start-salesforce-with-r

https://watagusa.hatenablog.com/entry/2021/01/09/184155

Transcript

1. RͰ࢝ΊΔSalesForce
   ʙsalesforcerʹΑΔSalesForceσʔλૢ࡞ʙ
   

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2. ໨࣍
   ૝ఆࢹௌऀͱ໨త……………………………………………………Q
   ࠓ೔࿩͞ͳ͍͜ͱ……………………………………………………Q
   SalesForceͱ͸………………………………………………………Qd
   salesforcerͱ͸………………………………………………………Qd
   ΦϒδΣΫτͱ͸……………………………………………………Qd
   SOQLͱ͸………………………………………………………………Qd
   Ϩϙʔτͱ͸……………………………………………………………Qd
   ࢀߟจݙ……………………………………………………………………Q
   salesforce
   

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3. ૝ఆࢹௌऀͱ໨త
   ໨త
   ૝ఆࢹௌऀ
   جຊ༻ޠʢΦϒδΣΫτɺSOQLʣ
   ΛRΛ௨ͯ͠ཧղ͢Δɻ
   • SalesForceΛ໊લ͔͠஌Βͳ͍
   • R͸࢖༻͍ͯ͠Δ
   • ϚʔέςΟϯάͱؔΘΓ͕͋Δ
   • GUIʹ௚઀৮Γͨ͘ͳ͍
   

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4. ߴ౓ͳ͜ͱ → ೖ໳ฤͳͷͰ
   ։ൃͷ͜ͱ → ҰൠϢʔβʔΛ૝ఆʢDeveloper Console͸ͪΐͬͱ࢖͏ʣ
   Ϩϙʔτܥ → ௐࠪෆ଍ͷͨΊʢεϥΠυ͸͋Δ͚Ͳؒҧ͍͋Δ͔΋ʣ
   ࠓ೔࿩͞ͳ͍͜ͱ
   

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5. SalesForceͱ͸
   salesforce
   

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6. SalesForceͱ͸
   Salesforce͸ɺاۀͱސ٬Λͭͳ͙ސ٬؅ཧιϦϡʔγϣϯɻϚʔέςΟϯάɺӦ
   ۀɺίϚʔεɺαʔϏεͳͲ͢΂ͯͷ෦ॺͰɺސ٬ҰਓͻͱΓͷ৘ใΛҰݩతʹڞ
   ༗Ͱ͖Δ౷߹CRMϓϥοτϑΥʔϜͰ͢ɻ
   https://www.salesforce.com/jp/products/what-is-salesforce/
   https://www.salesforce.com/campaign/worlds-number-one-CRM/
   

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7. https://www.salesforce.com/jp/hub/crm/what-is-crm/
   SalesForceͱ͸
   CRMͱ͸ʮCustomer Relationship ManagementʯͷུͰɺ೔ຊޠͰ͸ʮސ
   ٬ؔ܎؅ཧʯͱݺ͹Ε·͢ɻސ٬ͱͷؔ܎ੑɺίϛϡχέʔγϣϯΛ؅ཧ
   ͠ɺࣗࣾͷैۀһͱސ٬ͱͷؔ܎ΛҰݩతʹ೺ѲͰ͖ΔΑ͏ʹ͠·͢ɻ
   

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8. SalesForceͱ͸
   ຊ೔͸ແྉͰ৮ΕΔσϞΞΧ΢ϯτͰਐΊΔɻ
   https://developer.salesforce.com/signup
   

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9. SalesForceͱ͸
   σϞΞΧ΢ϯτొ࿥׬ྃޙͷτοϓϖʔδɻ
   

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10. Ͱ΍ͬͯΈΑ͏
    

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11. salesforcerͱ͸
    

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12. https://stevenmmortimer.github.io/salesforcer/index.html
    salesforcerͱ͸
    ϦϦʔε೔ɿ
    ࠷৽Ξοϓσʔτ೔ɿ
    ։ൃऀ໊ɿSteven M. Mortimer
    ʢݱࡏʣ
    RͰSalesForceΛૢ࡞Ͱ͖Δlibraryɻ
    

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13. salesforcerͱ͸
    or OAuth
    libraryΛΠϯετʔϧޙɺೝূ৘ใΛઃఆͯ͠઀ଓɻ
    Ϣʔβʔ໊ɺύεϫʔυɺηΩϡϦςΟτʔΫϯ͕ඞཁɻ
    ʢIP੍ݶֻ͕͔͍ͬͯΔͱηΩϡϦςΟτʔΫϯ͕औಘͰ͖ͳ͍ʣ
    

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14. sf_user_infoͰ઀ଓ৘ใͷ֬ೝɻlistܗࣜͰฦ͞ΕΔɻ
    salesforcerͱ͸
    

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15. ΦϒδΣΫτͱ͸
    

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16. ΦϒδΣΫτͱ͸
    ΦϒδΣΫτ ≒ ςʔϒϧ
    

