Salesforce Reports and Dashboards API

The Salesforce connector enables you to request and access tabular, summary, and matrix reports. The driver retrieves report data directly from Salesforce (server-side). You can further aggregate and filter report data client-side.

To access reports with the driver, set IncludeReports to true.

To get a list of the available reports, run:

SELECT * FROM sys_tables WHERE IsReport='true'

Tabular Reports

Tabular reports are reports that have no grouping fields.

Salesforce limits the number of rows allowed in a single report to no more than 2,000 rows. To ensure that all your data is retrieved properly, we recommend that you use filters to create reports that are narrowed down to a specific view. A limited report is more likely to fit within the row limit.

Summary and Matrix Reports

Summary or Matrix reports are reports that contain grouping fields.

For these report types, the driver does not currently support the Preview feature (Detailed rows = ON). However, the driver does expose a report summary with groupings, summary formulas, and record counts as a view. To get the detailed information, you can clone this report and remove the groupings. This turns the view into a tabular report.

Query examples

SELECT * FROM Report_Accounts_With_Contacts
SELECT Max(AnnualRevenue) FROM Report_Accounts_With_Contacts