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
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.
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?
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 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
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
@@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
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 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!!!
@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.
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?
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. th-cam.com/video/oss7QYBXO_U/w-d-xo.html
@@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
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! ;-)
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 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.
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?
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
Glad to hear the video helped!
i just want to say thank you for all the tutorial and keep up the good work
can you share the login json file sample?
it was very helpful this guide, thank you so much for sharing
👍
You are doing god's work. Thank you
Hi, would you be able to share your json file? With obfuscated username and pw of course.
DO you have tutorial to upload a model already created and exported via pickle file?
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.
It's been a long time since I used simple salesforce batch method. I will have to look into it.
Thankyou for the tutorial videos .it is really helpful
how do we improve performance for bulk upsert? there are lot of triggers in SF objects... how do we disable them for bulk upserts?
Try Salesforce forum.
Thank you friend
how exactly does the json look like?
How to solve the following error - gaierror: [Errno 11001] getaddrinfo failed
?
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?
Sure. You can automate any operation you want.
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
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?
@@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
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
@@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
how to get the login.json file please help
Have you Solved this issue
@@johnrobertcool nope
@@saud2000in Have you found any othere method to connect python and salesforce
@@johnrobertcool no did not find any
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..
Not sure to be honest. I suspect it might has to do with your organization's security setting. I'm just guessing here.
@@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!!!
@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.
How can we schedule a data backup and download in the local storage automatically??
There are a few ways, window scheduler, cron, cloud scheduler, etc.
@@jiejenn can i do it using window scheduler and your code??
thanks. am i doing something wrong? i am getting 'Resource Project__c Not Found.'
'Resource Project__c Not Found.
I'm getting the same, did you find a workaround?
can you please help me to how we create json file
Thank you!
Cool vid!
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?
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. th-cam.com/video/oss7QYBXO_U/w-d-xo.html
@@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
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.
Vs code color theme and font family name?
DarkPro color theme.
How to enable the security token in salesforce?
th-cam.com/video/vBXaEbISwnk/w-d-xo.html
How Can I get the Login.json file ?
You have to create the file manually.
@@jiejenn What details we need to put in login.json file
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! ;-)
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!!!
Hey Andrew, not sure if I understand your question. When you schedule call, do you mean like Window Task Scheduler to run a job?
@@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.
I see. Hum... I don't know how to do that unfortunately.
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?