Salesforce Connector for PythonIn this article you will learn how to quickly and efficiently integrate Salesforce data in Python. We will use high-performance Salesforce Connector to easily connect to Salesforce and then access the data inside Python. Salesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language). Let's follow the steps below to see how we can accomplish that! Salesforce Connector for Python is based on ZappySys Salesforce Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few. |
Connect to Salesforce in other apps
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Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver
Step-by-step instructions
To get data from Salesforce using Python we first need to create a DSN (Data Source) which will access data from Salesforce. We will later be able to read data using Python. Perform these steps:
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Install ZappySys ODBC PowerPack.
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Open ODBC Data Sources (x64):
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Create a User data source (User DSN) based on ZappySys Salesforce Driver
ZappySys Salesforce Driver-
Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
in design-time , when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit. -
Create and use System DSN
if the client application is launched under a System Account, e.g. as a Windows Service.
Usually, this is an ideal option to use
in a production environment . Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
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Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
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Now, we need SalesForce Connection. Lets create it.
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Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).SELECT * FROM Account WHERE Name like '%Oil%' -
Click OK to finish creating the data source
Video instructions
Read data in Python
Using ODBC DSN
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Python code to get the data:
SalesforceDSN') -
When you run the code it will make the API call and read the data:
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Here is Python program's code in text format:
import pyodbc conn = pyodbc.connect('DSN=SalesforceDSN') cursor = conn.cursor() #execute query to fetch data from API service cursor.execute("SELECT id,title FROM products") row = cursor.fetchone() while row: print(row) row = cursor.fetchone() ##For loop example #for row in cursor: # print(row)
Using a full ODBC connection string
If you want to avoid being dependent on a DSN and creating multiple DSNs for each platform (x86, x64), then you can use a fully qualified connection string. Simply go to your DSN and copy the Connection String:
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Open ODBC data source configuration and click Copy settings:
ZappySys Salesforce Driver - SalesforceSalesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language).SalesforceDSN
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The window opens, telling us the connection string was successfully copied to the clipboard:
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Then in your Python code use Connection String when initializing OdbcConnection object, for example:
conn = pyodbc.connect('DRIVER={ZappySys Salesforce Driver};ServiceUrl=https://yourservices.provider.com/api/xxxx....;AuthName=Http;')
How to install `pyodbc` in the Python?
You would need to install pyodbc
in Python if you intend to establish connections to databases that support ODBC (Open Database Connectivity). This module facilitates communication between Python applications and various database management systems, enabling you to perform operations such as querying, retrieving data, and managing databases. Here's how you can install pyodbc
in Python:
Installation Steps:
Ensure you have Python installed on your system. If not, download it from the official Python website and follow the installation instructions.
Open your terminal or command prompt.
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Use the following command to install
pyodbc
using pip, the Python package installer:python -m pip install "pyodbc"
Make sure you have a stable internet connection and the necessary permissions to install Python packages.
Reasons to Install:
- If pyodbc is not installed, your Python script will generate the following error:
"ModuleNotFoundError: No module named 'pyodbc'"
. Database Connectivity:
pyodbc
allows Python to connect to various databases that support ODBC, such as Microsoft SQL Server, PostgreSQL, MySQL, and more.Data Operations: It facilitates the execution of SQL queries, retrieval of data, and other database operations from within Python scripts.
Cross-Platform Support:
pyodbc
is designed to work across different operating systems, including Windows, macOS, and various Linux distributions.Simplicity and Efficiency: The module provides an intuitive interface for managing database transactions and connections, simplifying the process of working with databases in Python.
By installing pyodbc
, you can seamlessly integrate your Python applications with a wide range of ODBC-supported databases, enabling efficient and effective data management and analysis.
Conclusion
In this article we showed you how to connect to Salesforce in Python and integrate data without any coding, saving you time and effort. We encourage you to download Salesforce Connector for Python and see how easy it is to use it for yourself or your team.
If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.
Download Salesforce Connector for Python Documentation
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