Dash salesforce crm

apps/dash-salesforce-crm/.gitignore

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+venv/
+.env
+__pycache__/
+apps/__pycache__/
+*.DS_Store
+.vscode
+secrets.sh

apps/dash-salesforce-crm/Procfile

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+web: gunicorn --pythonpath apps/dash-salesforce-crm index:server

apps/dash-salesforce-crm/README.md

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+# Dash Salesforce CRM
+
+This is a demo of the Dash interactive Python framework developed by [Plotly](https://plot.ly/).
+
+Dash abstracts away all of the technologies and protocols required to build an interactive web-based application and is a simple and effective way to bind a user interface around your Python code.
+
+To learn more check out our [documentation](https://plot.ly/dash).
+
+## Getting Started
+
+### Running the app locally
+
+First create a virtual environment with conda or venv inside a temp folder, then activate it.
+
+```
+virtualenv venv
+
+# Windows
+venv\Scripts\activate
+# Or Linux
+source venv/bin/activate
+
+```
+
+Clone the git repo, then install the requirements with pip
+
+```
+
+git clone https://github.com/plotly/dash-sample-apps
+cd dash-sample-apps/apps/dash-salesforce-crm
+pip install -r requirements.txt
+
+```
+
+To run the app, please create a SalesForce developer account (link is in the `About the App` section). There is an example of how the bash script should look like in the `secrets.example.sh` file. Be sure to create a new file named `secrets.sh` file and put your credentials in the file. Therefore, your credentials will not get pushed to github as the `secrets.sh` file is in the `.gitignore`.
+
+Run the app
+
+```
+source secrets.sh
+python index.py
+
+```
+
+## About the App
+
+This app uses Salesforce API in order to implement a custom CRM dashboard. The API is used via the module [Simple-Salesforce](https://pypi.org/project/simple-salesforce/). Create a free SalesForce developer trial account: [https://developer.salesforce.com/signup](https://developer.salesforce.com/signup) to utilize this API and run the app.
+
+## Built With
+
+- [Dash](https://dash.plot.ly/) - Main server and interactive components
+- [Plotly Python](https://plot.ly/python/) - Used to create the interactive plots
+
+## Screenshots
+
+The following are screenshots for the app in this repo:
+
+![Screenshot1](screenshots/opportunities_screenshot.png)
+
+![Screenshot1](screenshots/leads_screenshot.png)
+
+![Screenshot1](screenshots/cases_screenshot.png)
+
+![Animated](screenshots/dash-salesforce-demo.gif)

apps/dash-salesforce-crm/app.py

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+import math
+import dash
+import dash_html_components as html
+
+from sfManager import sf_Manager
+
+app = dash.Dash(
+    __name__, meta_tags=[{"name": "viewport", "content": "width=device-width"}]
+)
+
+app.config.suppress_callback_exceptions = True
+
+sf_manager = sf_Manager()
+
+millnames = ["", " K", " M", " B", " T"]  # used to convert numbers
+
+
+# return html Table with dataframe values
+def df_to_table(df):
+    return html.Table(
+        [html.Tr([html.Th(col) for col in df.columns])]
+        + [
+            html.Tr([html.Td(df.iloc[i][col]) for col in df.columns])
+            for i in range(len(df))
+        ]
+    )
+
+
+# returns most significant part of a number
+def millify(n):
+    n = float(n)
+    millidx = max(
+        0,
+        min(
+            len(millnames) - 1, int(math.floor(0 if n == 0 else math.log10(abs(n)) / 3))
+        ),
+    )
+
+    return "{:.0f}{}".format(n / 10 ** (3 * millidx), millnames[millidx])
+
+
+# returns top indicator div
+def indicator(color, text, id_value):
+    return html.Div(
+        [
+            html.P(id=id_value, className="indicator_value"),
+            html.P(text, className="twelve columns indicator_text"),
+        ],
+        className="four columns indicator pretty_container",
+    )