How do I export data from Salesforce?
You can export data from Salesforce in three formats: CSV, Excel and Google Sheets. Data Export — This is the native Salesforce functionality to download data as a CSV file. You can run export manually or automatically, at weekly or monthly intervals. Weekly data export is available in Enterprise, Performance, and Unlimited Editions.
How to filter data from a Salesforce object?
Filtering Records Extracted from a Salesforce Object Filter Your Data Extract Transformation: Get a Date Component Restore a Previous Version of a Recipe sliceDataset Transformation sfdcRegister Parameters Join Node: Add Related Columns of Data to the Recipe Handle Missing Values Filter Node: Filter Rows Window Functions for Formulas
What is the best way to import data from Salesforce to Google Sheets?
Coupler.io and the Salesforce API looks better from the perspective of direct data import to Google Sheets. And Excel is definitely the best if your edition supports Salesforce integration. Otherwise, it is not good as the other options. You can give each solution a try to find out which one will work best for you. Good luck with your data!
How do I pull data from Salesforce into a worksheet?
With it, you can pull Salesforce objects, as well as Salesforce reports, directly into your worksheet. Click Setup, then expand Data Management on the left side of the page and select Data export. You’ll have two options:
How do I hide a column in a SalesForce report?
Click the gear icon and choose Select Fields to Display. Select columns on the left and click the right-facing arrow to move them to the Visible Fields area on the right. To hide a field, select it in the Visible Fields area and click the left-facing arrow to move it to the Available Fields area on the left.
How do I hide a column in SalesForce?
“Removing” Fields (from the Page Layout) Then select the layout you'd like to edit (the one where you want to hide the field). All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release.
How do I hide details in SalesForce Lightning report?
From the report builder, click Show | Details. A check mark beside the Details menu item means that details are displayed. Click Details to toggle between showing or hiding records.
How do you hide a column in a report?
Go to Report Settings -> Column Properties option. Column Properties tab displays a list of columns in a report along with a list of columns that are kept hidden by default. To hide a column, mouseover the column name and click on the Delete Icon.
How do I hide standard fields in Salesforce?
Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields.
How do I hide a field based on another field in Salesforce?
I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation.
How do I hide a report in Salesforce?
On the Reports tab, click New Report.Select Select Report Types to Hide. The green check mark next to a report means it's visible to everyone.To hide the report type, click the check mark to change it to an X.
How do I add conditional formatting to a Salesforce report?
Click the Conditional Formatting button. Click Add Conditional Formatting Rule. Select the column you want to apply the formatting rule to, set your value range and your colours. ... Click Done, then Apply. To collapse the rows, click Detail Rows. Repeat the above step for the Average Probability column.
How do I remove record count in Salesforce Lightning report?
To remove the Record Count from reports in Salesforce Classic:Open and edit the report you would like to change.Above the report's "Preview" pane, click Show.Deselect Record Count.Click Run Report.
How do you hide a column based on an SSRS expression?
To hide static columns in a table, matrix, or listIn Design view, select the table, matrix, or list to display the row and column handles.Right-click the column handle, and then click Column Visibility.In the Column Visibility dialog box, follow steps 3 and 4 in the first procedure.
How do I hide columns in Cognos report?
If you are using Cognos 8.3, you can go to the “List Column” level of properties for the column you want to hide and use the “Render Variable” property. Set up the render variable property as a boolean variable with a Yes / No.
How do I hide a column in Cognos list report?
Hide columns in list reportsSelect the column that you want to hide.Click the Select ancestor icon. in the title bar of the Properties pane and click List column.Set the Render property to No.
What is Salesforce export?
Data Export — This is the native Salesforce functionality to download data as a CSV file. You can run export manually or automatically, at weekly or monthly intervals. Weekly data export is available in Enterprise, Performance, and Unlimited Editions.
How often can you export data in Salesforce?
The available frequency of exports depends on the method you use. The native Data Export Service allows you to export data as CSV manually or automatically:
How to run import right away?
You can run the import right away if you click “ Save and Run ” or you can automate data import on a schedule using the Automatic data refresh.
Can you use Excel as a destination application?
Well, there are a few options here. You can choose Excel as a destination application in the Coupler.io tool or use the built-in Salesforce to Excel connector.
Can you pull Salesforce reports into Excel?
With it, you can pull Salesforce objects, as well as Salesforce reports, directly into your worksheet.
Can you create a custom SOQL query?
You can create a custom SOQL query yourself and paste it in the SOQL query field. In this case, you won’t be able to use the dropdown parameters of the query generator.
Can you pull data from Salesforce to Google Sheets?
NO CODING is required. You’ll be able to pull data directly from Salesforce into Google Sheets.
shariq
You need to overwrite the standard detail page with custom visualforce page, where you can show/hide the field on custom logic in script.
Parul
I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation.
When to use Apex:relatedList in Visualforce?
Using apex:relatedList in a Visualforce page when the user profile denies access to child objects
Can you hide sections of a page without Visualforce?
Just FYI, there is no straightforward way (read: without JavaScript hacks) to show/hide sections of a standard Page Layout without using Visualforce.
Can you add Visualforce to your page layout?
YOu can then add this Visualforce Page to your Page Layout. The reason I don't recommend this approach is that it is a pain to get the styling of the fields in this Page to match up with the rest of the standard page layout.
