In stand-together-foundation/stfForce: What the Package Does (One Line, Title Case)

knitr::opts_chunk$set(
  collapse = TRUE,
  comment = "#>",
  fig.path = "man/figures/README-",
  out.width = "100%"
)

stfForce

The goal of stfForce is to provide a wrapper to the SalesForce API and the salesforcer. package.

This package will be specifically geared toward users from the Stand Together Foundation, but may be generally useful to others.

Installation

You can install the development version from GitHub with:

# install.packages("devtools")
devtools::install_github("stand-together-foundation/stfForce")

Example

To get started working with stfForce, users should load the package along with the tidyverse package, and set their SalesForce credentials.

library(stfForce)
library(salesforcer)
library(tidyverse)

sf_store_creds(
  username = "YOUR USERNAME GOES HERE", 
  password = "YOUR PASSWORD GOES HERE", 
  token = "YOUR TOKEN GOES HERE"
)

`%notin%` <- Negate(`%in%`)

get_concept_tibble <- function(concept = NULL) {
  compound_fields <- sf_describe_object_fields(concept) %>% 
    .$compoundFieldName %>%
    unique() %>%
    na.omit()
  all_fields <- sf_describe_object_fields(concept) %>% 
    .$name
  get_fields <- all_fields[all_fields %notin% compound_fields]
  get_fields_txt <- paste(get_fields, collapse=", ")
  query_string <- paste0('SELECT ', get_fields_txt, ' FROM ', concept)
  tib <- sf_query_bulk(soql = query_string, guess_types = FALSE)
  return(tib)
}

dedup_concept_tibble <- function(tib = NULL, grouper = 'Organization__c') {
  tib_full <- tib %>% 
    mutate(
      updated_at = lubridate::as_datetime(SystemModstamp)
    )

  tib_current <- inner_join(
    tib_full %>% 
      group_by(across(starts_with(grouper))) %>% 
      summarise(
        latest_updated_at = max(updated_at)
      ), 
    tib_full, 
    by = c(grouper, 'latest_updated_at' = 'updated_at')
  )

  return(tib_current)
}

organizations <- get_concept_tibble(concept = 'Account')
evaluations <- get_concept_tibble(concept = 'Evaluation__c')
referrals <- get_concept_tibble(concept = 'Referral__c')
opportunities <- get_concept_tibble(concept = 'Opportunity') 
assessments <- get_concept_tibble(concept = 'Assessment__c')