Workaround for exporting Salesforce reports to OneDrive with Zapier limitations

Hi ​@Greg_BBBS 
 

Here's the doc that might help: Link

If you're still running into issues, drop a screenshot of the error and a quick description of what your Zap is doing, happy to take a look!

Thanks ​@Fahad S I’m not familiar with SQL, how would this work with the Salesforce connector?

Hi ​@Greg_BBBS 

You can try:

• Get your Report ID from the Salesforce URL when viewing the report (e.g., 00O3s000006tE7zEAE)

• Use Salesforce - API Request(Beta) with:

• • HTTP Method: GET

  • Endpoint: /services/data/vxx.x/analytics/reports/YOUR_REPORT_ID 

Documentation:

• Salesforce Analytics REST API: https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm

• Working example showing Report ID usage: https://salesforce.stackexchange.com/questions/298014/salesforce-analytics-rest-api-to-fetch-report-data/298015

Important notes:

• The API Request action requires reading Salesforce's API documentation to get the exact endpoint for your use case

• If your report has groupings or complex formatting, the API response structure varies - test with a simple report first

• Consider renaming or moving your target report within the first 2,000 in Salesforce (alphabetically or by created date) as the simplest non-technical workaround

Hope this helps you!