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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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AWS AWS Cloud computing Datadog Datadog Monitoring Facebook / Instagram Facebook / Instagram PSF Sponsor Fastly Fastly CDN Google Google Object Storage and Download Analytics Huawei Huawei PSF Sponsor Microsoft Microsoft PSF Sponsor NVIDIA NVIDIA PSF Sponsor Pingdom Pingdom Monitoring Salesforce Salesforce PSF Sponsor Sentry Sentry Error logging StatusPage StatusPage Status page