SalesforceClient
Attributes
TRIGGER_OPERATIONS
module-attribute
TRIGGER_OPERATIONS: Dict[str, Dict[str, Any]] = {'GetOnNewItems': {'operation_id': 'GetOnNewItems', 'path': '/{connectionId}/datasets/default/tables/{table}/onnewitems', 'method': 'get', 'required_parameters': ['table'], 'callback_payload_type': 'ItemsList'}, 'GetOnUpdatedItems': {'operation_id': 'GetOnUpdatedItems', 'path': '/{connectionId}/datasets/default/tables/{table}/onupdateditems', 'method': 'get', 'required_parameters': ['table'], 'callback_payload_type': 'ItemsList'}}
Classes
TablesList
dataclass
GetItemByExternalIdResponse
dataclass
ItemsList
dataclass
ObjectEntity
dataclass
GetAllJobsResponse
dataclass
CheckJobResponse
dataclass
CheckJobResponse(apex_processing_time: Optional[float] = None, api_active_processing_time: Optional[float] = None, api_version: Optional[float] = None, column_delimiter: Optional[str] = None, concurrency_mode: Optional[str] = None, content_type: Optional[str] = None, content_url: Optional[str] = None, created_by_id: Optional[str] = None, created_date: Optional[str] = None, external_field_name: Optional[str] = None, id: Optional[str] = None, job_type: Optional[str] = None, line_ending: Optional[str] = None, object: Optional[str] = None, operation: Optional[str] = None, retries: Optional[float] = None, state: Optional[str] = None, system_mod_stamp: Optional[str] = None, total_processing_time: Optional[float] = None)
Response for Get job info
Attributes
apex_processing_time
class-attribute
instance-attribute
apex_processing_time: Optional[float] = field(default=None, metadata={'wire_name': 'apexProcessingTime'})
APEX Processing Time
api_active_processing_time
class-attribute
instance-attribute
api_active_processing_time: Optional[float] = field(default=None, metadata={'wire_name': 'apiActiveProcessingTime'})
API Active Processing Time
api_version
class-attribute
instance-attribute
API Version
column_delimiter
class-attribute
instance-attribute
Column Delimiter
concurrency_mode
class-attribute
instance-attribute
Concurrency Mode
content_type
class-attribute
instance-attribute
Content Type
content_url
class-attribute
instance-attribute
Content URL
created_by_id
class-attribute
instance-attribute
Created By ID
created_date
class-attribute
instance-attribute
Created Date
external_field_name
class-attribute
instance-attribute
external_field_name: Optional[str] = field(default=None, metadata={'wire_name': 'externalFieldName'})
External Field Name
job_type
class-attribute
instance-attribute
Job Type
line_ending
class-attribute
instance-attribute
Line Ending
JobInfo
dataclass
JobInfo(api_version: Optional[float] = None, column_delimiter: Optional[str] = None, concurrency_mode: Optional[str] = None, content_type: Optional[str] = None, content_url: Optional[str] = None, created_by_id: Optional[str] = None, created_date: Optional[str] = None, external_id_field_name: Optional[str] = None, id: Optional[str] = None, job_type: Optional[str] = None, line_ending: Optional[str] = None, object: Optional[str] = None, operation: Optional[str] = None, state: Optional[str] = None, system_modstamp: Optional[str] = None)
Response for Close or abort a job
Attributes
api_version
class-attribute
instance-attribute
API Version
column_delimiter
class-attribute
instance-attribute
Column Delimiter
concurrency_mode
class-attribute
instance-attribute
Concurrency Mode
content_type
class-attribute
instance-attribute
Content Type
content_url
class-attribute
instance-attribute
Content URL
created_by_id
class-attribute
instance-attribute
Created By ID
created_date
class-attribute
instance-attribute
Created Date
external_id_field_name
class-attribute
instance-attribute
external_id_field_name: Optional[str] = field(default=None, metadata={'wire_name': 'externalIdFieldName'})
External ID Field Name
job_type
class-attribute
instance-attribute
Job Type
line_ending
class-attribute
instance-attribute
Line Ending
SOSLSearchQueryResponse
dataclass
SOSLSearchQueryResponse(search_records: Optional[List[SearchRecordObject]] = None, metadata: Optional[Dict[str, Any]] = None)
ObjectWithoutType
dataclass
MCPQueryResponse
dataclass
MCPQueryResponse(jsonrpc: Optional[str] = None, id: Optional[str] = None, method: Optional[str] = None, params: Optional[Dict[str, Any]] = None, result: Optional[Dict[str, Any]] = None, error: Optional[Dict[str, Any]] = None)
Response for MCP server for Salesforce
CreateJobResponse
dataclass
CreateJobResponse(object: Optional[str] = None, operation: Optional[str] = None, column_delimiter: Optional[str] = None, external_id_field_name: Optional[str] = None, line_ending: Optional[str] = None, content_type: Optional[str] = None, api_version: Optional[float] = None, concurrency_mode: Optional[str] = None, content_url: Optional[str] = None, created_by_id: Optional[str] = None, created_date: Optional[str] = None, id: Optional[str] = None, job_type: Optional[str] = None, state: Optional[str] = None, system_modstamp: Optional[str] = None)
Response for Create a job
Attributes
object
class-attribute
instance-attribute
The object type for the data being processed.
