Create salesforce_utils.py

salesforce_utils.py

@@ -0,0 +1,71 @@
+import requests
+import base64
+import os
+
+# ⚠️ Replace these with your real Salesforce credentials and Connected App values
+USERNAME = "your-username"
+PASSWORD = "your-password"
+SECURITY_TOKEN = "your-security-token"
+CLIENT_ID = "your-client-id"
+CLIENT_SECRET = "your-client-secret"
+LOGIN_URL = "https://login.salesforce.com"  # Use https://test.salesforce.com for sandbox
+
+def get_token():
+    """
+    Authenticates with Salesforce using username-password OAuth2 flow.
+    Returns: access_token, instance_url
+    """
+    url = f"{LOGIN_URL}/services/oauth2/token"
+    payload = {
+        'grant_type': 'password',
+        'client_id': CLIENT_ID,
+        'client_secret': CLIENT_SECRET,
+        'username': USERNAME,
+        'password': PASSWORD + SECURITY_TOKEN
+    }
+    response = requests.post(url, data=payload).json()
+    if 'access_token' in response:
+        return response['access_token'], response['instance_url']
+    else:
+        raise Exception(f"Salesforce login failed: {response}")
+
+def get_salesforce_objects(token, instance_url):
+    """
+    Fetches all Salesforce objects (standard and custom).
+    """
+    headers = {'Authorization': f'Bearer {token}'}
+    url = f"{instance_url}/services/data/v56.0/sobjects"
+    response = requests.get(url, headers=headers)
+    return response.json().get('sobjects', [])
+
+def create_record(object_name, data, token, instance_url):
+    """
+    Creates a record in the given Salesforce object.
+    """
+    headers = {
+        'Authorization': f'Bearer {token}',
+        'Content-Type': 'application/json'
+    }
+    url = f"{instance_url}/services/data/v56.0/sobjects/{object_name}/"
+    response = requests.post(url, json=data, headers=headers)
+    return response.json()
+
+def attach_pdf(record_id, file_path, token, instance_url):
+    """
+    Attaches a PDF file to a Salesforce record using Attachment object.
+    """
+    with open(file_path, "rb") as f:
+        body = base64.b64encode(f.read()).decode()
+
+    data = {
+        "ParentId": record_id,
+        "Name": os.path.basename(file_path),
+        "Body": body
+    }
+    headers = {
+        'Authorization': f'Bearer {token}',
+        'Content-Type': 'application/json'
+    }
+    url = f"{instance_url}/services/data/v56.0/sobjects/Attachment"
+    response = requests.post(url, json=data, headers=headers)
+    return response.json()