secrets}= Get Secret salesforce Auth with connected app ... username=${secrets}[USERNAME] ... password=${secrets}[PASSWORD] ... api_token=${secrets}[API_TOKEN] ... consumer_key=${secrets}[CONSUMER_KEY] ... consumer_secret=${secrets}[CONSUMER_SECRET]

Auth With Token

Authorize to Salesforce with security token, username and password creating instance.

Arguments

Argument	Type	Default value	Description
username	str	null	Salesforce API username
password	str	null	Salesforce API password
api_token	str	null	Salesforce API security token

param api_token:
param username:	Salesforce API username
param password:	Salesforce API password
	Salesforce API security token

Create New Opportunity

Create Salesforce Opportunity object.

Arguments

Argument	Type	Default value	Description
close_date	str	null	closing date for the Opportunity, format 'YYYY-MM-DD'
opportunity_name	str	null	as string
stage_name	str	Closed Won	needs to be one of the defined stages, defaults to "Closed Won"
account_name	str, None	None	by default uses previously set account, defaults to None

param close_date:
	closing date for the Opportunity, format 'YYYY-MM-DD'
param opportunity_name:
	as string
param stage_name:
	needs to be one of the defined stages, defaults to "Closed Won"
param account_name:
	by default uses previously set account, defaults to None
return:	created opportunity or False

Create Salesforce Object

Create Salesforce object by type and data.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type
object_data	Any	null	Salesforce object data

param object_type:
	Salesforce object type
param object_data:
	Salesforce object data
raises SalesforceDataNotAnDictionary:
	when object_data is not dictionary
return:	resulting object as dictionary

Delete Salesforce Object

Delete Salesfoce object by type and id.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type
object_id	str	null	Salesforce object id

param object_type:
	Salesforce object type
param object_id:
	Salesforce object id
return:	True if successful

Describe Salesforce Object

Get Salesfoce object description by type.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type

param object_type:
	Salesforce object type
return:	object description as dictionary

Execute Apex

Execute APEX operation.

Arguments

Argument	Type	Default value	Description
apex	str	null	endpoint of the APEX operation
apex_data	Dict, None	None	data to be sent to the APEX operation
apex_method	str	POST	operation method
kwargs		null	additional arguments to be passed to the APEX request

The APEX classes can be added via Salesforce Developer console (from menu: File > New > Apex Class).

Permissions for the APEX classes can be set via Salesforce Setup (Apex Classes -> Security).

param apex_data:
param apex:	endpoint of the APEX operation
	data to be sent to the APEX operation
param apex_method:
	operation method
param kwargs:	additional arguments to be passed to the APEX request
return:	result of the APEX operation

Python

from RPA.Salesforce import Salesforce SF = Salesforce(domain="robocorp-testing-stuff.develop.my") # authenticate to Salesforce SF.execute_apex(apex="MyClass", apex_data={"data": "value"}) result = SF.execute_apex( apex="getAccount/?id=0017R00002xmXB1QAM", apex_method="GET")

Robot Framework

*** Settings *** Library RPA.Salesforce domain=robocop-testing-stuff.develop.my *** Tasks *** Executing APEX operations # Authenticate to Salesforce &{apex_data}= Create Dictionary data=value ${result}= Execute APEX MyClass apex_data=${apex_data} ${result}= Execute APEX ... apex=getAccount/?id=0017R00002xmXB1QAM ... apex_method=GET

Execute Dataloader Insert

Keyword mimics Salesforce Dataloader 'insert' behaviour by taking in a input_object`representing dictionary of data to input into Salesforce, a `mapping_object representing dictionary mapping the input keys into Salesforce keys, an object_type representing Salesforce object which Datahandler will handle with operation type.

Arguments

Argument	Type	Default value	Description
input_object	Any	null	filepath or list of dictionaries
mapping_object	Any	null	filepath or dictionary
object_type	str	null	Salesforce object type

Stores operation successes into Salesforce.dataloader_success array. Stores operation errors into Salesforce.dataloader_errors.

