Salesforce API in Python | Getting Started with Simple Salesforce library

[@lokeshloky1048]

Today is 24-01-2024 and this video helped in connecting to the different environments like dev and UAT and PROD - all these days i didnt know that i need to use domain = test for dev and UAT id's - Thank you so much for this video

[@jiejenn]

Glad to hear the video helped!

[@technicalho]

i just want to say thank you for all the tutorial and keep up the good work

[@philipphahmann5971]

it was very helpful this guide, thank you so much for sharing

[@jiejenn]

👍

[@Nathyron_]

You are doing god's work. Thank you

[@vivekgemni]

Your video is really very useful. I am facing issue to connect to salesforce as my salesforce instance has single sign on. Please help me through python how I can connect to salesforce. Its little bit urgent

[@reidliu1859]

can you share the login json file sample?

[@coreybrewer9601]

Hi, would you be able to share your json file? With obfuscated username and pw of course.

[@kavithabalasenthil1480]

Thankyou for the tutorial videos .it is really helpful

[@ShiftKoncepts]

DO you have tutorial to upload a model already created and exported via pickle file?

[@LifeNFood]

how to get the login.json file please help

[@johnrobertcool]

Have you Solved this issue

[@saud2000in]

@@johnrobertcool nope

[@johnrobertcool]

@@saud2000in Have you found any othere method to connect python and salesforce

[@saud2000in]

@@johnrobertcool no did not find any

[@andreasfranco3684]

how exactly does the json look like?

[@projectscion]

Why do we need venv?

[@sneharao9516]

How to solve the following error - gaierror: [Errno 11001] getaddrinfo failed ?

[@hails1244]

Hi. Do you have any knowledge of getting batch results using the simple-salesforce library? I need to record what specific records fail during a bulk upsert. Thanks.

[@jiejenn]

It's been a long time since I used simple salesforce batch method. I will have to look into it.

[@avinkris7]

Thank you friend

[@rahulfatnani4700]

How can we schedule a data backup and download in the local storage automatically??

[@jiejenn]

There are a few ways, window scheduler, cron, cloud scheduler, etc.

[@rahulfatnani4700]

@@jiejenn can i do it using window scheduler and your code??

[@sachinrane2770]

how do we improve performance for bulk upsert? there are lot of triggers in SF objects... how do we disable them for bulk upserts?

[@jiejenn]

Try Salesforce forum.

[@MrBrunoFranchi]

Hi Friend, I dont know If you can help me. Im trying to get some dates from salesforce custom object, and I did It using query. But the problem is that when I print my Dataframe, the values is 1970-1-1 00:00:00. I tried a Lot but I cant fix It. Can you help me? Thanks

[@jiejenn]

What field are you trying to retrieve? And what's the field's data type? Also, what does the record's value in Salesforce show?

[@MrBrunoFranchi]

@@jiejenn I'm trying to retrieve from salesforce a Datetime type field. In my sales force Org... I have a custom object called My Clients, where I record some informations such as service name... client name and service scheduling. when I try to retrive from salesforce, the field service_scheduling__c(datetime) in python using Pandas, all dates are 1970-01-01 00:00:00, looks like a default date. I dont know why, but I can't bring to python the correct datetime value recorded in salesforce

[@jiejenn]

I took a look, and I cannot mimicking the behavior. I am able to pull the date time value. Unfortunately, without accessing your Salesforce environment I cannot help further. I would suggest you post your question on Stack Overflow. Here is a screenshot of the result from my Salesforce environment. snipboard.io/A4f7R0.jpg

[@MrBrunoFranchi]

@@jiejenn I did some changes in my salesforce org..... I separeted the values, I created two fields, one for date(date type) and another one for time (time type) and now I can retrieve all the information I need. Thank you so much for your attention

[@nandakumarradhakrishnan5784]

Hi , First of all thanks much for your efforts in preparing this videos.. I have tried to do the same.. But only Standard objects meta data is retrived. None of custom objects got retrived.. What could be the reason..

[@jiejenn]

Not sure to be honest. I suspect it might has to do with your organization's security setting. I'm just guessing here.

[@nandakumarradhakrishnan5784]

@@jiejenn Yes, I checked with Admin and come to know that the profile i used doesnt have accses to custome objects. Enabled the accsess and now its working as expected. Thank you!!!

[@nandakumarradhakrishnan5784]

@Stela Draganova Please have a discussion with Salesforce admin in your organisation. They have the ability to change the object level permissons on your profile.

[@hasantahir3926]

Hey. Have a tough question I'm struggling with. Is it possible to automate this - uploading multiple CSVs using python to Salesforce ir Tableau CRM? IF yes where do I start?

[@jiejenn]

Sure. You can automate any operation you want.

[@patrickwheeler1979]

Just in case someone might run into this problem, I had to set my domain = 'test' along with my login.json file, since I was going against test.

[@BrendanMetcalfe]

Cool vid!

[@sivasuresh3840]

can you please help me to how we create json file

[@matthewmetros2582]

Thank you!

[@spicytuna08]

thanks. am i doing something wrong? i am getting 'Resource Project__c Not Found.'

[@jiejenn]

'Resource Project__c Not Found.

[@AlterRektMLG]

I'm getting the same, did you find a workaround?

[@ABCXYZ-kg7ik]

Hi, that's a good tutorial. But I got one question for the configuration. Is it possible to download the specific time frame report data in service cloud?

[@jiejenn]

Not sure if I understand your question fully. But if you just want to write SOQL queries to extract your report, refer to video #2. kzbin.info/www/bejne/paTWaISPd72Clbc

[@ABCXYZ-kg7ik]

​@@jiejenn I believe SOQL can only query for "tables" like Account, but what I would like to do is to download specific date range (Define the "standardDateFilter") of an existed report (combined with fields from different tables). I read the API docs (URL as below), but seems can only thru REST API POST metadata set, not simple Salesforce. One more important thing, I do not have "Consumer Key" & "Consumer Secret" (REST API Approach) for the connection. That's why I look for another solution. I am not sure about this if simple salesforce can satisfy my needs. Appreciated if you can answer this. URL: developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_report_query_example.htm

[@monkyspnk777]

Can you address how to schedule calls with specific contacts or how to schedule appointments on the salesforce calendar with python? I'm a new subscriber and you do good work!!!

[@jiejenn]

Hey Andrew, not sure if I understand your question. When you schedule call, do you mean like Window Task Scheduler to run a job?

[@monkyspnk777]

@@jiejenn Let’s say I am running a salesforce instance and I want to call the first 10 people on a list of some sort how could I schedule those calls on my calendar for the day. An application for this is automating the triage of who to call so that the Salesforce user just sees a list of the people to call.

[@jiejenn]

I see. Hum... I don't know how to do that unfortunately.

[@AkbaraliQ]

Vs code color theme and font family name?

[@jiejenn]

DarkPro color theme.

[@durgaprasadyanamadala9955]

How Can I get the Login.json file ?

[@jiejenn]

You have to create the file manually.

[@durgaprasadyanamadala9955]

@@jiejenn What details we need to put in login.json file

[@mydev8669]

Hi Jie, Could you possibly share a template of the json file with the credentials? You could obviously substitute your real credentials by other fake credentials. Thank you very much! ;-)

[@santhoshkumarc3412]

How to enable the security token in salesforce?

[@jiejenn]

kzbin.info/www/bejne/rHO7kniYfriqpM0

[@NantinJosh]

I am trying to automate salseforce sitetracker with the help of Python ,in that "New" button will open new window however I didn't find any associated frame for that. Also elements in that pop-up new window are dynamic. Any advice how I can switch and locate elements?