seed-salesforce


Nameseed-salesforce JSON
Version 0.1.1 PyPI version JSON
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home_pagehttps://seed-platform.org
SummaryPackage for connecting SEED data to Salesforce
upload_time2024-10-09 21:38:01
maintainerNone
docs_urlNone
authorNicholas Long
requires_python<3.13,>=3.9
licenseBSD-3-Clause
keywords seed platform building benchmarking salesforce building performance standard
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI No Travis.
coveralls test coverage
            ## SEED Salesforce Connection

The SEED Salesforce connection enables data exchange between a SEED instance and a Salesforce instance.

### Getting Started

Clone this repository, then install the poetry-based dependencies.

```
pip install poetry
poetry install
```

### Configuring

The Salesforce configuration file is needed for this library to function correctly.

#### Salesforce

Copy `salesforce-config-example.json` to `salesforce-config-dev.json` and fill
in with the correct credentials. The format of the Salesforce should contain the following:

```
{
    "instance": "https://<url>.lightning.force.com",
    "username": "user@company.com",
    "password": "secure-password",
    "security_token": "secure-token"
    "domain": ""
}
```

**IMPORTANT:** If you are connecting to a sandbox Salesforce environment, make sure to add "domain": "test" to the `salesforce-config-dev.json` file or authentication will fail.

### Running Tests

Make sure to add and configure the Salesforce configuration file. Note that it must be named `salesforce-config-dev.json` for the tests to run correctly.

Run the tests using:

```
poetry run pytest
```

#### GitHub Actions

The credentials are stored in a GitHub Action Secret. Add the following with correctly filled out information to a secret key named SALESFORCE_CONFIG:

Note that double quotes must be escaped.

```
{
    \"instance\": \"https://<environment>.lightning.force.com\",
    \"username\": \"user@somedomain.com\",
    \"password\": \"alongpassword!asdf\",
    \"security_token\": \"access1key2with3numbers\",
    \"domain\": \"test\"
}
```

            

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