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Read and manage data in Salesforce

Project description

Orange3-Salesforce

This allows users to interact and manage data in Salesforce directly within Orange3. This is only possible because of the fantastic library simple-salesforce.

Installation

Option 1: Install via Orange3 Add-ons Manager (Recommended)

  1. Open Orange3
  2. Go to Options → Add-ons
  3. Click "Add more..."
  4. Search for "orange3-salesforce"
  5. Click Install

Features

Current (MVP)

  • Salesforce Authentication Widget: Connect to Salesforce orgs using username/password + security token
  • Salesforce Query Widget: Execute SOQL queries and retrieve data as Orange3 tables
  • Support for Contacts and Opportunities objects
  • Simple dropdown selection for common objects

Planned

  • Bulk create, update, and delete operations
  • Data validation and error handling
  • Support for custom objects
  • Advanced SOQL query builder

Usage

Basic Workflow

  1. Connect: Use the Salesforce Authentication widget to connect to your org
  2. Query: Use the Salesforce Query widget to retrieve data
  3. Analyze: Use Orange3's built-in data analysis tools on your Salesforce data

Requirements

  • Orange3
  • Python 3.11+

License

MIT License - see LICENSE file for details

TO BE DELETED

Local testing

uv build 
uv publish

Above assumes to environment variables form pypi

UV_PUBLISH_USERNAME which is a token UV_PUBLISH_PASSWORD which is the PYPI token from the web

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