sf_upsert {salesforcer}

Upsert Records

Description

Upserts one or more new records to your organization’s data.

Usage

sf_upsert(
  input_data,
  object_name,
  external_id_fieldname,
  api_type = c("SOAP", "REST", "Bulk 1.0", "Bulk 2.0"),
  guess_types = TRUE,
  control = list(...),
  ...,
  all_or_none = deprecated(),
  verbose = FALSE
)

Arguments

input_data

named vector, matrix, data.frame, or tbl_df; data can be coerced into a data.frame. If performing an update, upsert, or delete operation, then one column or field must be the Id of the record to modify or delete.

object_name

character; the name of the Salesforce object that the function is operating against (e.g. "Account", "Contact", "CustomObject__c").

external_id_fieldname

character; string identifying a custom field on the object that has been set as an "External ID" field. This field is used to reference objects during upserts to determine if the record already exists in Salesforce or not.

api_type

character; one of "REST", "SOAP", "Bulk 1.0", or "Bulk 2.0" indicating which API to use when making the request.

guess_types

logical; indicating whether or not to use col_guess() to try and cast the data returned in the recordset. If TRUE then col_guess() is used, if FALSE then all fields will be returned as character. This is helpful when col_guess() will mangle field values in Salesforce that you'd like to preserve during translation into a tbl_df, like numeric looking values that must be preserved as strings ("48.0").

control

list; a list of parameters for controlling the behavior of the API call being used. For more information of what parameters are available look at the documentation for sf_control.

...

arguments passed to sf_control or further downstream to sf_bulk_operation

all_or_none

logical; allows a call to roll back all changes unless all records are processed successfully.

verbose

logical; an indicator of whether to print additional detail for each API call, which is useful for debugging. More specifically, when set to TRUE the URL, header, and body will be printed for each request, along with additional diagnostic information where available.

Value

tbl_df of records with success indicator

Examples

## Not run: 
n <- 2
new_contacts <- tibble(FirstName = rep("Test", n),
                       LastName = paste0("Contact-Create-", 1:n),
                       My_External_Id__c=letters[1:n])
new_contacts_result <- sf_create(new_contacts, object_name="Contact")

upserted_contacts <- tibble(FirstName = rep("Test", n),
                            LastName = paste0("Contact-Upsert-", 1:n),
                            My_External_Id__c=letters[1:n])
new_record <- tibble(FirstName = "Test",
                     LastName = paste0("Contact-Upsert-", n+1),
                     My_External_Id__c=letters[n+1])
upserted_contacts <- bind_rows(upserted_contacts, new_record)

upserted_contacts_result1 <- sf_upsert(upserted_contacts, 
                                       object_name="Contact", 
                                       "My_External_Id__c")

## End(Not run)