Salesforce CRUD Operations with Python (Using Jupyter Notebook, Pandas and Simple-Salesforce)

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  • เผยแพร่เมื่อ 7 พ.ย. 2024

ความคิดเห็น • 12

  • @clarkstodgell2280
    @clarkstodgell2280 ปีที่แล้ว +2

    Very informative, would highly recommend this if I were a consultant.

  • @atsanonwadsanthat166
    @atsanonwadsanthat166 ปีที่แล้ว +2

    As a Salesforce admin, this package IS one of the only two things that makes Salesforce worthwhile. Another is any Apex class with @RestResource annotation. I spoke my piece.
    Edit: I spoke too soon. This library seems to provide a means to log in the user through connected apps, but it's not as easy as the documentation indicated.

  • @hulkbuster5903
    @hulkbuster5903 ปีที่แล้ว +1

    What's the benefit of using this over say the Salesforce Inspector extension to write SOQL queries and then pasting the information into an Excel sheet and then using Dataloader to make the updates?

    • @wbrendanmcdonald
      @wbrendanmcdonald  ปีที่แล้ว

      It will just be significantly slower, if you are good at manipulating data with python, you are able to pull data immediately back into the notebook after uploading, allowing you to adjust if any errors occur. The ability to avoid shuffling CSVs saves a lot of time and headache.

    • @hulkbuster5903
      @hulkbuster5903 ปีที่แล้ว +1

      ​@@wbrendanmcdonald Thank you I didnt realise this. So just takes a little time to learn?

    • @wbrendanmcdonald
      @wbrendanmcdonald  ปีที่แล้ว

      yea exactly @@hulkbuster5903

    • @hulkbuster5903
      @hulkbuster5903 ปีที่แล้ว

      @@wbrendanmcdonaldDumb question but do I need to have Python installed or can I install this and use it as is. Thanks

    • @wbrendanmcdonald
      @wbrendanmcdonald  ปีที่แล้ว

      @@hulkbuster5903 yes you need python installed. here's how I do it on MacOS:
      medium.com/@wbmcdonald4/how-to-setup-python-on-macos-the-right-way-for-data-teams-be06bb6f0c1d

  • @corporaterydervlogs6670
    @corporaterydervlogs6670 4 หลายเดือนก่อน

    any alternative in php like simple-salesforce package

  • @skasifali4457
    @skasifali4457 ปีที่แล้ว +1

    This video is really helpful. I have a requirement to identify the specific rows for which errors occurred during data insertion using Simple Salesforce. However, currently, Simple Salesforce only provides the error status without the associated rows for which the errors occurred. As a result, it is not possible to retrieve all the error rows and their descriptions directly from Simple Salesforce. Could you please assist me in obtaining the error rows and their error descriptions?

    • @wbrendanmcdonald
      @wbrendanmcdonald  ปีที่แล้ว +1

      Yes, for this I believe you have to go into Setup >> Bulk Data Load Jobs, then click into one of the jobs you just ran. It should display a JSON file which contains records that inserted successfully, and the ones that failed. The ones that failed should include an error message.