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How To Use Python To Get Salesforce Data Easily?

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.

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How To Use Python To Get Salesforce Data Easily?

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  1. 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.

  2. 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.

  3. 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.

  4. 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). • Let’s 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.

  5. 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@example.com', • password='password', • security token='token') • Login to the Salesforce website, go to the Settings > My Personal Information > Reset My Security Token. You will receive an email consisting of alphanumeric code.

  6. 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:

  7. 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(columns='attributes') • This is how the Python, scripts, and JSON brings you the DataFrame, which you can further analyze and clean as per requirements.

  8. 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!

  9. Contact Us Name: James Burns Call: +18007962735 Email:info@cmswebsiteservices.com Website:https://www.cmswebsiteservices.com Address: 4801 Glenwood Ave., Suite 200 Raleigh, NC 27612, USA

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