Salesforce Client

The Salesforce Client is the main interface for interacting with the Salesforce API.

Client Types

There are two main client types:

• SalesforceClient - Synchronous client

• AsyncSalesforceClient - Asynchronous client for use with async/await

Basic Usage

 from sf_toolkit import SalesforceClient, cli_login
 from sf_toolkit.data import select
 from sf_toolkit import SObject
 from sf_toolkit.data.fields import IdField, TextField
 # Define an SObject model (fields you care about)
 class Account(SObject):
     Id = IdField()
     Name = TextField()

 # Basic synchronous usage with SF CLI authentication (alias optional)
 with SalesforceClient(login=cli_login()) as sf:
     # Synchronous properties (populated at login)
     print("Available API versions:", sf.versions)
     print("Current user Id:", sf._userinfo.user_id)

     # Raw API GET request (uses the auto-discovered data URL)
     account_describe = sf.get(f"{sf.sobjects_url}/Account/describe")
     print("Account label:", account_describe["label"])

     # Build a SOQL query using the query builder (returns an iterator)
     accounts_iter = select(Account).where(Name__like="Acme%").limit(5).execute()

     # Iterate results (records loaded lazily)
     for acct in accounts_iter:
         print("Got account:", acct.Id, acct.Name)

     # You can also perform other CRUD operations, bulk operations, etc.
     # e.g. sf.post(sf.sobjects_url + "/Account", data={...})

# Client session is automatically closed when exiting the context manager

Asynchronous Usage

The asynchronous client mirrors the synchronous API but is designed for use with Python’s async / await syntax. Use AsyncSalesforceClient in an async context manager and await any network-bound operations (methods ending in _async). Attribute access (like sf.versions and sf._userinfo) remains synchronous (retrieved / cached on login), while actions that call the API are asynchronous.

Minimal example:

import asyncio
from sf_toolkit import AsyncSalesforceClient, cli_login
from sf_toolkit.io import sobject_from_description

async def main():
    # Acquire an authenticated async client (SF CLI auth by default if no alias passed)
    async with AsyncSalesforceClient(login=cli_login()) as sf:
        # Synchronous properties (available after login)
        print("API versions:", sf.versions)
        print("User Id:", sf._userinfo.user_id)

        # Raw async GET request
        account_describe = await sf.get(f"{sf.sobjects_url}/Account/describe")
        print("Account label:", account_describe["label"])

        # Example SOQL query using the high-level query builder (returns an async iterator)
        from sf_toolkit.data import select
        from sf_toolkit import SObject
        from sf_toolkit.data.fields import IdField, TextField

        class Account(SObject):
            Id = IdField()
            Name = TextField()

        # Build and execute query asynchronously
        accounts_iter = await select(Account).where(Name__like="Acme%").limit(5).execute_async()
        async for acct in accounts_iter:
            print("Got account:", acct.Id, acct.Name)

    # Client is automatically closed on exit

if __name__ == "__main__":
    asyncio.run(main())

Common async operations:

• Raw requests: await sf.get(path), await sf.post(path, data=…)

• SOQL via builder: await select(MyObject).where(…).execute_async()

• Bulk / batch helpers expose *_async variants

• Use async for to iterate result sets without loading all rows into memory

Tip: Keep long-running org interactions inside the async with block so the underlying HTTP session can be reused efficiently.

Authentication Methods

The client supports several authentication methods:

• SF CLI authentication (cli_login)

• OAuth Username/Password flow (password_login)

• OAuth JWT Bearer flow (public_key_auth_login)

• OAuth Client Credentials flow (client_credentials_flow_login)

• SOAP Security Token authentication (security_token_login)

• SOAP IP Filtering authentication (ip_filtering_non_service_login / ip_filtering_org_login)

• Auto-selection via lazy_login

See the Authentication section for full details and examples.

Working with multiple connections

You can register and manage multiple connections to different Salesforce orgs:

# Create connections with different names
with (
    SalesforceClient(connection_name="production", login=cli_login("prod-org")) as prod,
    SalesforceClient(connection_name="sandbox", login=cli_login("sandbox-org")) as sandbox
):
        # Now you can use both clients
        prod_versions = prod.versions
        sandbox_versions = sandbox.versions

        # Later, you can retrieve connections by name
        prod_client = SalesforceClient.get_connection("production")
        sandbox_client = SalesforceClient.get_connection("sandbox")