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.

Feb. 9: FRENCH-language demo of Python for Saleforce admins!

24 Jan 2019 🔖 python pandas csv excel spreadsheet tutorials salesforce salesforce saturday 💬 EN ( FR )

In this Salesforce Saturday “hands-on demo,” I’ll show you simple, powerful Python code for modifying spreadsheets like you would export from / import into Salesforce.

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Proper-Casing CSV/XLSX Data With Python

10 Jan 2019 🔖 python pandas csv excel spreadsheet tutorials salesforce 💬 EN

Helen Anderson’s article “Excel Series: Formulas and Functions” went around Twitter today, and her first steps were so beautifully simple I thought, “Hey, let’s see what they look like in Python for a little compare-and-contrast.”

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Filter a large CSV file with Python

08 Jan 2019 🔖 python pandas csv excel spreadsheet tutorials salesforce 💬 EN ( FR )

The problem with large files in Excel isn’t generally the size, per se. It’s that Excel tries to show you all its work. To modify huge CSV or XLSX files, such as exports from your Salesforce “Task” and “Contact” tables, consider writing code with a language like Python.

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Filtrer un gros fichier CSV avec Python

08 Jan 2019 🔖 python pandas csv excel feuilles de calcul tutoriels salesforce 💬 FR ( EN )

Le problème avec de gros fichiers en Excel, ce n’est pas généralement la taille de vos fichiers. C’est que Excel essaie de vous montrer tous ses calculs. Considérez donc un langage de programmation tel que Python pour modifier de gros fichiers CSV et XLSX, comme les exportations de vos tableaux Salesforce comme “Tâche” et “Contact.”

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Dedupe Salesforce NPSP Emails with Python

23 Nov 2018 🔖 salesforce python questions tutorials intermediate 💬 EN

Salesforce #AwesomeAdmin Matthew (@matthewsalibi) asked how he could use Python to deduplicate Salesforce NPSP email addresses across several fields. Today I’ll provide you a script you can copy, paste, and try on your own data. And for the geeks, I’ll break it down and explain how every line works.

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Python for Salesforce Real-Life Challenge: NPSP Email Deduping

12 Nov 2018 🔖 salesforce python questions 💬 EN

Salesforce #AwesomeAdmin, reader, and “Office Hours” attendee Matthew (@matthewsalibi) got Python up and running on his computer, and is ready to dive into looking for duplicates in his Salesforce “Contacts” table. But he’s on the Nonprofit Starter Pack (NPSP), and a given email address might be in any of several fields. Today we’ll lay out his question … stay tuned for the answer!

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Every SQL Join You'll Ever Need

08 Nov 2018 🔖 databases sql 💬 EN

All right … maybe not every join. But this cheat sheet helped me score 104% on my Database 101 midterm exam, so it must be worth something.

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Why & How Should I Learn PL/SQL? (…T-SQL…PL/pgSQL…)

01 Nov 2018 🔖 databases sql triggers 💬 EN ( FR )

What if you need to perform more complex loops or conditions in your code than the SQL programming language allows? That’s why most major brands of database also understand commands written in a “procedural” programming language. Oracle calls theirs “PL/SQL,” Microsoft SQL Server calls theirs “T-SQL,” PostgreSQL calls theirs “PL/pgSQL,” etc. Let’s explore whether you need to learn one of these languages.

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Pourquoi - et comment - apprendre PL/SQL (…T-SQL…PL/pgSQL…)

01 Nov 2018 🔖 bases de données sql triggers 💬 FR ( EN )

Quoi faire si le langage de programmation SQL ne vous permet autant de contrôle de la logique conditionnelle et des boucles qu’il vous faut ? Pour cette raison, la plupart des grandes marques de bases de données comprennent également des commandes écrites dans un langage de programmation “procédural”. Chez Oracle, la langue s’appelle PL/SQL. Microsoft SQL Server : T-SQL. PostgreSQL : PL/pgSQL. Etc. Lisez cet article pour découvrir s’il vous faut apprendre l’un de ces langages.

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Salesforce Custom Metadata vs. Custom Objects

18 Oct 2018 🔖 salesforce custom metadata tutorials 💬 EN ( FR )

A colleague, new to Salesforce, asked me the difference between “custom metadata” and “custom objects” for storing “configuration and validation” information in Salesforce.

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