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!

Hi there ​@Greg_BBBS 👋 Just wanted to check how you got on with Fahad’s suggestions here?

Let us know if you got it working with an API Request action, or if you could do with any help setting it up!