Salesforce CLI App

A Python command-line interface for interacting with Salesforce.com

Features

• Authenticate using environment variables
• Display total contact count
• Query contacts by FirstName, LastName, Account.Name, or Email
• Edit contacts with field-by-field updates
  • Multiline Description input using Ctrl+D
  • Preserve original values for unchanged fields
• Verify updates after saving changes
• Backup all contacts to files (sorted by Account and LastName)
  • contacts_backup.txt: Human-readable format
  • contacts_backup.csv: Machine-readable format with column headers

Setup

1. Clone the repository
2. Create and activate a virtual environment:

   python -m venv venv_salesforce
   source venv_salesforce/bin/activate

3. Install dependencies:

   pip install -r requirements.txt

4. Set required environment variables:

   export SALESFORCE_USERNAME_1="your_username"
   export SALESFORCE_PASSWORD_1="your_password"
   export SALESFORCE_SECURITY_TOKEN_1="your_security_token"

Usage

Run the application:

python salesforce.py

Menu Options

1. Query Contacts
   • Enter search criteria
   • View matching contacts
   • Option to edit a contact
2. Backup Contacts
   • Export all contacts to both contacts_backup.txt and contacts_backup.csv (overwrites existing files)
   • Includes: FirstName, LastName, Account.Name, Email, Title, Phone, Description
   • CSV format includes column headers for easy import
   • Sorted by Account.Name then LastName
3. Exit

Editing Contacts

• After querying, select a contact to edit
• Step through editable fields:
  • FirstName
  • LastName
  • Title
  • Email
  • Description (multiline input with Ctrl+D)
• Press Enter to keep current value
• Changes are saved and verified

Requirements

• Python 3.x
• simple_salesforce package