This site uses different types of cookies, including analytics and functional cookies (its own and from other sites). To change your cookie settings or find out more, click here. If you continue browsing our website, you accept these cookies.
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.