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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

Author & License

MIT License. Created by Chris Hall.

Project details


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