Investigate what Salesforce API lets us do

[Eric-Arellano]

Membership metrics:

• # of members
• # of US members
• # of international members
• # of states
• # of countries
• # of expiring memberships. Think about how to handle that we track 2023 and 2024

We also would prefer getting donation numbers from there, since Stripe misses some transactions:

• Total $ donations per month
• Total recurring donations per month
• # of donors per month
• Average donation per donor per month
• How many donors at each level of the tiers

[brittktrinh]

Here is the documentation for all of Salesforce’s APIs and Integration.

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APIs are only accessible with certain editions:

• Enterprise
• Unlimited
• Developer
• Performance

The “Professional” edition can purchase APIs as an add-on, but “Additional API Calls” are limited and may require an extra purchase to increase call limits. “For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Account Executive. If you don’t have a designated Account Executive, contact our Sales Team.” Extra notes on supported editions/permissions

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It is possible to automate data extraction with Python using an open source REST API. We can use SOQL (Salesforce’s version of SQL) to query for:

• zoneinfo: Time zone specified in the queried user’s settings
• address: Address of the queried user, which can include the state & country
• user_type: Type of the queried user (Can be used to determine the tier of the donor?)
• Number of members (Using the “COUNT” function?)

User information we can query Notes on SOQL

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There is also an “Analytics REST API” that we may be able to use for the donation metrics. There may be a reporting system in Salesforce itself that can retrieve these features according to this post, in case we need immediate metrics. I think this process can be automated as well, based on this documentation. Extra notes on CRM Analytics REST

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Other documentation on setting up/creating our application: https://developer.salesforce.com/docs/atlas.en-us.244.0.sfdx_setup.meta/sfdx_setup/sfdx_setup_release_notes.htm https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_intro_create_new_app.htm