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Upload attachment to Salesforce using Python
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import requests | |
import base64 | |
import json | |
from simple_salesforce import Salesforce | |
userName = '' | |
password = '' | |
securityToken = '' | |
instance = '' | |
sf = Salesforce(username=userName, password=password, security_token=securityToken) | |
sessionId = sf.session_id | |
account = sf.query("SELECT Id, Name FROM Account LIMIT 1") | |
accountId = account["records"][0]["Id"] | |
body = "" | |
with open("text.txt", "r") as f: | |
body = base64.b64encode(f.read()) | |
response = requests.post('https://%s.salesforce.com/services/data/v29.0/sobjects/Attachment/' % instance, | |
headers = { 'Content-Type': 'application/json', 'Authorization': 'Bearer %s' % sessionId }, | |
data = json.dumps({ | |
'ParentId': accountId, | |
'Name': 'rest_test.txt', | |
'body': body | |
}) | |
) | |
print response.text |
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import beatbox | |
import base64 | |
userName = '' | |
securityToken = '' | |
password = '' + securityToken | |
svc = beatbox.PythonClient() | |
svc.login(userName, password) | |
body = "" | |
with open("text.txt", "rb") as f: | |
body = base64.b64encode(f.read()) | |
res = svc.query("SELECT Id, Name FROM Account LIMIT 1") | |
accountId = res[0].Id | |
print res[0].Name | |
update_dict = { | |
'type' : 'Attachment', | |
'ParentId' : accountId, | |
'Name' : 'text.txt', | |
'Body' : body | |
} | |
results = svc.create(update_dict) | |
print results |
######
## Query a file from Salesforce Attachment, then download file
######
import requests
from simple_salesforce import Salesforce
userName = ''
password = ''
securityToken = ''
instance = ''
sf = Salesforce(username=userName, password=password, security_token=securityToken)
# retrieve the Body of the attachment you want to download
soql= ("select Id, Name, Body from Attachment where Parent.Id = 'foobar' ")
all_attachments = sf.query(soql)
# since query can return multiple results, let's take the first one for this example
body = all_attachments['records'][0]['Body']
# use requests to get the content, then write
url = 'https://na15.salesforce.com'
url += body
response = requests.get(url, headers=sf.headers)
with open(filename, 'wb') as output:
output.write(response.content)
IMHO,
body = base64.b64encode(f.read())
Should be
body = base64.b64encode(f.read()).decode('utf-8')
for python3 (ie. b64encode method returns a byte in python3, so convert that into a string).
Thanks, very helpful - if anyone ends up here and is looking for similar functionality for files, a more updated and feature-rich option vs. attachments:
from simple_salesforce import Salesforce
userName = ''
password = ''
securityToken = ''
instance = ''
sf = Salesforce(username=userName, password=password, security_token=securityToken)
sessionId = sf.session_id
account = sf.query("SELECT Id, Name FROM Account LIMIT 1")
account_id = account["records"][0]["Id"]
file = "text.txt"
with open(file, "rb") as f:
body = base64.b64encode(f.read()).decode("utf-8")
content_version_result = sf.ContentVersion.create(
dict(
title=file,
PathOnClient=file,
VersionData=body,
)
)
content_version = sf.ContentVersion.get(content_version_result["id"])
document_link = sf.ContentDocumentLink.create(
dict(
ContentDocumentId=content_version["ContentDocumentId"],
LinkedEntityId=account_id,
Visbility="AllUsers",
)
)
print(
f"Linked {document_link["id"]} from file {content_version['ContentDocumentId']} to record {account_id}",
)
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Hi Wade - thanks for this example - really useful. Wondered if you had ever tried to do the opposite operation, downloading an attachment from SF? I am also using simple-salesforce, but it doesn't seem to have much guidance on downloading attachments.