start-salesforce-with-r

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

Transcript

1. RͰ࢝ΊΔSalesForce ʙsalesforcerʹΑΔSalesForceσʔλૢ࡞ʙ
2. ໨࣍ ૝ఆࢹௌऀͱ໨త……………………………………………………Q
   ࠓ೔࿩͞ͳ͍͜ͱ……………………………………………………Q SalesForceͱ͸………………………………………………………Qd salesforcerͱ͸………………………………………………………Qd ΦϒδΣΫτͱ͸……………………………………………………Qd
   SOQLͱ͸………………………………………………………………Qd Ϩϙʔτͱ͸……………………………………………………………Qd ࢀߟจݙ……………………………………………………………………Q salesforce
3. ૝ఆࢹௌऀͱ໨త ໨త ૝ఆࢹௌऀ جຊ༻ޠʢΦϒδΣΫτɺSOQLʣ ΛRΛ௨ͯ͠ཧղ͢Δɻ • SalesForceΛ໊લ͔͠஌Βͳ͍ • R͸࢖༻͍ͯ͠Δ • ϚʔέςΟϯάͱؔΘΓ͕͋Δ • GUIʹ௚઀৮Γͨ͘ͳ͍
4. ߴ౓ͳ͜ͱ → ೖ໳ฤͳͷͰ ։ൃͷ͜ͱ → ҰൠϢʔβʔΛ૝ఆʢDeveloper Console͸ͪΐͬͱ࢖͏ʣ Ϩϙʔτܥ → ௐࠪෆ଍ͷͨΊʢεϥΠυ͸͋Δ͚Ͳؒҧ͍͋Δ͔΋ʣ ࠓ೔࿩͞ͳ͍͜ͱ
5. SalesForceͱ͸ salesforce
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/
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
8. SalesForceͱ͸ ຊ೔͸ແྉͰ৮ΕΔσϞΞΧ΢ϯτͰਐΊΔɻ https://developer.salesforce.com/signup
9. SalesForceͱ͸ σϞΞΧ΢ϯτొ࿥׬ྃޙͷτοϓϖʔδɻ
10. Ͱ΍ͬͯΈΑ͏
11. salesforcerͱ͸
12. https://stevenmmortimer.github.io/salesforcer/index.html salesforcerͱ͸ ϦϦʔε೔ɿ ࠷৽Ξοϓσʔτ೔ɿ
    ։ൃऀ໊ɿSteven M. Mortimer ʢݱࡏʣ RͰSalesForceΛૢ࡞Ͱ͖Δlibraryɻ
13. salesforcerͱ͸ or OAuth libraryΛΠϯετʔϧޙɺೝূ৘ใΛઃఆͯ͠઀ଓɻ Ϣʔβʔ໊ɺύεϫʔυɺηΩϡϦςΟτʔΫϯ͕ඞཁɻ ʢIP੍ݶֻ͕͔͍ͬͯΔͱηΩϡϦςΟτʔΫϯ͕औಘͰ͖ͳ͍ʣ
14. sf_user_infoͰ઀ଓ৘ใͷ֬ೝɻlistܗࣜͰฦ͞ΕΔɻ salesforcerͱ͸
15. ΦϒδΣΫτͱ͸
16. ΦϒδΣΫτͱ͸ ΦϒδΣΫτ ≒ ςʔϒϧ
17. ΦϒδΣΫτͱ͸ SalesForceͷ্෦ʹλϒঢ়ʹ͋Δɺͻͱͭͻͱ͕ͭΦϒδΣΫτɻ
18. https://trailhead.salesforce.com/ja/content/learn/modules/lex_salesforce_basics/lex_salesforce_basics_welcome ΦϒδΣΫτͱ͸ ΦϒδΣΫτʹ͸ॳΊ͔Β༻ҙ͞Ε͍ͯΔʮඪ४ΦϒδΣΫτʯͱɺϢʔ βʔ͕࡞੒͢ΔʮΧελϜΦϒδΣΫτʯ͕͋ΔɻԼͷਤ͸ඪ४ΦϒδΣΫ τͷҰ෦ɻ
19. ͰΦϒδΣΫτҰཡΛऔಘ͢Δ
20. ΦϒδΣΫτͱ͸ sf_list_objectsͰऔಘɻlistܗࣜͰฦ͞ΕΔɻ
21. Ͱ΍Δͱʁ salesforce
22. ΦϒδΣΫτͱ͸ ઃఆ͔ΒDeveloper ConsoleΛ։͘ɻ
23. ΦϒδΣΫτͱ͸ File͔ΒOpen ResourceΛ։͘ɻ
24. ΦϒδΣΫτͱ͸ ݕࡧ૭Ͱʮ.objʯͰऴΘΔ΋ͷΛݕࡧɻ
25. SOQLͱ͸
26. SOQLͱ͸ SOQLʢSalesforce Object Query Languageʣ ≒ SQLʢ*Structured Query Languageʣ *ANSIن֨ͷSQLͱ͍͏໊শ͸ެࣜʹ͸ԿͷུͰ΋ͳ͍ͱ͞ΕΔɻ http://e-words.jp/w/SQL.html
27. ͰΦϒδΣΫτͷத਎Λऔಘ͢Δ
28. SOQLͱ͸ sf_queryʹจࣈྻΛ౉͢ɻFROMʹΦϒδΣΫτΛࢦఆɻ
29. Ͱ΍Δͱʁ salesforce
30. ઃఆ͔ΒDeveloper ConsoleΛ։͘ɻ SOQLͱ͸
31. SOQLͱ͸ Query EditorΛબ୒͠ɺΫΤϦΛهड़ɺExecuteΛԡ͢ɻ
32. SOQLͱ͸ தԝͷը໘ʹ݁Ռ͕දࣔ͞ΕΔɻ
33. Ϩϙʔτͱ͸
34. Ϩϙʔτͱ͸ Ϩϙʔτ ≒ ΦϒδΣΫτΛूܭͨ͠΋ͷ
35. Ϩϙʔτͱ͸ τοϓϖʔδͷλϒʹଘࡏ͢Δɻ
36. ͰϨϙʔτΛ࡞੒͢Δ
37. Ϩϙʔτͱ͸ sf_create_reportͰϕʔεͷϨϙʔτΛ࡞੒͔ͯ͠ΒɺϑΟϧλΛઃఆͯ͠ sf_run_reportͰ࠶౓࡞੒͢Δɻ
38. Ͱ΍Δͱʁ salesforce
39. Ϩϙʔτͱ͸ Ϩϙʔτը໘ͷNew Reportʢ৽نϨϙʔτʣΛ࣮ߦɻ
40. Ϩϙʔτͱ͸ ूܭର৅ͱͳΔΦϒδΣΫτΛબ୒ɻ
41. Ϩϙʔτͱ͸ FilterͰ৚݅Λઃఆɻ
42. Ϩϙʔτͱ͸ ूܭ݁Ռ͕ը໘தԝʹදࣔ͞ΕΔɻ
43. ·ͱΊ SalesForceͱ͸ salesforcerͱ͸ ΦϒδΣΫτͱ͸ SOQLͱ͸ Ϩϙʔτͱ͸ CRMϓϥοτϑΥʔϜ RͰSalesForceΛૢ࡞͢Δlibrary SalesForceͷςʔϒϧ SalesForceͷSQL ΦϒδΣΫτΛूܭͨ͠΋ͷ
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
45. ENJOY!