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Pipe Salesforce Einstein Data to CSV in PowerShell

Use standard PowerShell cmdlets to access Salesforce Einstein tables.

The CData Cmdlets Module for Salesforce Einstein is a standard PowerShell module offering straightforward integration with Salesforce Einstein. Below, you will find examples of using our SFEinsteinAnalytics Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Salesforce Einstein Data

Salesforce Einstein Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce Einstein Analytics.

See the Getting Started section of the CData data provider documentation for an authentication guide.

$conn = Connect-SFEinsteinAnalytics  -OAuthClientId "$OAuthClientId" -OAuthClientSecret "$OAuthClientSecret" -CallbackURL "$CallbackURL"

Selecting Data

Follow the steps below to retrieve data from the Dataset_Opportunity table and pipe the result into to a CSV file:

Select-SFEinsteinAnalytics -Connection $conn -Table Dataset_Opportunity | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myDataset_OpportunityData.csv -NoTypeInformation

You will notice that we piped the results from Select-SFEinsteinAnalytics into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-SFEinsteinAnalytics -Connection $conn -Table Dataset_Opportunity -Where "StageName = Closed Won" | Remove-SFEinsteinAnalytics

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Salesforce Einstein, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyDataset_OpportunityUpdates.csv | %{
  $record = Select-SFEinsteinAnalytics -Connection $SFEinsteinAnalytics -Table Dataset_Opportunity -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-SFEinsteinAnalytics -Connection $sfeinsteinanalytics -Table Dataset_Opportunity -Columns ("Name","CloseDate") -Values ($_.Name, $_.CloseDate) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-SFEinsteinAnalytics -Connection $sfeinsteinanalytics -Table Dataset_Opportunity -Columns ("Name","CloseDate") -Values ($_.Name, $_.CloseDate)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!