Changelog
Source:NEWS.md
salesforcer 1.0.2
Dependencies
Increment the package’s default Salesforce API version to 61.0 (Summer ’24).
Remove deprecation warning for basic authentication (password and security token) because many users have found that it’s still possible to use for programmatic (API-based) access even if their org requires users to log in via multi-factor authentication. (#128)
Features
- Add two new datetime formats that will automatically be parsed if they appear in the query recordset
"%m-%d-%Y %H:%M"
and"%d-%m-%Y %H:%M"
. (#127)
Bug fixes
Fix bug that caused Bulk 1.0 queries using the PKChunking option to error out because the query info returned a vector of IDs instead of one which was expected by the
sf_batch_status_bulk()
function. (#124)Explicitly specify the column name repair method for all
as_tibble()
andas_tibble_row()
function calls because this could be causing issues when parsing and binding query recordsets. (#124)
salesforcer 1.0.1 release
CRAN release: 2022-03-01
Dependencies
- Increase the package’s default Salesforce API version to 54.0 (Spring ’22)
- Added a deprecation warning that using basic authentication (password and security token) will no longer work since Salesforce announced that all customers will be migrated to MFA beginning February 1st, 2022 (link). Many thanks to @klaw2 for highlighting in #113.
- Remove deprecated use of
dplyr::across()
and add logic to circumvent a new warning emitted byreadr::type_convert()
when no character columns are present
salesforcer 1.0.0 release
CRAN release: 2021-07-06
Dependencies
Increase the package’s default Salesforce API version to 52.0 (Summer ’21).
Remove uses of {RForcecom} after it was archived on CRAN on 6/8/2021 (#101)
Remove LazyData option in DESCRIPTION since
data()
is not utilizedDeprecate argument in
sf_write_csv()
frompath
tofile
as was done in {readr} v1.4.0.Deprecate argument
bind_using_character_cols
because we will always need to bind as character and then parse ifguess_types=TRUE
. Per comments in tidyverse/readr#588 and tidyverse/readr#98, we must read all of the data as character first and then usetype_convert()
to ensure that we use all values in the column to guess the type. The default forread_csv()
is to only use the first 1,000 rows and itsguess_max
argument cannot be set toInf
.-
Change lifecycle status from “Maturing” to “Status” per the retirement of “Maturing” in the {lifecycle} package. The documentation notes:
Previously we used as maturing for functions that lay somewhere between experimental and stable. We stopped using this stage because, like questioning, it’s not clear what actionable information this stage delivers.
In addition, the lifecycle guidance states that experimental packages have version numbers less than 1.0.0 and may have major changes in its future. The {salesforcer} package has achieved a stable state with core functionality implemented and a focus on backwards compatibility due to the volume of users.
Features
Improve documentation to retrieve the access token or session ID after authentication (#97)
Improve parsing of Bulk API query recordsets from CSV where all values in the column will be used to guess the type instead of the first 1000.
Bug fixes
Generalize the date and datetime parsing mechanism, such that, reports with date and datetime fields are not returned as NA (#93)
Fix the format of the
OwnerChangeOptions
header so it is accepted (#94)Fix bug that caused Bulk 2.0 calls to crash when the results had datetime fields in the recordset (#95)
salesforcer 0.2.2 release
CRAN release: 2020-09-09
Dependencies
- This release relaxes the dependency on {dplyr} and brings back use of
rbindlist()
from {data.table} because of limitations ofdplyr::bind_rows()
. As noted in (tidyverse/dplyr#5429) {dplyr} will only support binding data.frames or lists of data.frames, not a list of lists which is needed in some applications of the {salesforcer} package. - Due to other recent changes between {vctrs} and {dplyr}, you may now see the following warning displayed when loading {salesforcer}, which is emitted by the loading of {dplyr}:
salesforcer 0.2.1 release
Dependencies
-
CAUTION: This release requires {dplyr 1.0.0} because {dplyr 1.0.1} introduced a bug in
bind_rows()
with how it binds lists where the list elements have differing lengths. This is documented in tidyverse/dplyr#5417 and r-lib/vctrs#1073. The timeline for a fix is unknown as of Aug 16, 2020. You can install the older version of {dplyr} using the following command:
remotes::install_version("dplyr", "1.0.0")
Features
- Add support for the
defaultLimit
argument insf_search()
to be able to restrict the number of records from each individual object when searching across one or more objects. - Add support for updating attachments with the
sf_update_attachments()
function (#79). - Add support for downloading attachments just by its Id. In addition, the
sf_download_attachment()
function returns the file path of the downloaded content instead of a logical indicating success.
