Data Source - Salesforce Report

summary

This is a help page for setting up to transfer record data from Salesforce report.

Supported Protocols

• Data Transfer (Embulk)

Setting items

STEP1 Basic settings

Item	namerequireddefault		valuecontent
Salesforce connection information	Yes	-	From the connection information registered in advance, select the one that has the necessary permissions for this transfer setting. Please refer to the separate page for how to set the connection information.
Columns with unique values in the report	Yes	-	If a column other than one with unique values is specified in the report, an error occurs when the transfer is performed.
Report ID	Yes	-	Gets the ID of the report to be retrieved. Only tabular reports can be configured. The report ID is in the URL when you open the report details screen.
Your Search	No	Set value for report	Please enter your search criteria. If not entered, the search criteria set in the report to be retrieved are used. To edit the search criteria, you must load the report.
Filter logic	No	Set value for report	Set an expression to combine the search conditions. If not set, the filter logic set in the report is used. The join can have AND, OR, and NOT operators. Example) MATCHING CONDITION NO. 1 AND NOT MATCHING SEARCH CONDITION NO. 2 AND MATCHING SEARCH CONDITION NO. 3 OR NO. 4: 1 AND NOT 2 AND (3 OR 4) For more information, see reportBoolean Filter in the Salesforce API documentation.
Columns to be transferred	yes	Transfer only the columns displayed in the report	If there are more than 100 target columns, the job will fail when the job is executed due to a limitation of Salesforce's API. For more information, see the Salesforce API Limits documentation .
Columns to transfer report values to	No	-	Specify the column to which you want to transfer the values in the report. By default, the names of the values displayed in the report are transferred. If the data type is currency, date/time, URL, etc., the name and value of the displayed value are different. Example) If your organization's currency symbol is ¥ and your time zone is Asia/Tokyo:   Currency Value: 100, Value Name: ¥100   Date/Time Value: 2021-03-17T03:00:00Z, Value Name: 2021-03-17 12:00:00 Please note that for the Date/Time type, if you transfer the name of the value, the value without the time zone converted in the time zone of your Salesforce org will be transferred.

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Precautions

If the report to be transferred is updated during the transfer job, the transferred data may be missing.