operation
class-attribute
instance-attribute
The processing operation for the job.
column_delimiter
class-attribute
instance-attribute
The column delimiter used for CSV job data.
external_id_field_name
class-attribute
instance-attribute
external_id_field_name: Optional[str] = field(default=None, metadata={'wire_name': 'externalIdFieldName'})
The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
line_ending
class-attribute
instance-attribute
The line ending used for CSV job data, marking the end of a data row.
content_type
class-attribute
instance-attribute
The content type for the job.
api_version
class-attribute
instance-attribute
The API version that the job was created in.
concurrency_mode
class-attribute
instance-attribute
The concurrency mode for the job.
content_url
class-attribute
instance-attribute
The URL to use for Upload Job Data requests for this job. Only valid if the job is in 'Open' state.
created_by_id
class-attribute
instance-attribute
The ID of the user who created the job.
created_date
class-attribute
instance-attribute
The date and time in the UTC time zone when the job was created.
job_type
class-attribute
instance-attribute
The job's type.
state
class-attribute
instance-attribute
The current state of processing for the job.
GetItemResponse
dataclass
PatchItemInput
dataclass
PatchItemResponse
dataclass
PatchItemByExternalIdInput
dataclass
PatchItemByExternalIdResponse
dataclass
PostItemInput
dataclass
PostItemResponse
dataclass
ExternalIdFieldsList
dataclass
TableMetadata
dataclass
TableMetadata(name: Optional[str] = None, title: Optional[str] = None, x_ms_permission: Optional[str] = None, x_ms_capabilities: Optional[TableCapabilitiesMetadata] = None, schema: Optional[ObjectEntity] = None, referenced_entities: Optional[ObjectEntity] = None, web_url: Optional[str] = None)
Response for GetMetadataForGetItem
Attributes
x_ms_permission
class-attribute
instance-attribute
Table permission
BlobDataSetsMetadata
dataclass
BlobDataSetsMetadata(source: Optional[str] = None, display_name: Optional[str] = None, url_encoding: Optional[str] = None)
Definition: BlobDataSetsMetadata
Attributes
display_name
class-attribute
instance-attribute
Blob dataset display name
CreateJobParameters
dataclass
CreateJobParameters(object: Optional[str] = None, operation: Optional[str] = None, column_delimiter: Optional[str] = None, external_id_field_name: Optional[str] = None, line_ending: Optional[str] = None, content_type: Optional[str] = None)
Definition: CreateJobParameters
Attributes
object
class-attribute
instance-attribute
The object type for the data being processed.
operation
class-attribute
instance-attribute
The processing operation for the job.
column_delimiter
class-attribute
instance-attribute
The column delimiter used for CSV job data.
external_id_field_name
class-attribute
instance-attribute
external_id_field_name: Optional[str] = field(default=None, metadata={'wire_name': 'externalIdFieldName'})
The external ID field in the object being updated. Only needed for upsert operations. Field values must also exist in CSV job data.
line_ending
class-attribute
instance-attribute
The line ending used for CSV job data, marking the end of a data row.
