python - 需要帮助将从 Salesforce 请求的 Salesforce 数据转换为内部仪表板的 Dataframe

Question

我的问题在于从 Salesforce 中取出简单的销售人员查询，然后使用 Plotly Dashboard 应用程序将它们转换为数据框。

我尝试使用 Python 向 Salesforce 进行身份验证(成功) 我可以请求数据并通过 HTTP GET 状态(成功)接收它 我有一个内部仪表板应用程序在本地运行(成功) 我有本地仪表板应用程序的总体布局(成功) 将 Python 中的数据查询转换为表/数据帧(失败)

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import dash_table
import salesforce_reporting
from simple_salesforce import Salesforce
import requests
import pandas as pd
import dash_bootstrap_components as dbc
from dash.dependencies import Input, Output, State
import plotly.graph_objects as go



# Salesforce User Session and Fields
# ==================================
from simple_salesforce import SalesforceAPI
sf = SalesforceAPI('<your username>', '<your salesforce password>', '<your salesforce token>')

Fields = ['isMosAlert__c',
              'Milestone_violated__c',
              'First_Reply__c',
              'CaseNumber',
              'Environment2__r.Name',
              'Owner.Name',
              'Severity_Level__c',
              'Status',
              'Subject',
              'URL_for_support__c'
]

Items = str(Fields[1:10]).strip('[]')
print(Items).replace("'", "")
sf.query("SELECT %s from Case"% ','.join(Fields)  )

#fig = go.Figure(data=[go.Table(header=dict(values=['A Scores', 'B Scores']),
#                 cells=dict(values=[[100, 90, 80, 90], [95, 85, 75, 95]]))
#                     ])

fig = go.Figure(data=[go.Table(header=dict(values=Fields),
        cells=dict(values=[sf.query("SELECT %s from Case"% ','.join(Fields))]))
        ])

fig.show()

我实际上确实得到了一个表格，但它显示的只是我定义为字段数据的标题。是否应将 salesforce 查询设置为 一个变量？我想让我的带有 Salesforce 数据的表格看起来像我从 Plotly 文档 中获取的下图所示

在 python 中，我通过 salesforce 查询返回的实际信息以交互方式返回。

(u'isMosAlert__c', True), (u'Milestone_violated__c', False), (u'First_Reply__c', True), (u'CaseNumber', u'1850637'), (u'Environment2__r', OrderedDict([(u'attributes', OrderedDict([(u'type', u'Environment__c'), (u'url', u'/services/data/v27.0/sobjects/Environment__c/a2X440000024ZkzEAE')])), (u'Name', u'MCP500 Production')])), (u'Owner', OrderedDict([(u'attributes', OrderedDict([(u'type', u'Name'), (u'url', u'/services/data/v27.0/sobjects/Group/00GE0000003YOIEMA4')])), (u'Name', u'L1 Support Group')])), (u'Severity_Level__c', None), (u'Status', u'Ignored'), (u'Subject', u'elasticsearch - critical'), (u'URL_for_Support__c', u'https://mirantis.my.salesforce.com/5004400000ykxS9')])])])

Answer 1

所以我找到了如何使用 simple-salesforce 来做到这一点。

from pandas import DataFrame
from simple_salesforce import SalesforceAPI
sf = SalesforceAPI('<insert_username>', '<insert_password>', '<insert_token>')

# Saleforce Secure Connection TBD
# ===============================
# sf_sec = Salesforce(username = username,
#               password = password,
#               security_token= token,
#               instance_url = instance,
#               sandbox = isSandbox)

# Function to Return Salesforce SOQL Queries as Dataframes
# =========================================================
def sql_query(query_str):
    qry_result = sf.query(query_str)
    print('Record Count {0}'.format(qry_result['totalSize']))
    is_done = qry_result['done']
    if is_done:
        df = DataFrame(qry_result['records'])
    while not is_done:
        try:
            if not qry_result['done']:
                df = df.append(DataFrame(qry_result['records']))
                qry_result = sf.query_more(qry_result['nextRecordsUrl'], True)
            else:
                df = df.append(DataFrame(qry_result['records']))
                is_done = True
                print('completed')
                break
        except NameError:
            df = DataFrame(qry_result['records'])
            sf.query_more(qry_result['nextRecordsUrl'], True)
    df = df.drop('attributes', axis=1)
    return df
soql_test = 'SELECT Milestone_violated__c, First_Reply__c, CaseNumber, Environment2__r.Name,' \
            ' Owner.Name, Severity_Level__c, Status, Subject, URL_for_support__c from Case'
res = sql_query(soql_test)
print(res)

# SAMPLE SOQL COMMANDS
# ====================
# SOQL('SELECT Id FROM CASE')

处理数据需要一段时间，但返回的数据如下所示，具体取决于您的销售人员组织拥有的对象 API 名称:

Record Count 307027
completed
      Milestone_violated__c                        ...                                                         URL_for_Support__c
0                     False                        ...                          https://mirantis.my.salesforce.com/500E000000Z...
1                     False                        ...                          https://mirantis.my.salesforce.com/500E000000Z...
2                     False                        ...                          https://mirantis.my.salesforce.com/500E000000Z...