This is a demo of the Dash interactive Python framework developed by Plotly.

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.

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

This app uses Salesforce API in order to implement a custom CRM dashboard. The API is used via the module Simple-Salesforce. Create a free SalesForce developer trial account: https://developer.salesforce.com/signup to utilize this API and run the app.

• Dash - Main server and interactive components
• Plotly Python - Used to create the interactive plots

The following are screenshots for the app in this repo: