Get data from Salesforce reports with python
Project description
Get data straight from your Salesforce reports via python using the Analytics API.
Install
Install via pip:
pip install salesforce-reporting
Examples
Authentication
Connect to the Salesforce Analytics API and request data from a report:
import salesforce_reporting my_sf = salesforce_reporting.Connection('your_id', 'your_secret', 'your_username', 'your_password', 'your_instance') my_sf.get_report('report_id', includeDetails=True)
Get records from report
Use the ReportParser to access all the records included in a report:
report = my_sf.get_report('report_id', includeDetails=True) parser = salesforce_reporting.ReportParser(report) parser.records()
Extract series from matrix report
For a matrix report grouped across the top by Calendar Month doing:
report = my_sf.get_report('report_id') matrix_parser = salesforce_reporting.MatrixParser(report) matrix_parser.series_down('May 2012')
Will return all values for ‘May 2012’ as values in a dictionary with the row groupings as keys.
Coming Soon
Simplified Authentication process
Access to Dashboards