Skip to main content

Celonis Product Documentation

Salesforce example

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice. Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

We will build an event log based on raw data from Salesforce. This event log will have data for the process "Case Management".

What do we need?

  1. Download the Case.csv sample file.

  2. Download the CaseHistory.csv sample file.

  3. Choose a way to manipulate data. We recommend JupyterLab.

Use the steps below to build the event log:
Step 1: Upload the files (if you are using JupyterLab locally you can skip this step)

Click the button bellow and upload your files.

39682838.png
Step 2: Launch a Python3 notebook

Click the + button and then select Python 3.

39682837.png
Step 3: Paste the content of the script on the right side and click the Play button
39682836.png
Step 4: Download the generated Event Log
39682835.png
Step 5: Upload your event log in Celonis and start analyzing your process

Event Log Generator for Salesforce Case Management Process

import pandas as pd
import os
import datetime                                                                                                                     

#read the files
Case = pd.read_csv(os.getcwd()+"/"+"Case.csv")
CaseHistory = pd.read_csv(os.getcwd()+"/"+"CaseHistory.csv")

#create the structure of your eventlog
#add as many columns as possible
eventlog = pd.DataFrame(columns = ['CaseID','Activity','Timestamp','Priority','Comments','Type','Status','Reason'])

#let's build our event log now

for index, row in Case.iterrows():
    # activity: Case Created
    if not pd.isna(row['CreatedDate']) and not pd.isna(row['Id']) and row['IsDeleted'] == False :
        new_row = {
            'CaseID':row['Id'], 
            'Activity':'Case Created', 
            'Timestamp':row['CreatedDate'], 
            'Priority':row['Priority'],
            'Comments':row['Comments'],
            'Type':row['Type'],
            'Status':row['Status'],
            'Reason':row['Reason']
        }
        eventlog = eventlog.append(new_row, ignore_index=True)
    # activity: Case Closed
    if not pd.isna(row['ClosedDate']) and not pd.isna(row['Id']) and row['IsDeleted'] == False and row['IsClosed'] == True:
        new_row = {
            'CaseID':row['Id'], 
            'Activity':'Case Closed', 
            'Timestamp':row['ClosedDate'], 
            'Priority':row['Priority'],
            'Comments':row['Comments'],
            'Type':row['Type'],
            'Status':row['Status'],
            'Reason':row['Reason']
        }
        eventlog = eventlog.append(new_row, ignore_index=True)

# Activities: Changes 
#Rename Id column to CaseId in order to be able to merge the two tables. In addition rename all the columns that have the same name in the case and casehistory table
Case_new = Case.rename(columns={'Id': 'CaseId', 'CreatedDate': 'CreatedDateCase', 'IsDeleted': 'IsDeletedCase'})

#Merge the tables
CaseHistory = CaseHistory.merge(Case_new, on='CaseId')

# Now we can start creating the event log for changes
for index, row in CaseHistory.iterrows():
    if not pd.isna(row['CreatedDate']) and not pd.isna(row['Id']) and row['IsDeleted'] == False :
        new_row = {
            'CaseID':row['CaseId'],
            'Activity':'Set ' + row['Field'] + ' to ' + row['NewValue'],
            'Timestamp':row['CreatedDate'], 
            'Priority':row['Priority'],
            'Comments':row['Comments'],
            'Type':row['Type'],
            'Status':row['Status'],
            'Reason':row['Reason']
        }
        eventlog = eventlog.append(new_row, ignore_index=True)
        
eventlog = eventlog.sort_values(['CaseID', 'Timestamp'], ascending=[True, True]).reset_index(drop=True)
eventlog.to_csv(os.getcwd()+"/"+"event_log.csv", index=False)
print(eventlog)