In Excel, open the Data tab and choose From Other Sources -> From Microsoft Query. Choose the Salesforce DSN. Select the option to use Query Wizard to create/edit queries.
Full Answer
How do I query my data in Salesforce?
Query Operation. Drag and drop Salesforce Query Connector to get the details of the salesforce object and configure the listener to trigger the request. Configure the connection details for Salesforce and use the Basic Username and Password connection (Username, Password, Securitytoken), you can also use other connections as well to do the ...
How to write soql query in Salesforce?
Write SOQL Queries
- SOQL Files #. VS Code supports writing SOQL in both Apex files and standalone .soql files. ...
- Code Completions #. VS Code supports code completions for SOQL embedded in Apex files and .soql files. ...
- Use SOQL Builder to Build and Run Queries #. Use SOQL Builder to build and run your SOQL queries. ...
- Execute SOQL Text #. ...
- Execute SOQL Inline #. ...
How do I implement Salesforce?
- It allows editing templates and controlling any changes made within a document.
- You can send signature requests to multiple individuals, adding their roles and request expiration dates.
- There are numerous features for adding initials. You can draw, type or capture them with a camera.
How to create and edit Salesforce reports?
- The data type isn’t supported. Check the releases and roadmap mentioned above to find out what’s currently supported.
- The field-level security for the field doesn’t allow you to edit it. ...
- The record type plus page layout combination that’s assigned to your profile doesn’t allow you to edit the field. ...
- Other restrictions apply. ...
How do I access query editor in Salesforce?
Execute SOQL queries or SOSL searches in the Query Editor panel of the Developer Console.Enter a SOQL query or SOSL search in the Query Editor panel.If you want to query tooling entities instead of data entities, select Use Tooling API.Click Execute.More items...
How do I export query results from Salesforce to Excel?
Export query result to Excel file Right-click on the query result and select Inspect. Look for the table tag, then do "Copy element". Open Excel and Paste to get the result.
How do I export a query result from Salesforce workbench?
To export data from Workbench, you need to opt for Bulk CSV in the “View As” options and run your query. Once it has run, you can download the query results by clicking on the download icon next to the Batch ID.
How do I copy a query from developer console?
Right click on div and select on Copy > Copy Element. Now you have copied all the data. Now you can easily paste it into Excel or CSV to store the data.
How do I import data from Salesforce to Excel?
Open MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC. Choose the Salesforce Data source that you have configured in the previous section. Click on OK, you should now see authentication window as below. Fill in your username and password and Click on Connect.
How do I export data from SOQL?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
How do I export to Excel?
Choose File > Export > Save Project as File, and under Other File Types, double-click Microsoft Excel Workbook. (In Project 2010, choose File > Save As, and next to Save as type, choose Excel Workbook.) In the Save As dialog box, pick a location for the workbook.
How do I export contacts from Salesforce to Excel?
Click the “Account Type” drop-down box, and then click the contacts to export. For example, click “Accounts & Contacts” to export all contact data for accounts. Click “Leads” to export contact information for leads.
How do I automate export data in Salesforce?
Method 1: Automate Salesforce Data Export Using Salesforce Built-In Export FeatureClick on “Setup” enter “Data Export” in the “Quick Find” box, then select “Data Export” and “Export Now” or “Schedule Export”. ... Select the intended encoding for your export file.More items...•
How do I extract data from Salesforce Developer Console?
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How do I download a log from the Salesforce Developer Console?
To download a copy of the selected log as a text file, click File | Download Log. The default name for the file is apex. log . To prevent logs from loading when you open the Developer Console, go to Help | Preferences and set Prevent Logs on Load to true .
How do I download from developer console?
Select (Production/Sandbox) depending on from where you've to export csv file and login. Follow the image, click on 'Query' button. In the next screen, you'll be able to download the file.
About Data Cornering
This is my journey in work with data. I believe that every tool has some beauty, advantages, and disadvantages. And with that being said – I totally love Excel, but when it lacks resources, I switch to a better approach without bitching about it. There are moments when it is better to use Excel, Power BI, R, etc.
Connect to the Salesforce data with Power Query
1. Use the Get data icon. If you are using Power BI, that is the first thing you usually do when starting a new report. In Excel, you can find that in the data tab.
OAuth error when connecting to Salesforce with Power Query
Usually, it happens while connecting to the Salesforce for the first time. Wait for a minute and try to connect again. In my case, it worked to solve this problem.
Download
Power Query is a free download from Microsoft for Office 2010 and 2013 running on Windows 7 plus. I am running Office 2010 on Windows 7 64bit at the moment and it is working great.
What I love about Power Query
It's almost like my first programming love - Excel 4 macro language (XLM). This is the programming language I taught myself on, which is probably why I'm not much of a coder now. http://www.brighthub.com/computing/windows-platform/articles/84345.aspx
Export
Again a real scenario. My client has KPIs on number of cases answered per month. They want to do a chart to present to management overlaying KPIs with the count of Cases for the year, by quarter. How can you do that in Salesforce. It is virtually impossible (Well, there may be a big hack way of doing it, but I have not found one.
Technical
Getting an object from Salesforce does a REST query on the Salesforce database.
Issues
Of course you can only use this if you have the APIs enabled (from Professional Edition, if you pay, up to Enterprise, Developer and Ultimate).
7 Comments
Great article! You mention salesforce sandboxes for import but not export. I have found lots of questions from people trying to connect to a salesforce sandbox but no-one appears to have been successful. Please can you add any light to this? From Michca Morris The Landmark Trust (charity) UK [email protected] Thanks Michca
How to load Salesforce data?
In the Navigator dialog box, select the Salesforce Objects you want to load. You can then either select Load to load the data or select Transform Data to transform the data.
How to verify Salesforce API?
To verify access settings, go to your personal Salesforce page, open your profile settings, and search for and make sure the API Enabled checkbox is selected. Note that Salesforce trial accounts don't have API access.
How to connect to Salesforce objects?
To connect to Salesforce Objects data: Select Salesforce objects from the product-specific data connector list, and then select Connect. In Salesforce objects, choose the URL you want to use to connect. Select the Production URL if you use the Salesforce production URL ( https://www.salesforce.com) to sign in. Note.
What does it mean when a query exceeds the limit in Salesforce?
When you receive the Query is either selecting too many fields or the filter conditions are too complicated error, it means that your query exceeds the limit.
How to connect to production on Salesforce?
Currently, you may need to select the Custom URL, enter https://www.salesforce.com in the text box, and then select Production to connect to your data.
Does Salesforce support Internet Explorer?
By default, Salesforce does not support Internet Explorer 11, which is used as part of the authentication experience to online services in Power Query Desktop. Please opt-in for extended support for accessing Lightning Experience Using Microsoft Internet Explorer 11. You may also want to review Salesforce documentation on configuring Internet ...
Can Salesforce block session?
Salesforce session settings can block this integration. Ensure that the setting Lock sessions to the IP address from which they originated is disabled.
