sfio

Stream CSV data in and out of Salesforce.

sfio uses the new Bulk API 2.0 for insert, update, upsert, and delete. https://developer.salesforce.com/docs/atlas.en-us.api_bulk_v2.meta/api_bulk_v2/introduction_bulk_api_2.htm

sfio uses the old Bulk API for query because the new one doesn't support query (yet, maybe never will).

Get Started

See https://github.com/Candoris/sfio-starter for a quick start template project.

No More Lookup Maps!!!

One of the big reasons we moved to the new bulk api 2.0 is the relationship feature.

In the example below, we can use an external id field on Account to link the contact to the account. This is much more convenient than having somehow lookup the account's Salesforce Id.

FirstName,LastName,Account.SomeExternalId__c
Tom,Jones,293483

https://developer.salesforce.com/docs/atlas.en-us.api_bulk_v2.meta/api_bulk_v2/datafiles_csv_rel_field_header_row.htm

Install

npm i -g git+ssh://[email protected]:Candoris/sfio.git

Enjoy

For help type a command without any argument.

poll waits till the job in Salesforce has completed successfully or failed before returning. On error, we exit with a non-zero (error) code.

sf-query        SOQL [pkChunking] [queryAll] > some.csv

sf-insert       OBJECT [poll] < some.csv
sf-update       OBJECT [poll] < some.csv
sf-upsert       OBJECT ID_COLUMN [poll] < some.csv
sf-delete       OBJECT [poll] < some.csv

sf-info         JOB_ID > some.json

sf-failed       JOB_ID [plain] > some.csv
sf-unprocessed  JOB_ID > some.csv
sf-success      JOB_ID > some.csv

Configure

sfio looks for a file named sfio-config.js in the current directory. This file should not contain any secrets. It should simply point to the actual config file which should be located in the folder one level above your project folder and be named something that tells us which customer it is.

./sfio-config.js

exports = module.exports = require('../sfio-my-customer.js');

The real config file will contain both source and destination information because you may be querying from one Salesforce organization and updating another. It also will contain secrets which must be secret and never checked into git.

~/my-configs/sfio-my-customer.js

exports = module.exports = {
  source: {
    url: 'https://login.salesforce.com',
    username: '[email protected]',
    password: '***',
    token: '***',
    apiVersion: '41.0',
    consumerKey: '3MV***xu4',
    consumerSecret: '694***048'
  },
  dest: {
    url: 'https://login.salesforce.com',
    username: '[email protected]',
    password: '***',
    token: '***',
    apiVersion: '41.0',
    consumerKey: '3MV***xu4',
    consumerSecret: '694***048'
  }
};

// exports = module.exports = {
//   source: {
//     url: 'https://test.salesforce.com',
//     username: '[email protected]',
//     password: '***',
//     token: '***',
//     apiVersion: '41.0',
//     consumerKey: '3MV***xu4',
//     consumerSecret: '694***048'
//   },
//   dest: {
//     url: 'https://test.salesforce.com',
//     username: '[email protected]',
//     password: '***',
//     token: '***',
//     apiVersion: '41.0',
//     consumerKey: '3MV***xu4',
//     consumerSecret: '694***048'
//   }
// };