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sfManager.py
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sfManager.py
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from simple_salesforce import Salesforce
from simple_salesforce.exceptions import SalesforceExpiredSession
import pandas as pd
class sf_Manager():
def __init__(self):
self.sf = Salesforce(
username="amadou@plot.ly",
password="dashsalesforce1",
security_token="pjtNpHc8YhLYHw2GfRYeNz1w"
)
def login(self):
self.sf = Salesforce(
username="amadou@plot.ly",
password="dashsalesforce1",
security_token="pjtNpHc8YhLYHw2GfRYeNz1w"
)
return 0
def dict_to_df(self, query_result,date=True):
items = {
val: dict(query_result["records"][val])
for val in range(query_result["totalSize"])
}
df = pd.DataFrame.from_dict(items, orient="index").drop(["attributes"], axis=1)
if date: # date indicates if the df contains datetime column
df["CreatedDate"] = pd.to_datetime(df["CreatedDate"], format="%Y-%m-%d") # convert to datetime
df["CreatedDate"] = df["CreatedDate"].dt.strftime('%Y-%m-%d') # reset string
return df
def get_leads(self):
try:
desc = self.sf.Lead.describe()
except SalesforceExpiredSession as e:
self.login()
desc = self.sf.Lead.describe()
field_names = [field['name'] for field in desc['fields']]
soql = "SELECT {} FROM Lead".format(','.join(field_names))
query_result = self.sf.query_all(soql)
leads = self.dict_to_df(query_result)
return leads
def get_opportunities(self):
query_text = "SELECT CreatedDate, Name, StageName, ExpectedRevenue, Amount, LeadSource, IsWon, IsClosed, Type, Probability FROM Opportunity"
try:
query_result = self.sf.query(query_text)
except SalesforceExpiredSession as e:
self.login()
query_result = self.sf.query(query_text)
opportunities = self.dict_to_df(query_result)
return opportunities
def get_cases(self):
query_text = "SELECT CreatedDate, Type, Reason, Status, Origin, Subject, Priority, IsClosed, OwnerId, IsDeleted, AccountId FROM Case"
try:
query_result = self.sf.query(query_text)
except SalesforceExpiredSession as e:
self.login()
query_result = self.sf.query(query_text)
cases = self.dict_to_df(query_result)
return cases
def get_contacts(self):
query_text = "SELECT Id, Salutation, FirstName, LastName FROM Contact"
try:
query_result = self.sf.query(query_text)
except SalesforceExpiredSession as e:
self.login()
query_result = self.sf.query(query_text)
contacts = self.dict_to_df(query_result,False)
return contacts
def get_users(self):
query_text = "SELECT Id,FirstName, LastName FROM User"
try:
query_result = self.sf.query(query_text)
except SalesforceExpiredSession as e:
self.login()
query_result = self.sf.query(query_text)
users = self.dict_to_df(query_result,False)
return users
def get_accounts(self):
query_text = "SELECT Id, Name FROM Account"
try:
query_result = self.sf.query(query_text)
except SalesforceExpiredSession as e:
self.login()
query_result = self.sf.query(query_text)
accounts = self.dict_to_df(query_result,False)
return accounts
def add_lead(self, query):
try:
self.sf.Lead.create(query)
except SalesforceExpiredSession as e:
self.login()
self.sf.Lead.create(query)
return 0
def add_opportunity(self, query):
try:
self.sf.Opportunity.create(query)
except SalesforceExpiredSession as e:
self.login()
self.sf.Opportunity.create(query)
return 0
def add_case(self, query):
try:
self.sf.Case.create(query)
except SalesforceExpiredSession as e:
self.login()
self.sf.Case.create(query)
return 0