Bug fixes
- Fix bug introduced in {salesforcer 0.2.0} which could not stack records with errors longer than length 1. The new solution is to always return the
errors
column as a list, which is coerced to length 1 for the record (#66). - Fix bug in
sf_search()
that was passing"true"/"false"
instead of actual boolean value for thespellCorrection
parameter in the POST body.
salesforcer 0.2.0 release
CRAN release: 2020-07-21
Dependencies
- CAUTION: This release only has automated test coverage on R 4.0.0 or greater. Users should still be able to install and run using R (>= 3.6.0). However, it is recommended to upgrade to R 4.0.0 or greater.
Features
Add experimental support for the Reports and Dashboards REST API.
Add support for Bulk 2.0 queries that was added in Salesforce version 47.0 (Winter ’20). CAUTION: The Bulk 2.0 API is now the default API when using
sf_query_bulk()
orsf_run_bulk_query()
. Please test prior to upgrading in a production environment where you are running bulk queries.-
Standardize the column order and format of query and CRUD operations that prioritizes the object type and Ids over other fields and finaly relationship fields. CAUTION: This will switch up the order of the columns returned by your existing code. Please test prior to upgrading in a production environment where column ordering is a breaking change. For example we prioritize the following fields in queries alphabetically within this prioritization waterfall:
- The
sObject
field first (indicates the record’s object if multiple objects returned in the results) - The Id field second (
Id
,id
,sf__Id
) - Salesforce record success status (
Success
,success
,sf_Success
) - Salesforce record created status (
Created
,created
,sf__Created
) - Salesforce record error(s) status (
Error
,error
,errors
,errors.statusCode
,errors.fields
,errors.message
,sf__Error
) - All other fields from the target object (e.g.
Name
,Phone
, etc.) - Relationship fields (fields from a parent or child of the target). For example, anything typically containing a dot like
Account.Id
,Owner.Name
, etc.
- The
-
Standardize the names of functions that submit long running jobs to Salesforce. These functions now all start with
sf_run_*
. However, the original names have been aliased to the new names so this version will acknowledge the old function names without deprecation warning.For example, the new names are: Add support for logging in with a proxy without having to use OAuth 2.0 as the authentication method. When proxy support was first implemented in {salesforcer} 0.1.4, it only supported proxy connections when logging in via OAuth 2.0. Now, this untested version of proxy support for basic authentication has been implemented. This means that proxy users should be able to login using just a username, password, and security token if their organization has not implemented OAuth 2.0 or if they do not want to use OAuth 2.0 while logging in via this package.
Add lifecycle badges to signal maturity of different package aspects.
Add two vignettes, one that outlines the query types supported by the package and another that outlines the new report functionality that was introduced in this release.
Add enhanced query test coverage in its own test script.
Remove dependency on {data.table} which does not have a build for R-devel. This should only affect
sf_read_metadata()
.
Bug Fixes
Fix bug that prevented enabling PKChunking in Bulk 1.0 queries. Users can now specify using
TRUE/FALSE
or details likechunkSize
that implyTRUE
. The results are then parsed appropriately by waiting for all individual batches to finish. (#46)Fix bugs in REST and SOAP API queries to prevent infinite looping and mangling results of relationship queries, specifically parent-to-child nested queries. (#19, #35, #38, #54)
Fix bug in REST and SOAP APIs where the creation of a record that fails duplicate rules will return the duplicate match results as well and cause the entire function call to fail because it cannot parse the results. Now only the status code and message are returned and the function will execute successfully even if the record has not been created due to the rule.
salesforcer 0.1.4 release
CRAN release: 2020-06-13
Features
Rebuilt package against R 4.0 (no issues observed with 3.6.3, 4.0.0, 4.0.1) (#53)
Upgrade to Salesforce version 48.0 (Spring ’20) from version 46.0 (Summer ’19)
Add support for connections through a proxy by setting in package options (#32)
CRUD operations now automatically cast date and datetime (Date, POSIXct, POSIXlt, POSIXt) formats into an accepted string format recognized by Salesforce (
YYYY-MM-DDThh:mm:ss.sssZ
).Add
batch_size
argument to support specifying custom batch sizes for Bulk jobsAdd
sf_convert_lead()
which takes leads and will associate them to the corresponding Accounts, Contacts, and Opportunities as directed in the input along with many other options to send an email to the new owner, block the opportunity creation, and more.Add
sf_create_attachment()
along with a vignette that better describes how to interact with attachments and other blob data.Add Attachment and Metadata vignettes along with updated Bulk vignette.
