我刚开始接触sfdc。用户已经创建了报告，我想使用Python将报告的数据导出到csv/excel文件中。我看到有几个Python包可以实现此功能。但是我的代码出错了。
from simple_salesforce import Salesforce
sf = Salesforce(instance_url='https://cs1.salesforce.com', session_id='')
sf = Salesforce(password='xxxxxx', username='xxxxx', organizationId='xxxxx')
我可以为您提供设置API的基本步骤以及一些示例代码：
import requests
import csv
from simple_salesforce import Salesforce
import pandas as pd
sf = Salesforce(username=your_username, password=your_password, security_token = your_token)
login_data = {'username': your_username, 'password': your_password_plus_your_token}
with requests.session() as s:
d = s.get("https://your_instance.salesforce.com/{}?export=1&enc=UTF-8&xf=csv".format(reportid), headers=sf.headers, cookies={'sid': sf.session_id})
d.content将包含一个逗号分隔值的字符串，您可以使用csv模块读取该字符串。
我从那里将数据带入pandas，因此函数名称和import pandas。 我删除了将数据放入DataFrame的其余部分，但如果您对如何完成此操作感兴趣，请告诉我。
from salesforce_reporting import Connection, ReportParser
sf = Connection(username='your_username',password='your_password',security_token='your_token')
然后，为了将我想要的报告转换成Pandas DataFrame:
report = sf.get_report(your_reports_id)
parser = salesforce_reporting.ReportParser(report)
report = parser.records_dict()
report = pd.DataFrame(report)
report = pd.DataFrame(salesforce_reporting.ReportParser(sf.get_report(your_reports_id)).records_dict())
我在阅读README时发现一个不同之处，即sf.get_report('report_id', includeDetails=True)引发了错误，指出get_report() got an unexpected keyword argument 'includeDetails'。简单地将其删除似乎导致代码正常工作。
report现在可以通过report.to_csv('report.csv',index=False)导出，或者直接进行操作。
编辑：parser.records()已更改为parser.records_dict()，因为这样允许DataFrame已列出列名，而不是对它们进行数字索引。
report_id = '00O4…'
sf = SalesforceReport(user, pass, token, report_id)
it = sf.iterate_over_dates_and_filters(datetime.date(2020,2,1),
'Invoice__c.InvoiceDate__c', 'Opportunity.CustomField__c',
[('a', 'startswith'), ('b', 'startswith'), …])
for row in it:
# do something with the dict
simple_salesforce）：import simple_salesforce
import json
import datetime
"""
helper class to iterate over salesforce report data
and manouvering around the 2000 max limit
"""
class SalesforceReport(simple_salesforce.Salesforce):
def __init__(self, username, password, security_token, report_id):
super(SalesforceReport, self).__init__(username=username, password=password, security_token=security_token)
self.report_id = report_id
self._fetch_describe()
def _fetch_describe(self):
url = f'{self.base_url}analytics/reports/{self.report_id}/describe'
result = self._call_salesforce('GET', url)
self.filters = dict(result.json()['reportMetadata'])
def apply_report_filter(self, column, operator, value, replace=True):
"""
adds/replaces filter, example:
apply_report_filter('Opportunity.InsertionId__c', 'startsWith', 'hbob').
For date filters use apply_standard_date_filter.
column: needs to correspond to a column in your report, AND the report
needs to have this filter configured (so in the UI the filter
can be applied)
operator: equals, notEqual, lessThan, greaterThan, lessOrEqual,
greaterOrEqual, contains, notContain, startsWith, includes
see https://sforce.co/2Tb5SrS for up to date list
value: value as a string
replace: if set to True, then if there's already a restriction on column
this restriction will be replaced, otherwise it's added additionally
"""
filters = self.filters['reportFilters']
if replace:
filters = [f for f in filters if not f['column'] == column]
filters.append(dict(
column=column,
isRunPageEditable=True,
operator=operator,
value=value))
self.filters['reportFilters'] = filters
def apply_standard_date_filter(self, column, startDate, endDate):
"""
replace date filter. The date filter needs to be available as a filter in the
UI already
Example: apply_standard_date_filter('Invoice__c.InvoiceDate__c', d_from, d_to)
column: needs to correspond to a column in your report
startDate, endDate: instance of datetime.date
"""
self.filters['standardDateFilter'] = dict(
column=column,
durationValue='CUSTOM',
startDate=startDate.strftime('%Y-%m-%d'),
endDate=endDate.strftime('%Y-%m-%d')
)
def query_report(self):
"""
return generator which yields one report row as dict at a time
"""
url = self.base_url + f"analytics/reports/query"
result = self._call_salesforce('POST', url, data=json.dumps(dict(reportMetadata=self.filters)))
r = result.json()
columns = r['reportMetadata']['detailColumns']
if not r['allData']:
raise Exception('got more than 2000 rows! Quitting as data would be incomplete')
for row in r['factMap']['T!T']['rows']:
values = []
for c in row['dataCells']:
t = type(c['value'])
if t == str or t == type(None) or t == int:
values.append(c['value'])
elif t == dict and 'amount' in c['value']:
values.append(c['value']['amount'])
else:
print(f"don't know how to handle {c}")
values.append(c['value'])
yield dict(zip(columns, values))
def iterate_over_dates_and_filters(self, startDate, date_column, filter_column, filter_tuples):
"""
return generator which iterates over every week and applies the filters
each for column
"""
date_runner = startDate
while True:
print(date_runner)
self.apply_standard_date_filter(date_column, date_runner, date_runner + datetime.timedelta(days=6))
for val, op in filter_tuples:
print(val)
self.apply_report_filter(filter_column, op, val)
for row in self.query_report():
yield row
date_runner += datetime.timedelta(days=7)
if date_runner > datetime.date.today():
break
对于任何想要将报告下载到DataFrame中的人，以下是操作步骤（我添加了一些注释和链接以进行说明）：
import pandas as pd
import csv
import requests
from io import StringIO
from simple_salesforce import Salesforce
# Input Salesforce credentials:
sf = Salesforce(
username='johndoe@mail.com',
password='<password>',
security_token='<security_token>') # See below for help with finding token
# Basic report URL structure:
orgParams = 'https://<INSERT_YOUR_COMPANY_NAME_HERE>.my.salesforce.com/' # you can see this in your Salesforce URL
exportParams = '?isdtp=p1&export=1&enc=UTF-8&xf=csv'
# Downloading the report:
reportId = 'reportId' # You find this in the URL of the report in question between "Report/" and "/view"
reportUrl = orgParams + reportId + exportParams
reportReq = requests.get(reportUrl, headers=sf.headers, cookies={'sid': sf.session_id})
reportData = reportReq.content.decode('utf-8')
reportDf = pd.read_csv(StringIO(reportData))
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