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README.md
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title:
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colorFrom:
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colorTo: purple
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sdk: gradio
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sdk_version:
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app_file: app.py
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pinned: false
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license: mit
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---
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---
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title: Salesforce Data Loader
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emoji: π
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colorFrom: blue
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colorTo: purple
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sdk: gradio
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sdk_version: 4.44.0
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app_file: app.py
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pinned: false
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license: mit
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---
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# π Salesforce Data Loader
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A powerful, user-friendly web application for uploading and downloading data from Salesforce. Built with Gradio and designed for easy bulk data operations.
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## β¨ Features
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### π Secure Authentication
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- Connect to Salesforce production or sandbox environments
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- Secure credential handling with username, password, and security token
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- Real-time connection status feedback
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### π€ Data Upload
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- **File Support**: Upload CSV and Excel files (.csv, .xlsx, .xls)
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- **Bulk Operations**:
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- **Insert**: Add new records
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- **Update**: Modify existing records
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- **Upsert**: Insert or update based on external ID
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- **Object Support**: Works with common Salesforce objects (Account, Contact, Lead, Opportunity, Case, etc.)
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- **Field Mapping**: Automatic field detection and validation
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- **Results Tracking**: Download detailed results with success/error reports
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### π₯ Data Export
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- Export data from any accessible Salesforce object
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- Select specific fields to export
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- Configurable record limits (100-10,000 records)
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- Download as CSV format
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- SOQL query generation
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### π‘οΈ Error Handling
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- Comprehensive error reporting
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- Field validation and type checking
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- Bulk operation result tracking
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- Detailed logging for debugging
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## π How to Use
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### 1. Connect to Salesforce
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1. Navigate to the **π Connection** tab
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2. Enter your Salesforce credentials:
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- **Username**: Your Salesforce email
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- **Password**: Your Salesforce password
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- **Security Token**: Get this from Salesforce Setup β Personal Information β Reset Security Token
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3. Check "Sandbox Environment" if connecting to a sandbox
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4. Click "π Connect to Salesforce"
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### 2. Upload Data
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1. Go to the **π€ Upload Data** tab (appears after successful connection)
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2. Upload your CSV or Excel file
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3. Select the target Salesforce object
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4. Choose operation type:
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- **Insert**: For new records
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- **Update**: For existing records (requires record IDs)
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- **Upsert**: For insert/update based on external ID
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5. Click "π€ Upload Data"
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6. Download the results file to see detailed operation results
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### 3. Export Data
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1. Go to the **π₯ Export Data** tab
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2. Select the Salesforce object to export
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3. Choose specific fields or leave empty for default fields
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4. Set the record limit (max 10,000)
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5. Click "π₯ Export Data"
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6. Download the exported CSV file
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## π Supported Salesforce Objects
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- **Account** - Companies and organizations
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- **Contact** - Individual people
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- **Lead** - Potential customers
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- **Opportunity** - Sales deals
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- **Case** - Customer service cases
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- **Campaign** - Marketing campaigns
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- **User** - Salesforce users
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- **Product2** - Products and services
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*Note: The application automatically detects which objects you have access to based on your Salesforce permissions.*
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## π§ Technical Requirements
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### For Users
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- Valid Salesforce credentials (username, password, security token)
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- CSV or Excel files for data upload
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- Modern web browser
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### For Developers
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- Python 3.8+
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- Required packages (see requirements.txt):
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- gradio==4.44.0
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- simple-salesforce==1.12.6
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- pandas==2.1.4
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- openpyxl==3.1.2
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- xlsxwriter==3.1.9
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- python-dotenv==1.0.0
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- requests==2.31.0
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- numpy==1.24.3
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## π Security & Privacy
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- **No Data Storage**: Your Salesforce credentials and data are not stored on our servers
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- **Secure Connections**: All API calls use HTTPS encryption
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- **Session-Based**: Connections are only maintained during your browser session
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- **Local Processing**: File processing happens in real-time without permanent storage
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## π¨ Important Notes
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1. **Security Token**: If you've never used the security token, reset it in Salesforce Setup
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2. **API Limits**: Be mindful of your Salesforce API call limits
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3. **Field Mapping**: Ensure your CSV/Excel column names match Salesforce field names
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4. **Required Fields**: Make sure all required Salesforce fields are included in your data
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5. **Data Validation**: Review your data before upload to avoid errors
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## π οΈ Local Development
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To run this application locally:
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```bash
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# Clone the repository
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git clone <your-repo-url>
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cd salesforce-data-loader
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# Install dependencies
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pip install -r requirements.txt
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# Run the application
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python app.py
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```
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The application will be available at `http://localhost:7860`
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## π€ Contributing
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Contributions are welcome! Please feel free to submit a Pull Request.
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## π License
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This project is licensed under the MIT License - see the LICENSE file for details.
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## π Support
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If you encounter any issues:
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1. Check your Salesforce credentials and permissions
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2. Verify your security token is current
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3. Ensure your data format matches Salesforce field requirements
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4. Review the error messages in the results download
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---
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**Built with β€οΈ using Gradio and Simple-Salesforce**
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