This is helpful in cases when you need to merge data from different Salesforce objects into a single dataset. You can query more than one object at a time using relationship queries. Simple Salesforce provides the method query_all to fetch data using SOQL. The Salesforce object API name is: UserInstall_c. Run the following command to check all the field names of the Salesforce object using Python.Find the object and field API names by navigating to the following: Org Instance URL -> Setup -> Object Manager -> Field & Relationships.For additional details about SOQL and its limitations, refer to the SOQL documentation. Query the Salesforce data directly by using SOQL, which is similar to Structured Query Language(SQL) but applies only to Salesforce data. csv file as a DataFrame for further data manipulation. There are two different options for getting data from Salesforce into a DataFrame in Python: one via downloading a Salesforce report and the other through querying the data using SOQL.ĭownload the pre-built custom Salesforce report by using the Python Requests get() method and providing your Salesforce Instance URL and the ID of the report to be downloaded. Note: Be sure to protect your passwords and keys you can set environment variables for these credentials within your script. If you don’t see this option, contact your Salesforce admin. Then click on Reset My Security Token under My Personal Information, which will send you the details via email. If you don’t have a security token, log into your Salesforce account and go to the settings page. Reach out to your Salesforce admin for API access.ī. The Salesforce function allows you to connect to the API (you will need API access and your Salesforce credentials). The first step is to install the Python package, which allows you to import all of the required packages into your Python file.Ģ. Set up your Python package and API accessġ. This is a basic Salesforce REST API client that allows users to download the pre-built report directly from Salesforce or generate a new dataset by querying the Salesforce API using SOQL (Salesforce Object Query Language). To get started, install an open source package called Simple Salesforce. You can automate the entire process with the help of a simple Python script and Salesforce API. This process was manual, time-consuming, and error-prone. Finally, paste it in a Google Sheet to be consumed for reporting purposes.Perform calculations, manipulate the data, and create an aggregated dataset.Manually update the fields for multiple reports.Prior to automation, the analysts in my organization had to take the following steps to create KPI reports: Analysts frequently come across the need to automate the data extraction process from Salesforce objects in order to conduct data analysis or build dashboards locally.
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