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17. ΦϒδΣΫτͱ͸
    SalesForceͷ্෦ʹλϒঢ়ʹ͋Δɺͻͱͭͻͱ͕ͭΦϒδΣΫτɻ
    

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18. https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_welcome
    ΦϒδΣΫτͱ͸
    ΦϒδΣΫτʹ͸ॳΊ͔Β༻ҙ͞Ε͍ͯΔʮඪ४ΦϒδΣΫτʯͱɺϢʔ
    βʔ͕࡞੒͢ΔʮΧελϜΦϒδΣΫτʯ͕͋ΔɻԼͷਤ͸ඪ४ΦϒδΣΫ
    τͷҰ෦ɻ
    

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19. ͰΦϒδΣΫτҰཡΛऔಘ͢Δ
    

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20. ΦϒδΣΫτͱ͸
    sf_list_objectsͰऔಘɻlistܗࣜͰฦ͞ΕΔɻ
    

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21. Ͱ΍Δͱʁ
    salesforce
    

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22. ΦϒδΣΫτͱ͸
    ઃఆ͔ΒDeveloper ConsoleΛ։͘ɻ
    

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23. ΦϒδΣΫτͱ͸
    File͔ΒOpen ResourceΛ։͘ɻ
    

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24. ΦϒδΣΫτͱ͸
    ݕࡧ૭Ͱʮ.objʯͰऴΘΔ΋ͷΛݕࡧɻ
    

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25. SOQLͱ͸
    

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26. SOQLͱ͸
    SOQLʢSalesforce Object Query Languageʣ
    ≒
    SQLʢ*Structured Query Languageʣ
    *ANSIن֨ͷSQLͱ͍͏໊শ͸ެࣜʹ͸ԿͷུͰ΋ͳ͍ͱ͞ΕΔɻ
    http://e-words.jp/w/SQL.html
    

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27. ͰΦϒδΣΫτͷத਎Λऔಘ͢Δ
    

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28. SOQLͱ͸
    sf_queryʹจࣈྻΛ౉͢ɻFROMʹΦϒδΣΫτΛࢦఆɻ
    

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29. Ͱ΍Δͱʁ
    salesforce
    

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30. ઃఆ͔ΒDeveloper ConsoleΛ։͘ɻ
    SOQLͱ͸
    

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31. SOQLͱ͸
    Query EditorΛબ୒͠ɺΫΤϦΛهड़ɺExecuteΛԡ͢ɻ
    

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32. SOQLͱ͸
    தԝͷը໘ʹ݁Ռ͕දࣔ͞ΕΔɻ
    

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33. Ϩϙʔτͱ͸
    

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34. Ϩϙʔτͱ͸
    Ϩϙʔτ
    ≒
    ΦϒδΣΫτΛूܭͨ͠΋ͷ
    

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35. Ϩϙʔτͱ͸
    τοϓϖʔδͷλϒʹଘࡏ͢Δɻ
    

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36. ͰϨϙʔτΛ࡞੒͢Δ
    

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37. Ϩϙʔτͱ͸
    sf_create_reportͰϕʔεͷϨϙʔτΛ࡞੒͔ͯ͠ΒɺϑΟϧλΛઃఆͯ͠
    sf_run_reportͰ࠶౓࡞੒͢Δɻ
    

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38. Ͱ΍Δͱʁ
    salesforce
    

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39. Ϩϙʔτͱ͸
    Ϩϙʔτը໘ͷNew Reportʢ৽نϨϙʔτʣΛ࣮ߦɻ
    

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40. Ϩϙʔτͱ͸
    ूܭର৅ͱͳΔΦϒδΣΫτΛબ୒ɻ
    

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41. Ϩϙʔτͱ͸
    FilterͰ৚݅Λઃఆɻ
    

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42. Ϩϙʔτͱ͸
    ूܭ݁Ռ͕ը໘தԝʹදࣔ͞ΕΔɻ
    

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43. ·ͱΊ
    SalesForceͱ͸
    salesforcerͱ͸
    ΦϒδΣΫτͱ͸
    SOQLͱ͸
    Ϩϙʔτͱ͸
    CRMϓϥοτϑΥʔϜ
    RͰSalesForceΛૢ࡞͢Δlibrary
    SalesForceͷςʔϒϧ
    SalesForceͷSQL
    ΦϒδΣΫτΛूܭͨ͠΋ͷ
    

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44. ɾTRAILHEAD
    https://trailhead.salesforce.com/ja/home
    ɾGitHub, ʮAn Implementation of Salesforce APIs Using Tidy Principles • salesforcerʯ
    https://stevenmmortimer.github.io/salesforcer/index.html
    ɾCRAN, ʮPackage salesforcerʯ
    https://cloud.r-project.org/web/packages/salesforcer/index.html
    ɾQiita, ʮΤϯδχΞͷͨΊͷsalesforce௒ೖ໳ʯ
    https://qiita.com/tarokamikaze/items/0bc2988534f63d4b65c5
    ࢀߟจݙ
    

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45. ENJOY!
    

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