Data 360 Python Connector
Use the Data 360 Python Connector to extract and analyze your Data 360 data in Python. The connector enables you to:
- Query Data 360 data using SQL
- Work with data in Pandas DataFrames
- Create visual data models
- Perform analytical operations
- Build machine learning and AI models
Installation
Install the connector from PyPI:
1pip install salesforce-cdp-connectorAfter successful installation, you’ll see: Successfully Installed salesforce-cdp-connector-<version>
Note
Authentication
Choose one of two authentication methods:
Method 1: Username and Password
-
Create an external client app:
- Go to Set up > App Manager > New External Client App
- Complete the basic information
- Enable OAuth settings
- Enter your callback URL
- Select required OAuth scopes
- Save and continue
-
Get your credentials:
- Copy the consumer key (client ID)
- Copy the consumer secret
Method 2: OAuth Endpoint
-
Create an external client app (same steps as Method 1)
-
Select these OAuth scopes:
- refresh_token
- api
- cdp_query_api
- cdp_profile_api
-
Get your OAuth tokens:
- Construct the authorization URL:
1<LOGIN_URL>/services/oauth2/authorize?response_type=code&client_id=<client_id>&redirect_uri=<callback_url> - Get the login URL from Set up > My Domain
- Get the callback URL from Set up > App Manager > View External Client App > Call Back URL
- Open the URL in your browser
- Extract the authorization code from the redirect URL
- Make a POST request to get tokens:
1<YOUR_ORG_URL>/services/oauth2/token?code=<CODE>&grant_type=authorization_code&client_id=<clientId>&client_secret=<clientSecret>&redirect_uri=<callback_uri> - Save the access_token and refresh_token from the response
- Construct the authorization URL:
Using the Connector
1. Create a Connection
With Username and Password
1from salesforcecdpconnector.connection import SalesforceCDPConnection
2
3conn = SalesforceCDPConnection(
4 login_url='your_org_url',
5 user_name='your_username',
6 password='your_password',
7 client_id='your_consumer_key',
8 client_secret='your_consumer_secret'
9)With OAuth Tokens
1from salesforcecdpconnector.connection import SalesforceCDPConnection
2
3conn = SalesforceCDPConnection(
4 login_url='your_org_url',
5 client_id='your_consumer_key',
6 client_secret='your_consumer_secret',
7 core_token='your_access_token',
8 refresh_token='your_refresh_token'
9)2. Execute Queries
Create a cursor and execute your SQL query:
1cur = conn.cursor()
2cur.execute('SELECT * FROM your_table')3. Fetch Results
Choose one of three methods to retrieve your data:
Fetch One Row
1result = cur.fetchone()Fetch All Rows
1results = cur.fetchall()Get Pandas DataFrame
1df = conn.get_pandas_dataframe('SELECT * FROM your_table')Next Steps
After setting up the Python connector, here are some recommended next steps:
1. Explore Your Data
- Use the connector to query your Data 360 tables
- Examine the schema of your data model objects
- Try different SQL queries to understand your data structure
2. Data Analysis
- Create Pandas DataFrames for data analysis
- Use Python libraries like matplotlib or seaborn for visualization
- Perform statistical analysis on your data
3. Integration
- Connect the connector to your existing Python applications
- Set up automated data extraction workflows
- Integrate with your data pipeline tools
4. Advanced Topics
- Learn about Data 360 Query API
- Explore Data 360 data model objects
- Understand Data 360 limits and guidelines
5. Best Practices
- Use connection pooling for better performance
- Implement proper error handling
- Follow security best practices for credential management
- Monitor your API usage and stay within limits
6. Community Resources
- Join the Salesforce Developer Community
- Check out Trailhead modules on Data 360
- Explore GitHub examples for Data 360 integration