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.
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() or sf_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:
sObject field first (indicates the record’s object if multiple objects returned in the results)Id, id, sf__Id)Success, success, sf_Success)Created, created, sf__Created)Error, error, errors, errors.statusCode, errors.fields, errors.message, sf__Error)Name, Phone, etc.)Account.Id, Owner.Name, etc.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:
sf_query_bulk() ==> sf_run_bulk_query()sf_bulk_operation() ==> sf_run_bulk_operation()sf_run_report()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().
Fix bug that prevented enabling PKChunking in Bulk 1.0 queries. Users can now specify using TRUE/FALSE or details like chunkSize that imply TRUE. 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.
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 jobs
Add 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.
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 using content(..., 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
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 of rforcecom.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() and sf_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 in sf_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 the DuplicateRuleHeader. If you would like to have certain assignment rule run on newly created records, then pass in the AssignmentRuleHeader (#4, #5)
Add new function sf_undelete() which will take records out of the Recycle Bin
Add new function sf_empty_recycle_bin() which will remove records permanently from the Recycle Bin
Add new function sf_merge() which combines up to 3 records of the same type into 1 record (#22)
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, and column_delimiter) where not being passed down from the top level generic functions like sf_create(), sf_update(), etc. However, line_ending has now been moved into the sf_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)
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 records
Create internal functions that explicitly call each API for an operation. For example, sf_create() routes into sf_create_soap(), sf_create_rest(), and sf_bulk_operation().
Add sf_search() with REST and SOAP API support for SOSL and free text search
Add sf_describe_objects() with REST and SOAP API to return object metadata
Add REST API support for upsert (sf_upsert())
Add SOAP API support for the following operations:
sf_create()sf_update()sf_delete()sf_retrieve()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.
sf_user_info() returning argument 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 using token_avaiable(). Replace with sf_auth_check() so now it considers a session or a token to be “available” (#1).
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:
sf_create()sf_retrieve()sf_update()sf_upsert()sf_delete()Backwards compatible versions of RForcecom package functions:
rforcecom.login()rforcecom.getServerTimestamp()rforcecom.query()rforcecom.bulkQuery()rforcecom.create()rforcecom.update()rforcecom.upsert()rforcecom.delete()Basic utility calls:
sf_user_info()sf_server_timestamp()sf_list_rest_api_versions()sf_list_resources()sf_list_api_limits()sf_list_objects()