{ "cells": [ { "cell_type": "markdown", "metadata": {}, "source": [ "# Example usage\n", "\n", "To use `salesforce_tools` in a project:" ] }, { "cell_type": "code", "execution_count": 1, "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "0.1.0\n" ] } ], "source": [ "import salesforce_tools\n", "from salesforce_tools.salesforce_tools import SalesforceTools\n", "import os\n", "\n", "print(salesforce_tools.__version__)" ] }, { "cell_type": "code", "execution_count": 5, "metadata": {}, "outputs": [], "source": [ "# Authenticate with your credentials\n", "user = 'crastello.py@gmail.com'\n", "pw = os.environ.get('SFDC_PASS')\n", "token = os.environ.get('SFDC_TOKEN')\n", "\n", "sf = SalesforceTools(username=user,password=pw,security_token=token)" ] }, { "cell_type": "code", "execution_count": 6, "metadata": {}, "outputs": [], "source": [ "### Run a SOQL Query and return result as a df\n", "\n", "soql = '''SELECT Id, Name, CloseDate, CreatedDate FROM Opportunity LIMIT 5'''\n", "\n", "opps = sf.sf_api_query(soql=soql, dateList=['CloseDate','CreatedDate'],tz='America/Chicago')" ] }, { "cell_type": "code", "execution_count": 7, "metadata": {}, "outputs": [ { "data": { "text/html": [ "
| \n", " | Id | \n", "Name | \n", "CloseDate | \n", "CreatedDate | \n", "
|---|---|---|---|---|
| 0 | \n", "006a50000004MBeAAM | \n", "Opportunity for Conner5 | \n", "2024-08-28 | \n", "2024-02-10 02:26:48 | \n", "
| 1 | \n", "006a50000004MBfAAM | \n", "Opportunity for Chandler133 | \n", "2024-06-06 | \n", "2024-02-10 02:26:48 | \n", "
| 2 | \n", "006a50000004MBjAAM | \n", "Opportunity for McDonald13 | \n", "2024-01-10 | \n", "2024-02-10 02:26:48 | \n", "
| 3 | \n", "006a50000004MBkAAM | \n", "Opportunity for Jefferson17 | \n", "2023-09-19 | \n", "2024-02-10 02:26:48 | \n", "
| 4 | \n", "006a50000004MBlAAM | \n", "Opportunity for McLaughlin130 | \n", "2024-03-18 | \n", "2024-02-10 02:26:48 | \n", "