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Purpose:

Use the marimo Python notebook in combination with the simple-salesforce, pandas, and duckdb libraries to connect to a Salesforce org, run SOQL queries, visualize results, and more.

Prerequisites:

  • Tested with Windows 10, but should also work fine with Mac and Linux. The code also works with adjustments on molab.mario.io
  • Python 3.20 (min.)
  • Make

Note: There is no need to install Marimo locally. The makefile uses a venv command to build a disposable Python environment (and Marimo is part of that build process).

Steps to Run the Marimo Notebook

  1. Add a .env file with the following keys and their respective Salesforce environment values:

    A. SF_SANDBOX_USERNAME=

    B. SF_SANDBOX_CRED=

    C. SF_SANDBOX_SECTOKEN=

  2. From the source directory, run:

    make setup-python

  3. After the above command completes, run:

    make run-marimo




That's it! Marimo should then be running on your local environment and the editor UI will open up in a browser window.



References:

https://www.salesforceben.com/ - How to identify Unused Salesforce Fields With Python

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Marimo notebook to query Salesforce org data

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