KNIME Salesforce Integration - Connecting to Reports

KNIME Extensions
1

Hi,

I recently got the KNIME Salesforce Integration and am wondering if its possible to connect directly to custom reports that have been made in Salesforce? If so, how would I go about doing this? Can I do in within the Salesforce SOQL tool?

Thank you,

Austin

2

Hey @austinbauer,

According to the Salesforce forum, you cannot use SOQL to query custom reports.

The easiest way to do it is via API. You would need to extract the connection information using the Salesforce Authentication extractor. With this information, you can then make authenticated API call for salesforce within KNIME.

You might find useful this link with Salesforce documentation of endpoints related to reports. There you can see which endpoints you can access and what kind of information they output.

Let me know if this helps.

Cheers,
Ana

2 Likes
3

This would be extremely useful to have out-of-the-box. I can use the API, but I cant use Workbench to find the name of the report I need, due to “security reasons”.

4

Good morning All,
thanks for this thread. Following @ana_ved suggestion I was able to set and make the API call.
The problem is that the report is returned by Salesforce as a JSON file.
Two questions: 1. is there a predefined procedure to structure such JSON file in a suitable table, 2. alternatively, is there a way to require a different output format to Salesforce.

I remember that when using Alteryx connector, I was allowed to download the report quite out of the box. This is something Knime staff should be worked on.

Thanks in advance for any reply.

Stefano