Use Dash to Build to Web Apps on Salesforce Data 360 Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Python Connector for Salesforce Data 360, the pandas module, and the Dash framework, you can build Salesforce Data 360-connected web applications for Salesforce Data 360 data. This article shows how to connect to Salesforce Data 360 with the CData Connector and use pandas and Dash to build a simple web app for visualizing Salesforce Data 360 data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Salesforce Data 360 data in Python. When you issue complex SQL queries from Salesforce Data 360, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Data 360 and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Salesforce Data 360 Data

Connecting to Salesforce Data 360 data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Salesforce Data 360 supports authentication via the OAuth standard.

OAuth

Set AuthScheme to OAuth.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data 360 console. For further information, see Creating a Custom OAuth App in the Help documentation.

Before you connect, set these properties:

• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
• OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

When you connect, the driver opens Salesforce Data 360's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The driver then completes the OAuth process as follows:

• Extracts the access token from the callback URL.
• Obtains a new access token when the old one expires.
• Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

After installing the CData Salesforce Data 360 Connector, follow the procedure below to install the other required modules and start accessing Salesforce Data 360 through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Salesforce Data 360 Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.salesforcedatacloud as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Salesforce Data 360 Connector to create a connection for working with Salesforce Data 360 data.

cnxn = mod.connect("InitiateOAuth=GETANDREFRESH;")

Execute SQL to Salesforce Data 360

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT [Account ID], [Account Name] FROM Account WHERE EmployeeCount = '250'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-salesforcedatacloudedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Salesforce Data 360 data and configure the app layout.

trace = go.Bar(x=df.[Account ID], y=df.[Account Name], name='[Account ID]')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Salesforce Data 360 Account Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Salesforce Data 360 data.

python salesforcedatacloud-dash.py



Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for Salesforce Data 360 to start building Python apps with connectivity to Salesforce Data 360 data. Reach out to our Support Team if you have any questions.

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Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.salesforcedatacloud as mod
import plotly.graph_objs as go

cnxn = mod.connect("InitiateOAuth=GETANDREFRESH;")

df = pd.read_sql("SELECT [Account ID], [Account Name] FROM Account WHERE EmployeeCount = '250'", cnxn)
app_name = 'dash-salesforcedataclouddataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.[Account ID], y=df.[Account Name], name='[Account ID]')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Salesforce Data 360 Account Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)