isabella232 / restforce-bulk

Client for Salesforce Bulk API

Restforce::Bulk

Client for Salesforce Bulk API.

Installation

Add this line to your application's Gemfile:

gem 'restforce-bulk'

And then execute:

$ bundle

Or install it yourself as:

$ gem install restforce-bulk

Usage

Query:

# Creating a query job and adding a batch, using CSV type
job   = Restforce::Bulk::Job.create(:query, 'Account', :csv)
batch = job.add_batch("select Id, Name from Account limit 10")

# wait for the batch to complete, then refresh data
batch.refresh
batch.completed? # => true

# query batches returns only one result
result = batch.results.first

# we can get the contents from the result
csv = result.content

# csv is a CSV::Table, now you can process it any way you want

CRUD operations

# Creating an upsert job, using XML type (default)
job = Restforce::Bulk::Job.create(:upsert, 'Account')

# Adding a batch
batch = job.add_batch([{ Id: nil, Name: "New Account" }, { Id: 'a0B29000000XGxf', Name: 'Old Account' }])

# wait for the batch to complete, then refresh data
batch.refresh
batch.completed? # => true

# get the results for each row
batch.results.each do |result|
  puts result.id      # Id of the result
  puts result.success # row successfully processed
  puts result.error   # error for row
end

Binary Attachments

# Creating an upsert job, either :zip_xml or :zip_csv are accepted
job = Restforce::Bulk::Job.create(:insert, 'Attachment', :zip_xml)

# Adding a batch, as an array of file data, with the following keys:
#   - full_filename: The full path to the file in your filesystem
#   - filename: The name of the attachment (can have folders in it)
#   - parent_id: The ID of the parent record for the attachment
batch = job.add_batch([{ full_filename: "<HOME_DIR>/Pictures/image.jpg", filename: "image.jpg", parent_id: "a0E29000000DzPy" }])

# wait for the batch to complete, then refresh data
batch.refresh
batch.completed? # => true

# get the results for each row
batch.results.each do |result|
  puts result.id      # Id of the result
  puts result.success # row successfully processed
  puts result.error   # error for row
end

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake rspec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/dtmtec/restforce-bulk. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.

License

The gem is available as open source under the terms of the MIT License.