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Simple python Script to backup a salesforce instance to csv files
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from simple_salesforce import Salesforce, SalesforceMalformedRequest | |
from argparse import ArgumentParser | |
from csv import DictWriter | |
from datetime import date | |
from pathlib import Path | |
production_instance = 'yourinstance.salesforce.com' | |
parser = ArgumentParser(description="Backs up all Salesforce objects to csv files") | |
parser.add_argument("username", help="User to authenticate as. Should be part of an 'integration_user' profile or some profile with no ip range restriction") | |
parser.add_argument("password", help="Password for the user") | |
parser.add_argument("security_token", help="Any API authenticating user needs to supply a security_token. You must log in as the user to get the security token from their profile") | |
parser.add_argument("instance", help="The instance to connect to") | |
parser.add_argument("datadir", help="The directory to store csv files in") | |
parser.add_argument("--objectNames", help="Space separated names of SalesForce objects or by default we backup all queryable objects", nargs='*') | |
args = parser.parse_args() | |
#create a subdirectory with todays date | |
datapath = Path(args.datadir) / date.today().isoformat() | |
try: | |
datapath.mkdir(parents=True) #in python 3.5 we can switch to using exist_ok=True | |
except FileExistsError: | |
pass | |
#log into salesforce | |
sf = Salesforce(username=args.username,password=args.password, security_token=args.security_token, sandbox=(production_instance!=args.instance), instance=args.instance) | |
#get a list of queryable object names we will need to backup | |
if args.objectNames: | |
names = args.objectNames | |
else: | |
#get a description of our global salesforce instance, see layout: | |
# https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_describeGlobal.htm | |
description = sf.describe() | |
names = [obj['name'] for obj in description['sobjects'] if obj['queryable']] | |
#for every object we'll need all the fields it has that are exportable. | |
for name in names: | |
salesforceObject = sf.__getattr__(name) | |
# so get a list of the object fields for this object. | |
fieldNames = [field['name'] for field in salesforceObject.describe()['fields']] | |
# then build a SOQL query against that object and do a query_all | |
try: | |
results = sf.query_all( "SELECT " + ", ".join(fieldNames) + " FROM " + name )['records'] | |
except SalesforceMalformedRequest as e: | |
# ignore objects with rules about getting queried. | |
continue | |
outputfile = datapath / (name+".csv") | |
with outputfile.open(mode='w', encoding='utf_8_sig') as csvfile: | |
writer = DictWriter(csvfile,fieldnames=fieldNames) | |
writer.writeheader() | |
for row in results: | |
# each row has a strange attributes key we don't want | |
row.pop('attributes',None) | |
writer.writerow(row) | |
""" | |
This is free and unencumbered software released into the public domain. | |
Anyone is free to copy, modify, publish, use, compile, sell, or | |
distribute this software, either in source code form or as a compiled | |
binary, for any purpose, commercial or non-commercial, and by any | |
means. | |
In jurisdictions that recognize copyright laws, the author or authors | |
of this software dedicate any and all copyright interest in the | |
software to the public domain. We make this dedication for the benefit | |
of the public at large and to the detriment of our heirs and | |
successors. We intend this dedication to be an overt act of | |
relinquishment in perpetuity of all present and future rights to this | |
software under copyright law. | |
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, | |
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF | |
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. | |
IN NO EVENT SHALL THE AUTHORS BE LIABLE FOR ANY CLAIM, DAMAGES OR | |
OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, | |
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR | |
OTHER DEALINGS IN THE SOFTWARE. | |
For more information, please refer to <http://unlicense.org> | |
""" |
Hi I am getting the following error
File "SalesForceBackup.py", line 49
with outputfile.open(mode='w', encoding='utf_8_sig) as csvfile:
^
SyntaxError: EOL while scanning string literal
Python Version: Python 2.7.16
@NerioVillalobos It is missing an apostrophe after utf_8_sig.
Change that line to with outputfile.open(mode='w', encoding='utf_8_sig') as csvfile:
and you should be good.
Ah man! Sorry I missed that. fixed for future humans
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You'll need to
pip install simple-salesforce