Unlock the power of automating Salesforce SOQL reports to Excel without the need for costly subscriptions. This step-by-step tutorial guides you through the entire process of integrating Salesforce with Excel using Python and the Salesforce REST API. Learn how to:
1. Set up a connected app in Salesforce (so you can use Salesforce REST API).
2. Generate Salesforce REST API access token securely.
3. Export SOQL query reports to Excel.
Whether you're looking to streamline your workflow, enhance your data management, or just save on subscription costs, this video provides all the tools you'll need to efficiently transfer your Salesforce data to Excel. Perfect for developers and system admins looking to leverage Python for automation tasks.
📑 Source code: / source-code-to-100365573
📑 Salesforce Query Endpoint Reference: developer.salesforce.com/docs...
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0:00 - Exporting Salesforce reports to Excel with Salesforce REST API in Python.
0:08 - Overview of Salesforce reports as SOQL query outputs.
0:23 - Steps to navigate Salesforce, create a connected app, and configure settings.
1:53 - Assigning app permissions, generating API access token, and managing app details.
4:21 - Setting up Python environment, installing libraries, and preparing script.
5:47 - Importing packages, loading environment variables, and initiating API connection.
7:12 - Executing SOQL queries, handling pagination for large data sets.
10:19 - Exporting data to Excel, cleaning report data, and finalizing Excel output.
17:00 - Summary of process, benefits of automation, and custom solution creation with Salesforce REST API.
#salesforce #sfdc #python #soql