DataSet
dataclass
DataSet(name: Optional[str] = None, display_name: Optional[str] = None, query: Optional[List[PassThroughNativeQuery]] = None)
Definition: DataSet
Attributes
name
class-attribute
instance-attribute
Dataset name
display_name
class-attribute
instance-attribute
Dataset display name
DataSetsList
dataclass
DataSetsMetadata
dataclass
DataSetsMetadata(tabular: Optional[TabularDataSetsMetadata] = None, blob: Optional[BlobDataSetsMetadata] = None)
Definition: DataSetsMetadata
ExecuteSoqlQueryParameters
dataclass
ExecuteSoqlQueryParameters(query: Optional[str] = None, parameters: Optional[Dict[str, Any]] = None)
Definition: ExecuteSoqlQueryParameters
Attributes
query
class-attribute
instance-attribute
SOQL Query text. Dynamic parameters can be specified using '@paramName' syntax.
ExternalIdField
dataclass
Definition: ExternalIdField
Attributes
name
class-attribute
instance-attribute
Name of the external ID field, used at runtime.
PassThroughNativeQuery
dataclass
Procedure
dataclass
Definition: Procedure
Table
dataclass
Table(name: Optional[str] = None, display_name: Optional[str] = None, dynamic_properties: Optional[Dict[str, Any]] = None)
Definition: Table
Attributes
name
class-attribute
instance-attribute
The name of the table. The name is used at runtime.
display_name
class-attribute
instance-attribute
The display name of the table.
TableCapabilitiesMetadata
dataclass
TableCapabilitiesMetadata(sort_restrictions: Optional[TableSortRestrictionsMetadata] = None, filter_restrictions: Optional[TableFilterRestrictionsMetadata] = None, select_restrictions: Optional[TableSelectRestrictionsMetadata] = None, is_only_server_pagable: Optional[bool] = None, filter_function_support: Optional[List[str]] = None, server_paging_options: Optional[List[str]] = None)
Definition: TableCapabilitiesMetadata
Attributes
is_only_server_pagable
class-attribute
instance-attribute
is_only_server_pagable: Optional[bool] = field(default=None, metadata={'wire_name': 'isOnlyServerPagable'})
Server paging restrictions
TableFilterRestrictionsMetadata
dataclass
TableFilterRestrictionsMetadata(filterable: Optional[bool] = None, non_filterable_properties: Optional[List[str]] = None, required_properties: Optional[List[str]] = None)
Definition: TableFilterRestrictionsMetadata
Attributes
filterable
class-attribute
instance-attribute
Indicates whether this table has filterable columns
TableSelectRestrictionsMetadata
dataclass
TableSortRestrictionsMetadata
dataclass
TableSortRestrictionsMetadata(sortable: Optional[bool] = None, unsortable_properties: Optional[List[str]] = None, ascending_only_properties: Optional[List[str]] = None)
Definition: TableSortRestrictionsMetadata
Attributes
sortable
class-attribute
instance-attribute
Indicates whether this table has sortable columns
TabularDataSetsMetadata
dataclass
TabularDataSetsMetadata(source: Optional[str] = None, display_name: Optional[str] = None, url_encoding: Optional[str] = None, table_display_name: Optional[str] = None, table_plural_name: Optional[str] = None)
Definition: TabularDataSetsMetadata
Attributes
display_name
class-attribute
instance-attribute
Dataset display name
url_encoding
class-attribute
instance-attribute
Dataset url encoding
table_display_name
class-attribute
instance-attribute
Table display name
CreateJobRequest
dataclass
CreateJobRequest(column_delimiter: Optional[str] = None, external_id_field_name: Optional[str] = None, line_ending: Optional[str] = None, object: Optional[str] = None, operation: Optional[str] = None)
Definition: CreateJobRequest
Attributes
column_delimiter
class-attribute
instance-attribute
Column Delimiter
external_id_field_name
class-attribute
instance-attribute
external_id_field_name: Optional[str] = field(default=None, metadata={'wire_name': 'externalIdFieldName'})
External ID Field Name
line_ending
class-attribute
instance-attribute
Line Ending
InstanceUrlResponse
dataclass
GetCurrentUserInfoResponse
dataclass
SearchRecordObject
dataclass
Definition: SearchRecordObject
CloseJobRequest
dataclass
MCPQueryRequest
dataclass
MCPQueryRequest(jsonrpc: Optional[str] = None, id: Optional[str] = None, method: Optional[str] = None, params: Optional[Dict[str, Any]] = None, result: Optional[Dict[str, Any]] = None, error: Optional[Dict[str, Any]] = None, callback_endpoint: Optional[str] = None)
Definition: MCPQueryRequest
SalesforceClient
SalesforceClient(connection_runtime_url: str, token_provider: Optional[TokenProvider] = None, options: Optional[ConnectorClientOptions] = None)
Bases: ConnectorClientBase
Typed client for salesforce connector.
