Saleforce Query Assistant is a web based application for running Salesforce queries(SOQL) it is built using Django,Javascript and Simple_salesforce API.
Please refer the UI Overview section below to view the screenshots.
For more details refer the medium post Using Salesforce Query Assistant
Create a new directory and CD to the new directory.
Git hub link :Salesforce Query Assitant
Click Clone or Download button and Download ZIP
Unzip the file to any location.
Open Command window and CD to the unzipped path
pip install -r requirements.txt
Copy the Configuration file and make the edits
copy ".\salesforce_query_assist\querya\config_change.ini" ".\salesforce_query_assist\querya\config.ini"
Create a new directory and CD to the new directory.
git clone https://github.com/magesh83/sf_query_assistant.git
cd sf_query_assistant
pip install -r requirements.txt
Copy the Configuration file and make the edits
cp ./salesforce_query_assist/querya/config_change.ini ./salesforce_query_assist/querya/config.ini
Edit the file ./salesforce_query_assist/querya/config.ini
Modify the Salesforce connectivity details without single quote or double quotes.
[dev] # This is the name that is displayed in Environment section in the screenshot.
username=<Salesforce user name>
password=<Saleforce password>
security_token=<Salesforce token>
sandbox=<True or False>
e.g
[dev]
username=abc@abc.com
password=abcdefg
security_token=rtrt4242f
sandbox=False
Add all the Salesforce environments which needs to be accessed through the portal.
Atleast one connection setting should have the env name as dev,
If there is no env with the name dev
then you need to edit the file
./salesforce_query_assist/querya/soql.py
and make the change from dev to the new name in the function def wsdl_table_list()
.
Generate Django Secret Key from the portal https://www.miniwebtool.com/django-secret-key-generator and copy it.
Edit the file
./salesforce_query_assist/salesforce_query_assist/settings.py
and paste the value in the line
SECRET_KEY = ''
cd ./salesforce_query_assist
python manage.py makemigrations
python manage.py makemigrations querya
python manage.py migrate
python manage.py createsuperuser
That's all, set up is finished.
python manage.py runserver
If everything was set properly, the server will give the following message
Django version 1.11.1, using settings 'salesforce_query_assist.settings'
Quit the server with CONTROL-C.
To View the application, go to: http://localhost:8000/soql
To start the server in network
python manage.py runserver 0.0.0.0:8088
In the network machine you can use your IP address to connect the portal
http://<ipaddress>:8088/soql
In the login page use the username, password created in superuser step above or create a new user and access salesforce.