Bug Fixes
Fix issue where REST query was not correctly passing and honoring the batch size control argument to paginate results
Fix issue in results of REST query pagination where the function was looping infinitely because of a bug in the implementation that would continue using the same
next_records_url
that was previously passed into the function (#54)Fix issue where the results of Bulk 1.0 query batches where returning fewer rows than expected because of using
content(..., as="text")
which truncated the results instead of usingcontent(..., type="text/csv")
(#54)Fix issue where the details of an object’s picklist contains NULLs (e.g. the
validFor
entry of a picklist value is NULL) so now it is replaced with NA and then can be bound together into a data.frame (#27)Fix issue where NA values in create, update, and upsert operations where setting the fields to blank in Bulk APIs, but not the SOAP or REST APIs. Now NA values in a record will set the field to blank across all APIs (#29)
Fix issue where supplying all NA values in the Id field for certain operations would result in a cryptic error message (
"BAD_REQUEST: Unsupported Tooling Sobject Type"
); the affected operations are: delete, undelete, emptyRecycleBin, retrieve, update, and findDuplicatesByIds
salesforcer 0.1.3 release
CRAN release: 2019-06-10
Features
Upgrade to version 46.0 (Summer ’19) from version 45.0 (Spring ’19)
Add RForcecom backward compatible version of
rforcecom.getObjectDescription()
Add
sf_describe_object_fields()
which is a tidier version ofrforcecom.getObjectDescription()
Allow users to control whether query results are kept as all character or the types are guessed (#12)
Add
sf_get_all_jobs_bulk()
so that users can see retrieve details for all bulk jobs (#13)Add new utility functions
sf_set_password()
andsf_reset_password()
(#11)Add two new functions to check for duplicates (
sf_find_duplicates()
,sf_find_duplicates_by_id()
) (#4)Add new function to download attachments to disk (
sf_download_attachment()
) (#20)Add functionality to infer the
object_name
argument, required for bulk queries, if left blank.Add
control
argument to most all package functions and dots (...
) which allows for more than a dozen different control parameters listed insf_control()
to be fed into existing function calls to tweak the default behavior. For example, if you would like to override duplicate rules then you can adjust theDuplicateRuleHeader
. If you would like to have certain assignment rule run on newly created records, then pass in theAssignmentRuleHeader
(#4, #5)Add new function
sf_undelete()
which will take records out of the Recycle BinAdd new function
sf_empty_recycle_bin()
which will remove records permanently from the Recycle BinAdd new function
sf_merge()
which combines up to 3 records of the same type into 1 record (#22)
Bug Fixes
Fix bug where Username/Password authenticated sessions where not working with api_type = “Bulk 1.0”
Fix bug where Bulk 1.0 queries that timeout hit an error while trying to abort since that only supported aborting Bulk 2.0 jobs (#13)
Fix bug that had only production environment logins possible because of hard coding (@weckstm, #18)
Enhance
sf_describe_object_fields()
to be robust against nested list elements and also return picklist labels and their values as a tibble (#16)Fix bug where four of the bulk operation options (
content_type
,concurrency_mode
,line_ending
, andcolumn_delimiter
) where not being passed down from the top level generic functions likesf_create()
,sf_update()
, etc. However,line_ending
has now been moved into thesf_control
function so it is no longer explicitly listed for bulk operations as an argument. (@mitch-niche, #23)Ensure that for SOAP, REST, and Bulk 2.0 APIs the verbose argument prints out the XML or JSON along with the URL of the call so it can be replicated via cURL or some other programming language (#8)
salesforcer 0.1.2 release
CRAN release: 2018-04-13
Features
Add support for Bulk 1.0 operations of “create”, “update”, “upsert”, “delete” and “hardDelete”
Bulk 2.0 operations, by default, now return a single
tbl_df
containing all of the successful records, error records, and unprocessed recordsCreate internal functions that explicitly call each API for an operation. For example,
sf_create()
routes intosf_create_soap()
,sf_create_rest()
, andsf_bulk_operation()
.
salesforcer 0.1.1 release
Features
Add
sf_search()
with REST and SOAP API support for SOSL and free text searchAdd
sf_describe_objects()
with REST and SOAP API to return object metadataAdd REST API support for upsert (
sf_upsert()
)-
Add SOAP API support for the following operations:
-
Add Metadata API support for the following operations:
sf_create_metadata()
sf_read_metadata()
sf_update_metadata()
sf_upsert_metadata()
sf_delete_metadata()
sf_describe_metadata()
sf_list_metadata()
sf_rename_metadata()
sf_retrieve_metdata()
sf_deploy_metdata()
Update the default file name for a cached token to
.httr-oauth-salesforcer
so that it does not clash with other package token names.
Bug Fixes
sf_user_info()
returningargument is of length zero
because token is not automatically refreshed before calling GET.sf_token()
ignoring basic authorized sessions since it was only looking for a token usingtoken_avaiable()
. Replace withsf_auth_check()
so now it considers a session or a token to be “available” (#1).
salesforcer 0.1.0 release
Features
OAuth 2.0 and Basic authentication methods (
sf_auth()
)Query operations via REST and Bulk APIs (
sf_query()
)-
CRUD operations (Create, Retrieve, Update, Delete) for REST and Bulk APIs:
-
Backwards compatible versions of RForcecom package functions:
-
Basic utility calls: