我正在使用 python 銷售人員客戶端 simple_salesforce 在銷售人員中創建機會。我正在嘗試在特定 Opportunity 物件的 Notes & Files 部分上傳 pdf,但找不到任何示例或來源,將不勝感激。
以下是我創造機會的方式:
from simple_salesforce import Salesforce
sf = Salesforce(username=username, password=security_token)
sf.Opportunity.create({'Name':organization_name,'Amount':priceTotal, "Profitability__c": netMargin, "proposal_id__c": proposal_id'), "StageName": "Qualification", "CloseDate": str(date.today())})
uj5u.com熱心網友回復:
我找到了解決方案:
from simple_salesforce import Salesforce
sf = Salesforce(username=username, password=security_token)
try:
# retrieving object id
opportunity_id = opportunity.get('records')[0].get('Id')
file_name = path_of_file
# uploading pdf
fields = {'title' : f"{datetime.today()}",'PathOnClient' : f"{file_name}.pdf",'VersionData' : encoded_string.decode('ascii')}
content_version_id = sf.ContentVersion.create(fields)
query = f"SELECT ContentDocumentId FROM ContentVersion WHERE Id= '{content_version_id['id']}'"
cdId = sf.query(query)
tr = sf.ContentDocumentLink.create({"ContentDocumentId": cdId['records'][0]['ContentDocumentId'],"LinkedEntityId": opportunity_id,"Visibility": "AllUsers"})
print("pdf uploaded")
except Exception as e:
print(e)
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