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RͰ࢝ΊΔSalesForce ʙsalesforcerʹΑΔSalesForceσʔλૢ࡞ʙ

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

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

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

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SalesForceͱ͸ salesforce

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

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SalesForceͱ͸ σϞΞΧ΢ϯτొ࿥׬ྃޙͷτοϓϖʔδɻ

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Ͱ΍ͬͯΈΑ͏

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salesforcerͱ͸

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

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salesforcerͱ͸ or OAuth libraryΛΠϯετʔϧޙɺೝূ৘ใΛઃఆͯ͠઀ଓɻ Ϣʔβʔ໊ɺύεϫʔυɺηΩϡϦςΟτʔΫϯ͕ඞཁɻ ʢIP੍ݶֻ͕͔͍ͬͯΔͱηΩϡϦςΟτʔΫϯ͕औಘͰ͖ͳ͍ʣ

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sf_user_infoͰ઀ଓ৘ใͷ֬ೝɻlistܗࣜͰฦ͞ΕΔɻ salesforcerͱ͸

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ΦϒδΣΫτͱ͸

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ΦϒδΣΫτͱ͸ ΦϒδΣΫτ ≒ ςʔϒϧ

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ΦϒδΣΫτͱ͸ SalesForceͷ্෦ʹλϒঢ়ʹ͋Δɺͻͱͭͻͱ͕ͭΦϒδΣΫτɻ

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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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ͰΦϒδΣΫτҰཡΛऔಘ͢Δ

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ΦϒδΣΫτͱ͸ sf_list_objectsͰऔಘɻlistܗࣜͰฦ͞ΕΔɻ

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Ͱ΍Δͱʁ salesforce

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ΦϒδΣΫτͱ͸ ઃఆ͔ΒDeveloper ConsoleΛ։͘ɻ

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ΦϒδΣΫτͱ͸ File͔ΒOpen ResourceΛ։͘ɻ

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ΦϒδΣΫτͱ͸ ݕࡧ૭Ͱʮ.objʯͰऴΘΔ΋ͷΛݕࡧɻ

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SOQLͱ͸

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

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ͰΦϒδΣΫτͷத਎Λऔಘ͢Δ

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SOQLͱ͸ sf_queryʹจࣈྻΛ౉͢ɻFROMʹΦϒδΣΫτΛࢦఆɻ

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Ͱ΍Δͱʁ salesforce

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ઃఆ͔ΒDeveloper ConsoleΛ։͘ɻ SOQLͱ͸

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SOQLͱ͸ Query EditorΛબ୒͠ɺΫΤϦΛهड़ɺExecuteΛԡ͢ɻ

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SOQLͱ͸ தԝͷը໘ʹ݁Ռ͕දࣔ͞ΕΔɻ

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Ϩϙʔτͱ͸

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Ϩϙʔτͱ͸ Ϩϙʔτ ≒ ΦϒδΣΫτΛूܭͨ͠΋ͷ

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Ϩϙʔτͱ͸ τοϓϖʔδͷλϒʹଘࡏ͢Δɻ

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ͰϨϙʔτΛ࡞੒͢Δ

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

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Ͱ΍Δͱʁ salesforce

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Ϩϙʔτͱ͸ Ϩϙʔτը໘ͷNew Reportʢ৽نϨϙʔτʣΛ࣮ߦɻ

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Ϩϙʔτͱ͸ ूܭର৅ͱͳΔΦϒδΣΫτΛબ୒ɻ

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Ϩϙʔτͱ͸ FilterͰ৚݅Λઃఆɻ

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Ϩϙʔτͱ͸ ूܭ݁Ռ͕ը໘தԝʹදࣔ͞ΕΔɻ

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

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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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ENJOY!