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Demystifying the salesforce reports api

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Demystifying the salesforce reports api

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Demystifying the salesforce reports api

  1. 1. Farmington Hills Salesforce Developer User Group Salesforce Apex Hours:- Demystifying the Salesforce Report API #SalesforceApexHours #FarmingtonHillsSFDCDug Speaker :- Jigar Shah, Amit Chaudhary Date :- Saturday, Sep 15, 2018 10:00 AM EST Venue/Link :- TBD
  2. 2. Who am I ? Amit Chaudhary (Salesforce MVP) • Active on Salesforce Developer Community • Blogging at http://amitsalesforce.blogspot.in/ • Co-Organizer of :- FarmingtonHillsSFDCDug
  3. 3. Our Speaker Jigar Shah • Enterprise Solution Architect • Speaker • Developer Community Profile • Trailblazer Community Profile • 3x Certified (Platform Dev 1, App Builder, Administrator) • Blogs at https://learnsfdcwithjigar.wordpress.com/ @jigarshah189 /in/jigarshah189
  4. 4. Agenda Need for Salesforce Reports API? Features & Capabilities Understanding the Basics Demo Q & A
  5. 5. Need for Salesforce Reports API?  Leverage Salesforce reports across systems e.g. Integrate reports data in a custom mobile app  Custom visualizations e.g. Rich animations for existing report data  Facilitate housekeeping Admin activities e.g. Delete reports owned by a specific User, Cleanup unused reports  Building custom reporting solutions e.g. Chatter post consisting of snapshot of top Opportunities this month
  6. 6. What is this all about?  Programmatic access to Salesforce Report & Dashboard data as defined in the Report & Dashboard Builder.  REST API driven  Categories • Reports API • Dashboard API • Report Filters • Analytics Notifications
  7. 7. Salesforce Reports & Dashboard API Capabilities  Create New Report  Modify Reports  Clone  Delete  Sync / Async Report Runs • List Async report runs • Recently viewed reports  Retrieve • Report Metadata • List of Report Types  Download Data as formatted Excel files  Filter Reports on Demand Reports API  Clone  Delete  Retrieve • Dashboard Metadata • Recently Viewed Dashboards • Dashboard Status • Dashboard Component Details  Filter Dashboard Results Refresh Dashboard Dashboard API
  8. 8. Understanding the Basics https://ap5.lightning.force.com/services/data/vXX.0/analytics/reports ` https://ap5.lightning.force.com/services/data/vXX.0/analytics/dashboards Salesforce instance base url Service format API Version Reports API Dashboards API
  9. 9. Demo  List of All Reports  View Report Metadata for a Report  View Report Data  Create a New Report  Clone an Existing Report  Download Report Data as an Excel  Delete an Existing Report
  10. 10. Considerations for Reports API Usage  Salesforce Org needs to have API enabled and authenticated access  Use content-type: application/json with a POST call  Support for Summary, Matrix and Tabular report formats  Use API version 43.0 & set Enabled Lightning Joined Reports (Beta) to work with Joined Reports  Maximum rows returned = 2000 / report  All limits for reports created through Report Builder hold true for the API
  11. 11. Additional Resources • Salesforce Reports & Dashboards API Dev. Guide (Documentation) • Interactive Lightning Components using Reports & Dashboards API (YouTube) • 3 Ways to Harness the Reports REST API (Documentation)
  12. 12. Questions ?...
  13. 13. Thank You
  14. 14. Follow Farmington Hills SFDC Developer Group Twitter Hashtag #FarmingtonHillsSFDCDug Meetup.com https://www.meetup.com/Farmington-Hills-Salesforce-Developer- Meetup/ Facebook Page https://www.facebook.com/FarmingtonHillsSfdcdug/?ref=bookmarks

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