These can be retrieved with keywords get_dataloader_success_table and get_dataloader_error_table which return corresponding data as RPA.Table.

param input_object:
	filepath or list of dictionaries
param mapping_object:
	filepath or dictionary
param object_type:
	Salesforce object type
return:	True if operation is successful

Get Dataloader Error Table

Return Dataloader error entries as RPA.Table

Get Dataloader Success Table

Return Dataloader success entries as RPA.Table

Get Domain

Used to determine the current domain that has been set

returns:	string of the currently set domain

Get Opportunity Id

Get ID of an Opportunity linked to set account.

Arguments

Argument	Type	Default value	Description
opportunity_name	str	null	opportunity to query

param opportunity_name:
	opportunity to query
return:	Id of the opportunity or False

Get Pricebook Entries

Get all pricebook entries.

return:	query result

Get Pricebook Id

Get ID of a pricelist.

Arguments

Argument	Type	Default value	Description
pricebook_name	str	null	pricelist to query

Returns False if unique Id is not found.

param pricebook_name:
	pricelist to query
return:	Id of the pricelist or False

Get Products In Pricelist

Get all products in a pricelist.

Arguments

Argument	Type	Default value	Description
pricebook_name	str	null	pricelist to query

param pricebook_name:
	pricelist to query
return:	products in dictionary

Get Salesforce Object By Id

Get Salesforce object by id and type.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type
object_id	str	null	Salesforce object id

param object_type:
	Salesforce object type
param object_id:
	Salesforce object id
return:	dictionary of object attributes

Get Salesforce Object Metadata

Get Salesfoce object metadata by type.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type

param object_type:
	Salesforce object type
return:	object metadata as dictionary

Read Dictionary From File

Read dictionary from file.

Arguments

Argument	Type	Default value	Description
mapping_file	str	null	path to the file

param mapping_file:
	path to the file
return:	file content as dictionary

Salesforce Query

Perform SQL query and return result as dict or Table.

Arguments

Argument	Type	Default value	Description
sql_string	str	null	SQL clause to perform.
as_table	bool	False	Set to True if the result should be of RPA.Tables.Table type. (dictionary is returned by default)

param sql_string:
	SQL clause to perform.
param as_table:	Set to True if the result should be of RPA.Tables.Table type. (dictionary is returned by default)
returns:	Result of the SQL query.

Salesforce Query Result As Table

Shorthand for Salesforce Query ${sql_string} as_table=${True}.

Arguments

Argument	Type	Default value	Description
sql_string	str	null	SQL clause to perform.

param sql_string:
	SQL clause to perform.
returns:	Result of the SQL query as RPA.Tables.Table.

Set Account

Set account name and id by giving either parameter.

Arguments

Argument	Type	Default value	Description
account_name	str		string, defaults to ""
account_id	str		string, defaults to ""

Can be used together with keywords:

get_opportunity_id
create_new_opportunity

param account_name:
	string, defaults to ""
param account_id:
	string, defaults to ""
return:	True if account was found from Salesforce, else False

Set Domain

Used to set the domain the Auth With Token keyword will use. To set the domain to 'test' or if using a sandbox environment use "sandbox" as the domain. If you have a Salsesforce My domain you may also input that name. If the domain argument is not used the default domain is "login".

Arguments

Argument	Type	Default value	Description
domain	str	login	"sandbox" or the name of the Salesforce My domain; if no argument provided defaults to "login"

param domain:	"sandbox" or the name of the Salesforce My domain; if no argument provided defaults to "login"

Set Pricebook

Sets Pricebook to be used in Salesforce operations.

Arguments

Argument	Type	Default value	Description
pricebook_name	str	null	pricelist to use

param pricebook_name:
	pricelist to use

Update Salesforce Object

Update Salesfoce object by type, id and data.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type
object_id	str	null	Salesforce object id
object_data	Any	null	Salesforce object data

param object_type:
	Salesforce object type
param object_id:
	Salesforce object id
param object_data:
	Salesforce object data
raises SalesforceDataNotAnDictionary:
	when object_data is not dictionary
return:	True if successful

Upsert Salesforce Object

Upsert Salesfoce object by type, id and data.

Arguments

Argument	Type	Default value	Description
object_type	str	null	Salesforce object type
object_id	str	null	Salesforce object id
object_data	Any	null	Salesforce object data

param object_type:
	Salesforce object type
param object_id:
	Salesforce object id
param object_data:
	Salesforce object data
raises SalesforceDataNotAnDictionary:
	when object_data is not dictionary
return:	True if successful