Salesforce, Python, SQL, & other ways to put your data where you need it

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My goal is to help you work faster.

I must speak and teach until I hear 10 people say, "That thing you taught me? I used it! And it saved me time!"

(Ahem ... although maybe blogging slower than I'd hoped. Ugh, coders' repetitive stress injury.)

So check out the tutorials. Play with code. Tell me about your triumphs.

Salesforce REST APIs: A High-Level Primer

14 Mar 2019 🔖 salesforce api tutorials architecture integration security beginner 💬 EN

Have you ever been told that you might need a “REST API” to integrate outside data with Salesforce?

If you’re confused, you’re in good company, because it means different things in different contexts!

Read on for a “30,000-foot view” of all 3 variations on the phrase “REST API” in Salesforce.

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Python pour Salesforce: compte -> campagne

07 Mar 2019 🔖 python tutoriels salesforce 💬 FR

Aujourd’hui, on complique une tâche Salesforce très simple en Excel pour voir comment achever le même but avec Python.

La tâche, c’est de constituer une campagne à partir d’une liste des contacts associés à un compte.

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Setting up Python on Windows with Anaconda

05 Mar 2019 🔖 python tutorials windows salesforce beginner 💬 EN

I keep warning students not to use real, corporate CSV files in Python with online “IDEs” like or CodeBunk, and to install Python on your local machine instead.

Finally, I’ve written a tutorial to walk you through it!

These screenshots document the simplest approach I know of for installing Python on a Windows machine.

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Setting up Python on Windows with Miniconda by Anaconda

04 Mar 2019 🔖 python tutorials windows salesforce beginner 💬 EN

After documenting this process step-by-step, I’ve concluded that the best way to install Python on your computer is to follow these shorter instructions and simply:

Download & install software called “Anaconda”. Look for software called “Spyder” in your Start menu, run it, and start coding.

You’ll be much happier than you would following these instructions, which take you through installing “Miniconda” (made by the makers of Anaconda) and adding functionality like “Spyder” and “Pandas” by hand.

But Miniconda takes less space, and may be easier to install without admin rights to your computer, so it’s worth documenting step-by-step.

Plus, even if you install “big Anaconda,” as I like to call it, the instructions on installing & updating “modules” in this documentation may come in handy if you need to install extra modules like “Simple Salesforce” or if you want to update your Python installation in a year.

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Logging into Salesforce's Marketing Cloud API (w/ Python or Postman)

26 Feb 2019 🔖 python marketing cloud salesforce tutorials api 💬 EN

Sometimes, just getting a login acknowledgement from an API is half the battle of using it.

Here, with screenshots, is how I finally logged into Salesforce Marketing Cloud’s API.

I used Python, but most of the steps have nothing to do with code.
Any language that can do HTTPS POST requests will do.

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Git and SourceTree setup with AWS federation on Windows

20 Feb 2019 🔖 git python aws windows 💬 EN

Do you have “single sign-on” for your Amazon Web Services accounts, but need to set up your computer to talk to their CodeCommit git repository hosting?

If you have Windows, Python, and Git installed on your computer, here’s how you can do so without messing up any other plain-old-username-and-password repositories you connect to!

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Studying programming by writing glossaries

17 Feb 2019 🔖 tips 💬 EN

While I can relate to the phrase, “I don’t know what any of those 30 words mean … it feels like too much to ask about all of them,” a study trick from grad school has greatly increased my ability to “fake it till I make it” in these situations!

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Cleaning bad Pardot data with Python

15 Feb 2019 🔖 python pardot salesforce tutorials api 💬 EN

This is an intermediate-level “Python for Salesforce” post – but still “admineloper”-level (e.g. you can code a basic trigger comfortably). Today we’ll go into a bit different usage for Python than we’ve been doing with CSV/XLSX-modifying!

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Git brain dump

12 Feb 2019 🔖 git tutorials 💬 EN

I barely know anything about Git, but I’m about to get trained in on more.
So I’m checkpointing what I think I do know at this point, in an “explain it like I’m five” fashion.

“OMG, you have it all wrong!” comments welcome.
(“OMG, that’s technically correct but painfully oversimplified” comments not necessary at this point.) 😃

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Telling Sourcetree about one of my GitHub repositories

12 Feb 2019 🔖 git tutorials 💬 EN

I edit this blog using Git. Learn how I set up graphical software called SourceTree to make it easier.
(This is also a gentle way to start getting used to concepts behind Git if you’re a Salesforce administrator who wants to learn SFDX.)

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