How To Use Python To Get Salesforce Data Easily? - PowerPoint PPT Presentation

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How To Use Python To Get Salesforce Data Easily?

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Accessing data in Salesforce takes time while filtering data from the spreadsheet. But we have an easy method! We are going to take the help of Python and see what happens with the salesforce data. – PowerPoint PPT presentation

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Title: How To Use Python To Get Salesforce Data Easily?


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About company
  • CMS Website Services is an innovative, youthful
    IT Enterprise supported by committed and skilled
    software developers, seasoned technical
    professionals, passionate designers, and creative
    mobile application developers, and advanced
    technologies experts.
  • With our cloud-based data-related services and
    integration of technologies like Salesforce,
    Microsoft Dynamics, Blockchain, Artificial
    Intelligence, IoT, Machine Learning,
    Cybersecurity Solutions, CMS Website Services is
    strengthening businesses towards innovation in
    industries like Education, Social Networking,
    Real Estate, Healthcare, Retails eCommerce, and
    the list goes on with new projects.
  • We have become a leader in delivering top-notch
    IT products since our establishment in 2006 at
    Raleigh, North Carolina, USA and proactively
    offering a wide spectrum of IT services to
    diverse offshore IT clients in USA, UK, UAE,
    Singapore, Europe and all around the world.

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Introduction To Python
  • Python is a high-level interpreted programming
    language developed by Guido van Rossum. It
    emphasizes more on code readability,
    object-oriented approach, constructs, and
    general-purpose programming to write clear
    logical codes.
  • Python easily supports all multiple platforms and
    operating systems. Also, it is a more dynamic,
    flexible, extendable, procedural, structured, and
    functional programming language. As it has vast
    libraries, it is described as batteries
    included programming language!
  • This is the reason why it is a preferred language
    and a building base of almost all technologies
    like AI, Data Science, Machine Learning, Deep
    Learning, Automation, web app development.
  • If you have some product ideas related to these
    techs then connect to a top python web
    development company in USA.

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Introduction To Salesforce
  • Salesforce is a cloud-based technology that helps
    in making CRM (customer relationship management)
    software, EHR (electronic health record) system,
    ERP (enterprise resource planning) solutions.
  • It is a Service-as-a-Software (SaaS) model that
    easily connects with clients, potential
    customers, and partners. Salesforce is a number
    one customer engagement software builder, that
    tracks business easily, maintain customer
    success, customer activities, etc.
  • Salesforce has various cloud platforms like
    service cloud, health cloud, marketing cloud,
    community cloud, application cloud, analytics
    cloud, Chatter cloud, IoT cloud, commerce cloud,
    Heroku engagement cloud and many more.
  • If you have some product ideas related to these
    techs then connect to top salesforce professional
    services in USA.

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Install Salesforce
  • We will use a Python script, but before that
    login to your Salesforce account as you will need
    a security token. Also, we will build a script to
    access data from salesforce.
  • Later we will achieve data transfer using ODBC,
    pyodbc module (Python version 4.0.26).
  • Lets start!
  • Log in at the Salesforce site, go to Reports
    tab, fill all the fields, create a report, and
    download a spreadsheet. No, do some data
    cleaning, I mean, filter the fields and check if
    there are no empty values.
  • Export this CSV and click on VLOOKUP in Microsoft
    Excel and see what you now have with your data.
  • Now is the time to use simple salesforce to make
    this salesforce data loader, filtering, and
    accessing easy!
  • simple salesforce is a Salesforce REST API
    especially built for Python for providing a
    low-level interface to the REST Resource and APEX
    API.

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  • Install simple salesforce on your machine,
    download simple salesforce from the Salesforce
    website and use this pip install simple
    salesforce command when required.
  • Once this is done, we can create our Python file.
    Remember that the salesforce account must have
    API access. Now, from simple salesforce import
    Salesforce
  • sf Salesforce(
  • username'myemail_at_example.com',
  • password'password',
  • security token'token')
  • Login to the Salesforce website, go to the
    Settings gt My Personal Information gt Reset My
    Security Token. You will receive an email
    consisting of alphanumeric code.

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Querying Salesforce Data Using SOQL
  • Now you can login to SalesForce using Python. To
    fetch data use a method called query_all for
    easily fetching data.
  • SalesForce use SalesForce Object Query Language.
    Here is an example along with the Python in the
    custom fields
  • "SELECT Owner.Name, store_id__c,
    account_number__c, username__c, password__c,
    program_status__c, FROM Account WHERE
    program_status__c IN ('Live','Test')"
  • Plugin this SOQL code

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  • sf_data sf.query_all("SELECT Owner.Name,
    store_id__c, account_number__c, username__c,
    password__c, program_status__c, FROM Account
    WHERE program_status__c IN ('Live','Test')")
  • The output is in JSON. but if you use Pandas,
    then you can turn it into the DataFrame. The JSON
    returns attributes, use those as per
    requirements.
  • sf_df pd.DataFrame(sf_data'records').drop(colu
    mns'attributes')
  • This is how the Python, scripts, and JSON brings
    you the DataFrame, which you can further analyze
    and clean as per requirements.

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Conclusion
  • Now we know how to access the Salesforce data by
    using Python.
  • For this purpose, you can also take the help of
    Python Salesforce integration platforms to access
    Microsoft software, mails, data, etc.
  • It would save you a lot of time!
  • But, for this, you need to contact the best
    salesforce web services provider in USA.
  • I wish you all the best and hope you are able to
    access the data!

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Contact Us
  • Name James Burns
  • Call 18007962735
  • Email info_at_cmswebsiteservices.com
  • Website https//www.cmswebsiteservices.com
  • Address 4801 Glenwood Ave., Suite 200 Raleigh,
    NC 27612, USA
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