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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

Create new connector to pull Salesforce Reports

Create new connector to pull Salesforce Reports

 

We are a large company with tens of thousands employees using Salesforce on a daily basis. Over the years, we have worked with Salesforce to make many customizations and create many reports to provide data for various reporting needs. However, we have increasingly found it inefficient and prone to error to download the reports manually. We have many teams using the Salesforce reports as a base to create additional business insights.

 

Alteryx is a great tool to manage data ETL and workflows, but it does not support pulling data from Salesforce reports directly. Instead, it only offers connectors to pull data from base Salesforce objects. The data from Salesforce objects such as tables can be useful, but do not necessarily offer the logical view of Salesforce reports, and may require a lot of efforts to reconcile the data consistency against the reports our users are used to. Sometimes, it may be impossible to repeat producing the same data from Salesforce tables as those from Salesforce reports. That in turn would cause a lot of efforts spent by the reporting teams, their audience, and users of the Salesforce reports to match things up.

 

Salesforce does not have any out-of-box solution to schedule downloading the reports. At our request, their support team did some research and have not found a good 3rd-party solution in the Salesforce App Exchange ecosystem that supports this need.

 

I strongly believe this is a great opportunity for Alteryx. Salesforce already has an API that allows for building custom applications to pull Salesforce reports. However, most Salesforce users are more business oriented and do not necessarily have the appetite to engage with their IT staff or external resources provide to develop such apps and bear the burden to main them.

 

I have attached the Salesforce Reports and Dashboards API Developer Guide for your reference.

 

Sincerely,

Vincent Wang

29 Comments
Meteoroid

Hey Vincent, 

 

I've struggled with this too. The automated report generation native to salesforce just won't cut it in some instances. So I've created a base template that has all the object connections already established. Depicted below is a nonsensical daisy chain that doesn't have any practical value but you can see how if you just have all the connections in a workflow and the basic tools connected to them you can quickly mimic your reports with the join tool. I use this same kind of methodology for building a whole gang of other things too. I find it's 10x easier to build a process in Alteryx in conjuction with some basic SFDC workflow rules than using the Process Builder in salesforce. Not only is it quicker but it's easier to visualize and test. 

 

Daisy Chain.JPG

Discussing this morning with our team and believe this would be a huge help in pulling in data from Salesforce especially where you have built in custom objects. Any idea where this stands?

Alteryx Alumni (Retired)

Bumping the thread, can we get an update on this please? 

Alteryx
Alteryx

Bumping this also...any word on this?

Alteryx
Alteryx

Hi All,

 

Thanks for all the feedback and comments. No change in status on this- we're continuing to evaluate and prioritize. Please continue to up-vote.

Meteoroid

If you learn how to write SOQL queries then you can pop those into the custom query builder on the salesforce input tool and essentially recreate any report that's been set up in SFDC. No, it's not as easy just pointing to a report and pressing run but I can pull down anything that report can generate. SOQL supports cross-object queries like report builder in SFDC. You can even aggregate data like a "Summary" report. Building SOQL queries in Alteryx is actually way better than using the report builder because you can get the summarized/grouped data right out of the tool whereas in SFDC you'd have to export the data from a report and lose the sums, counts and min/max's. Essentially you have to rework the raw data with a pivot table for a minute to get it in the same view as the summary or matrix view you created.  

 

SOQL is super easy to learn. If you know SQL already then it's cake. 

 

-Caleb

Meteoroid

Bump. Let's get this going!

Meteoroid

This would be phenomenal to have.

Alteryx Partner

Hi Alteryx Team, if this is not something you plan to build into the core product, the DVW Team (developers of the Alteryx Connectors for SAP and BusinessObjects) would be happy to take a look.

 

Regards,


Darron Walton

www.dvwanalytics.com / www.dvwsolutions.com

 

Meteoroid

Checking to see if there has been any progress on this or if this is something your team has been working on Darron Walton?