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SalesForce open cases list
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# See https://pip.pypa.io/en/latest/installing.html for how to install pip, then: | |
# pip install simple-salesforce | |
from simple_salesforce import Salesforce | |
import string | |
# To get your SFDC token, see https://help.salesforce.com/apex/HTViewHelpDoc?id=user_security_token.htm | |
# salesforce_login.txt should contain the following, one per line: | |
# Your Name | |
# your_email@sfdc_account.com | |
# your_password | |
# your_sfdc_token | |
with open('salesforce_login.txt') as f: | |
se_name, username, password, token = [x.strip("\n") for x in f.readlines()] | |
sf = Salesforce(username=username, password=password, security_token=token) | |
accounts = sf.query("select accountid, count(name) from opportunity where opportunity.lead_se__c = '"+se_name+"' group by accountid").items()[2][1] | |
for account in accounts: | |
account_id = account.items()[1][1] | |
account_name = sf.query("select name from account where id='"+account_id+"'").items()[2][1][0].items()[1][1] | |
cases = sf.query("select casenumber, description, reason, status, priority, problem_type__c, lastvieweddate from case where accountId='"+account_id+"' and isclosed=false").items()[2][1] | |
print '---------------------------------' | |
print '' | |
print 'AccountName: ' + account_name + ' , AccountId: ' + account_id + ' : ' + str(len(cases)) + ' open cases.' | |
for case in cases: | |
case_number = case.items()[1][1] | |
description = case.items()[2][1] | |
description = filter(lambda x: x in string.printable, description) | |
if description != '': print str(account_name) + ', ' + str(case_number) + ': ' + str(description) |
Output should resemble the below:
AccountName: some_company , AccountId: X : 1 open cases.
some_company, 0001111: some problem description
AccountName: some_other_company , AccountId: Y : 0 open cases.
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Credit to https://plot.ly/ipython-notebooks/salesforce/ for the API examples