How to Query Live Salesforce Data in Natural Language in Python using LlamaIndex

Start querying live data from Salesforce using the CData Python Connector for Salesforce. Leverage the power of AI with LlamaIndex and retrieve insights using simple English, eliminating the need for complex SQL queries. Benefit from real-time data access that enhances your decision-making process, while easily integrating with your existing Python applications.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Salesforce data in Python. When you issue complex SQL queries from Python, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Whether you're analyzing trends, generating reports, or visualizing data, our Python connectors enable you to harness the full potential of your live data source with ease.

Getting Started

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Overview

Here's how to query live data with CData's Python connector for Salesforce data using LlamaIndex:

• Import required Python, CData, and LlamaIndex modules for logging, database connectivity, and NLP.
• Retrieve your OpenAI API key for authenticating API requests from your application.
• Connect to live Salesforce data using the CData Python Connector.
• Initialize OpenAI and create instances of SQLDatabase and NLSQLTableQueryEngine for handling natural language queries.
• Create the query engine and specific database instance.
• Execute natural language queries (e.g., "Who are the top-earning employees?") to get structured responses from the database.
• Analyze retrieved data to gain insights and inform data-driven decisions.

Import Required Modules

Import the necessary modules CData, database connections, and natural language querying.

import os
import logging
import sys

# Configure logging
logging.basicConfig(stream=sys.stdout, level=logging.INFO, force=True)
logging.getLogger().addHandler(logging.StreamHandler(stream=sys.stdout))

# Import required modules for CData and LlamaIndex
import cdata.salesforce as mod
from sqlalchemy import create_engine
from llama_index.core.query_engine import NLSQLTableQueryEngine
from llama_index.core import SQLDatabase
from llama_index.llms.openai import OpenAI

Set Your OpenAI API Key

To use OpenAI's language model, you need to set your API key as an environment variable. Make sure you have your OpenAI API key available in your system's environment variables.

# Retrieve the OpenAI API key from the environment variables
OPENAI_API_KEY = os.environ["OPENAI_API_KEY"]

''as an alternative, you can also add your API key directly within your code (though this method is not recommended for production environments due to security risks):''

# Directly set the API key (not recommended for production use)
OPENAI_API_KEY = "your-api-key-here"

Create a Database Connection

Next, establish a connection to Salesforce using the CData connector using a connection string with the required connection properties.

There are several authentication methods available for connecting to Salesforce: OAuth, Login (or basic), and SSO. The Login method requires you to have the username, password, and security token of the user.

OAuth Authentication (default)

The default authentication mechanism (and the one preferred by Salesforce) is OAuth. To use OAuth with CData's embedded OAuth application, leave the connection properties blank. If you have configured your own custom OAuth application with Salesforce (see the Help documentation for more information), set OAuthClientId, OAuthClientSecret, and CallbackURL to the properties for you application. Set InitiateOAuth to the desired OAuth flow ("GETANDREFRESH" will have the connector manage the entire OAuth flow).

Login (or Basic) Authentication

If you do not wish do not wish to use OAuth authentication, you can use Login (or basic) authentication. Set AuthScheme to Basic, and set the User, Password, and SecurityToken properties. You can configure your security token in Salesforce.

SSO (single sign-on) Authentication

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and SSOExchangeURL connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the Help documentation for more information.

Multi-Factor Authentication (MFA)

If your Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies to both OAuth and Login authentication flows.

Connecting to Salesforce

# Create a database engine using the CData Python Connector for Salesforce
engine = create_engine("cdata_salesforce_2:///?User=InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode")

Initialize the OpenAI Instance

Create an instance of the OpenAI language model. Here, you can specify parameters like temperature and the model version.

# Initialize the OpenAI language model instance
llm = OpenAI(temperature=0.0, model="gpt-3.5-turbo")

Set Up the Database and Query Engine

Now, set up the SQL database and the query engine. The NLSQLTableQueryEngine allows you to perform natural language queries against your SQL database.

# Create a SQL database instance
sql_db = SQLDatabase(engine) # This includes all tables

# Initialize the query engine for natural language SQL queries
query_engine = NLSQLTableQueryEngine(sql_database=sql_db)

Execute a Query

Now, you can execute a natural language query against your live data source. In this example, we will query for the top two earning employees.

# Define your query string
query_str = "Who are the top earning employees?"

# Get the response from the query engine
response = query_engine.query(query_str)

# Print the response
print(response)

Download a free, 30-day trial of the CData Python Connector for Salesforce and start querying your live data seamlessly. Experience the power of natural language processing and unlock valuable insights from your data today.