Slaesforce FAQ

is plotly integration with salesforce

by Henriette Goyette Jr. Published 2 years ago Updated 2 years ago
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Salesforce reports are great for getting a handle on the numbers but Plotly allows for interactivity not built into the Reports Module in Salesforce. Luckily Salesforce has amazing tools around exporting data, from excel and csv files to a robust and reliable API.

Imports. Salesforce reports are great for getting a handle on the numbers but Plotly allows for interactivity not built into the Reports Module in Salesforce. Luckily Salesforce has amazing tools around exporting data, from excel and csv files to a robust and reliable API.

Full Answer

What companies use Plotly?

Google and NASA have used Plotly for data analytics, and The Boston Globe and Washington Post newsrooms have produced data journalism using Plotly.

What is Plotly JS used for?

Data visualization libraries Plotly.js is an open-source JavaScript library for creating graphs and powers Plotly.py for Python, as well as Plotly.R for R, MATLAB, Node.js, Julia, and Arduino and a REST API. Plotly can also be used to style interactive graphs with Jupyter notebook.

What is Salesforce integration and how does it work?

Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes. Think of cases in your own technology stack in which information is kept in one system but also required in another.

What is data virtualization in Salesforce?

Salesforce Connect With Salesforce Connect, you can see and edit data from an external system in Salesforce. This is known as ‘Data virtualization’ – data is shown in Salesforce when required, but does not persist in Salesforce (we’ll revisit Data virtualization later). This is a declarative but paid feature.

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What is integrated with Salesforce?

When we talk about integration, it means to create a connection between a specific Salesforce instance and another database or system. The connection could be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source.

Is Plotly Python or R?

What is Plotly? Plotly is one of the finest data visualization tools available built on top of visualization library D3. js, HTML and CSS. It is created using Python and the Django framework.

Is Plotly interactive?

Plotly produces interactive graphs, can be embedded on websites, and provides a wide variety of complex plotting options. The graphs and plots are robust and a wide variety of people can use them. The visuals are of high quality and easy to read and interpret.

What is Plotly used for?

Plotly provides online graphing, analytics, and statistics tools for individuals and collaboration, as well as scientific graphing libraries for Python, R, MATLAB, Perl, Julia, Arduino, and REST.

Is plotly better than matplotlib?

Plotly has several advantages over matplotlib. One of the main advantages is that only a few lines of codes are necessary to create aesthetically pleasing, interactive plots. The interactivity also offers a number of advantages over static matplotlib plots: Saves time when initially exploring your dataset.

Is plotly an API?

Plotly Express is a terse, consistent, high-level API for creating figures.

Is tableau better than Plotly?

Customization and Flexibility Compared to traditional visualization tools like Tableau, Plotly allows full control over what is being plotted. Since Plotly is plotted based on Pandas, you can easily perform complex transformations to your data before plotting it.

Is Plotly a Python library?

Plotly is a free and open-source graphing library for Python. We recommend you read our Getting Started guide for the latest installation or upgrade instructions, then move on to our Plotly Fundamentals tutorials or dive straight in to some Basic Charts tutorials.

Is Plotly free for commercial use?

Plotly's open-source graphing libraries are free to use, work offline and don't require any account registration. Plotly also has commercial offerings, such as Dash Enterprise and Chart Studio Enterprise.

Is plotly widely used?

Plotly is in great demand rather than other libraries like Matplotlib and Seaborn.

Is plotly visualization library?

Introduction To Plotly Plotly's Python graphing library makes interactive, publication-quality graphs. Plotly supports dynamic charts and animations as a first principle and this is the main difference between other visualization libraries like matplotlib or seaborn.

Is plotly any good?

Plotly provides support almost all the popular language, that's why it's easy to integrate. Development work is also much more reduced due to some internal calculation and DOM generation. Community support is also very good. Personally, I'm very happy with this library. I am using in Dashboard and its amazing.

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What is plotly for?

Plotly is a free web-based platform for making graphs. You can keep graphs private, make them public, and run Plotly on your own servers ( https://plotly.com/product/enterprise/ ). To get started visit https://plotly.com/python/getting-started/ .

Is plotly open source?

Plotly's Python library is free and open source! Get started by downloading the client and reading the primer .#N#You can set up Plotly to work in online or offline mode, or in jupyter notebooks .#N#We also have a quick-reference cheatsheet (new!) to help you get started!

Can you include Salesforce login in version control?

As a reminder, login details should NEVER be included in version control. Logging into Salesforce is as easy as entering in your username, password, and security token given to you by Salesforce. Here's how to get your security token from Salesforce. In [2]:

What is plotly software?

Plotly. Plotly is a technical computing company headquartered in Montreal, Quebec, that develops online data analytics and visualization tools. Plotly provides online graphing, analytics, and statistics tools for individuals and collaboration, as well as scientific graphing libraries for Python, R, MATLAB, Perl, Julia, Arduino, and REST .

Where is plotly located?

Plotly is a technical computing company headquartered in Montreal, Quebec, that develops online data analytics and visualization tools. Plotly provides online graphing, analytics, and statistics tools for individuals and collaboration, as well as scientific graphing libraries for Python, R, MATLAB, Perl, Julia, Arduino, and REST .

How much did plotly raise?

Plotly was featured in "startup row" at PyCon 2013, and sponsored the SciPy 2018 conference. Plotly raised $5.5 million during its Series A funding, led by MHS Capital, Siemens Venture Capital, Rho Ventures, Real Ventures, and Silicon Valley Bank. They have gone on to raise $7.1 million in Series B and $2.4 million in Series C funding rounds.

What is Chart Studio Enterprise?

Graphs can be embedded or downloaded. Chart Studio Enterprise is a paid product that allows teams to create, style, and share interactive graphs on a single platform. It offers expanded authentication and file export options, and does not limit sharing and viewing.

Is plotly a good place to work?

The Boston Globe and Washington Post newsrooms have produced data journalism using Plotly. In 2020, Plotly was named a Best Place to Work by the Canadian SME National Business Awards, and nominated as Business of the Year.

What is Salesforce Integration?

Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes.

What is an API?

API stands for Application Programming Interface. It is the means that allows two applications to talk to each other.

Types of Salesforce Integration Architectures

Each type of integration architecture offers both benefits and drawbacks worth noting. I will take you through the following three types:

Salesforce Integration Capabilities

As I write, I’m thinking: “ how can I talk about APIs and not make it boring? ” I’m going to keep this section short and ‘to the point’, but I hope it captures your interest and encourages you to learn more about APIs.

Salesforce Integration Patterns

Patterns are abstract – they are just conceptual. Based on your integration requirements, you can identify the pattern and each of them has a host of best practices to help you identify what is the optimal capability for you to use.

Fire and Forget

Salesforce invokes a remote system process but does not wait for completion. Instead, the remote system acknowledges the request and then hands off control back to Salesforce – hence firing, forgetting, and resuming activities.

Summary

As you can see, Salesforce Integration can be broken down into many parts. The first step is ensuring that you understand what integration is and why it’s important.

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