Salesforce Connector for PowerShell How to Get Beta Report

Introduction

In this article we will delve deeper into Salesforce and PowerShell integration, and will learn how to get beta report. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

Use Query Builder to generate SQL query

  1. The first thing you have to do is open Query Builder:

    ZappySys API Driver - Salesforce
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    SalesforceDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  2. Then simply select the Get Beta Report endpoint (action).

  3. Continue by configuring the Required parameters. You can also set optional parameters too.

  4. Move on by hitting Preview Data button to preview the results.

  5. If you see the results you need, simply copy the generated query:

    Get Beta Report
    Optional Parameters
    Report Name Test Name
    Report Type spCampaigns
    Time Unit SUMMARY
    Group By campaign
    Group By targeting
    Group By searchTerm
    Group By advertiser
    Group By asin
    Report Start Date (yyyy-MM-dd) Maximum date range: 31 days
    Report End Date (yyyy-MM-dd) Maximum date range: 31 days
    Report Start Date (yyyy-MM-dd) Maximum date range: 731 days
    Report End Date (yyyy-MM-dd) Maximum date range: 731 days
    Metrics clicks
    Metrics clicks
    Metrics clicks
    Metrics clicks
    Metrics clicks
    Metrics clicks
    SELECT * FROM get_beta_report
    WITH
    (
        "ReportName" = 'Test Name',
        "ReportType" = 'spCampaigns',
        "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
        "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
        "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
        "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
    )
    Query Builder
  6. That's it! You can use this query in PowerShell.

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

SQL query examples

Use these SQL queries in your PowerShell data source:

How to Get beta report

SELECT * FROM get_beta_report
WITH
(
    "ReportName" = 'Test Name',
    "ReportType" = 'spCampaigns',
    "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
    "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
    "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
    "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
)

Get Beta Report in PowerShell

  1. Open your favorite PowerShell IDE (we are using Visual Studio Code).

  2. Use this code snippet to read the data using SalesforceDSN data source:

    "DSN=SalesforceDSN"
    Read API data with PowerShell using ODBC DSN in Visual Code

    For your convenience, here is the whole PowerShell script:

    # Configure connection string and query
    $connectionString = "DSN=SalesforceDSN"
    $query = "SELECT * FROM Customers"
    
    # Instantiate OdbcDataAdapter and DataTable
    $adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
    $table = New-Object System.Data.DataTable
    
    # Fill the table with data
    $adapter.Fill($table)
    
    # Since we know we will be reading just 4 columns, let's define format for those 4 columns, each separated by a tab
    $format = "{0}`t{1}`t{2}`t{3}"
    
    # Display data in the console
    foreach ($row in $table.Rows)
    {
        # Construct line based on the format and individual Salesforce fields
        $line = $format -f ($row["CustomerId"], $row["CompanyName"], $row["Country"], $row["Phone"])
        Write-Host $line
    }
    
    Access specific Salesforce table field using this code snippet:
    $field = $row["ColumnName"]
    You will find more info on how to manipulate DataTable.Rows property in Microsoft .NET reference.
    For demonstration purposes we are using sample tables which may not be available in Salesforce.
  3. To read values in a console, save the script to a file and then execute this command inside PowerShell terminal:

    Read API data in PowerShell using ODBC DSN
    You can also use even a simpler command inside the terminal, e.g.:
    . 'C:\Users\john\Documents\dsn.ps1'

More actions supported by Salesforce Connector

Learn how to perform other actions directly in PowerShell with these how-to guides:

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