Initialize a SalesforceClient.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
connection_runtime_url
|
str
|
The connection runtime URL from Azure Portal. |
required |
token_provider
|
Optional[TokenProvider]
|
Optional token provider. Defaults to ManagedIdentityTokenProvider. |
None
|
options
|
Optional[ConnectorClientOptions]
|
Optional connector client options. |
None
|
Methods:
get_tables_async
async
Get object types
This operation lists the available Salesforce object types.
get_item_by_external_id_async
async
get_item_by_external_id_async(table: str, external_id_field: str, external_id: str) -> dict[str, Any] | None
Get a Record by External ID
This operation retrieves a record using an external ID.
get_items_async
async
get_items_async(table: str, filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get records
This operation gets records of a certain Salesforce object type like 'Leads'.
get_items_table_account_async
async
get_items_table_account_async(filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get Account records from Salesforce
This operation gets Account records from Salesforce.
get_items_table_user_async
async
get_items_table_user_async(filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get User records from Salesforce
This operation gets User records from Salesforce.
get_items_table_case_async
async
get_items_table_case_async(filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get Case records from Salesforce
This operation gets Case records from Salesforce.
get_items_table_opportunity_async
async
get_items_table_opportunity_async(filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get Opportunity records from Salesforce
This operation gets Opportunity records from Salesforce.
get_items_table_product2_async
async
get_items_table_product2_async(filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get Product records from Salesforce
This operation gets Product records from Salesforce.
get_items_table_contact_async
async
get_items_table_contact_async(filter: Optional[str] = None, orderby: Optional[str] = None, top: Optional[int] = None, skip: Optional[int] = None, select: Optional[str] = None) -> dict[str, Any] | None
Get Contact records from Salesforce
This operation gets Contact records from Salesforce.
delete_item_async
async
Delete record
This operation deletes a record.
execute_soql_query_async
async
Execute a SOQL query
Execute a SOQL query.
get_all_jobs_async
async
get_all_jobs_async(concurreny_mode: Optional[str] = None, is_pk_chunking_enabled: Optional[bool] = None, job_type: Optional[str] = None, query_locator: Optional[str] = None) -> dict[str, Any] | None
Get all jobs
Get a list of all jobs
upload_job_data_async
async
Upload job data
Uploads data for a job using CSV data.
get_job_info_async
async
Get job info
Retrieves detailed information about a job.
close_job_async
async
Close or abort a job
Closes or aborts a job. Use UploadComplete to close a job, or Aborted to abort a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can't add any additional job data. If you abort a job, the job does not get queued or processed.
delete_job_async
async
Delete a job
Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
get_job_record_results_async
async
Get job results
Retrieves a list of records based on the result type for a completed job.
execute_sosl_query_async
async
Execute SOSL search query
Execute the specified SOSL search qyery
http_request_async
async
Send an HTTP request
Construct a Salesforce REST API request to invoke
mcp_salesforce_management_async
async
mcp_salesforce_management_async(input: MCPQueryRequest, session_id: Optional[str] = None) -> dict[str, Any] | None
MCP server for Salesforce
MCP server for Salesforce
create_job_async
async
Create a job
Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing. Provide job data via an Upload Job Data request.
get_item_async
async
Get record
This operation gets a record.
patch_item_async
async
patch_item_async(input: PatchItemInput, table: str, id: str, select: Optional[str] = None) -> dict[str, Any] | None
Update record
This operation updates a record and allows null values.
patch_item_by_external_id_async
async
patch_item_by_external_id_async(input: PatchItemByExternalIdInput, table: str, external_id_field: str, external_id: str) -> dict[str, Any] | None
Insert or Update (Upsert) a Record by External ID
This operation inserts or updates (upserts) a record using an external ID.
post_item_async
async
Create record
This operation creates a record and allows null values.
get_external_id_fields_async
async
Get External ID Fields
This operation retrieves external ID fields of Salesforce object type.
get_metadata_for_get_item_async
async
GetMetadataForGetItem
get_metadata_for_patch_item_async
async
GetMetadataForPatchItem
get_metadata_for_post_item_async
async
GetMetadataForPostItem