salesforce-reporting

===================== Salesforce Reporting

Get data straight from your Salesforce reports via python using the Analytics API.

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Install

Install via pip::

pip install salesforce-reporting 

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Examples

^^^^^^^^^^^^^^ Authentication ^^^^^^^^^^^^^^

Connect to the Salesforce Analytics API and request data from a report::

import salesforce_reporting 

my_sf = salesforce_reporting.Connection('your_id', 'your_secret',               
'your_username', 'your_password', 'your_instance') 
my_sf.get_report('report_id', includeDetails=True) 

^^^^^^^^^^^^^^^^^^^^^^^ Get records from report ^^^^^^^^^^^^^^^^^^^^^^^

Use the ReportParser to access all the records included in a report::

report = my_sf.get_report('report_id', includeDetails=True) parser = salesforce_reporting.ReportParser(report)

parser.records()

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Extract series from matrix report ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ For a matrix report grouped across the top by Calendar Month doing::

report = my_sf.get_report('report_id') matrix_parser = salesforce_reporting.MatrixParser(report)

matrix_parser.series_down('May 2012')

Will return all values for 'May 2012' as values in a dictionary with the row groupings as keys.

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Coming Soon

• Simplified Authentication process
• Access to Dashboards

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Author & License

MIT License. Created by Chris Hall.