通过Salesforce API获取Salesforce中属于报表的所有线索
通过Salesforce API获取Salesforce中属于报表的所有线索
提问于 2021-09-08 14:17:28
这个问题是在2013年被问到的，据说是不被支持的。我希望它在过去的8年里得到了支持.
你好啊
我是Salesforce生态系统/API的新手，在处理我的项目(项目X)的以下需求时遇到了一些问题。
我正在开发的系统需要查询Salesforce的线索。它还需要过滤从Salesforce询问的线索的能力。与其在我们项目的一侧构建过滤功能，不如利用Salesforce中的Report's，这样用户就有了他们可以使用的最佳筛选选项(那些由Salesforce维护的)。水流会像这样：
用户在Salesforce中创建一个报告，该报表返回一个引线列表。用户登录到项目X并从其Salesforce account.
- Project X中已经存在的报表列表中选择一个报告，然后可以通过Salesforce API.
获取所选报告返回的所有线索。
我已经找到了从Salesforce API获取线索或报告的文档。但是，我还没有找到任何解释如何返回特定报告返回的线索的方法。
如有任何帮助/指导，将不胜感激。
谢谢!
回答 1
Stack Overflow用户
发布于 2022-06-12 10:56:46
总之，/services/data/v35.0/analytics/reports/00OR0000000K2UeMAK?includeDetails=true是一个同步端点，您可以使用它来获取所需的内容。下面是一个响应有效负载示例。您在请求行-> dataCells。reportExtendedMetadata包含缓存所需的所有高级元数据细节。
{
"attributes" : {
"describeUrl" :
"/services/data/v35.0/analytics/reports/00OR0000000K2UeMAK/describe",
"instancesUrl" :
"/services/data/v35.0/analytics/reports/00OR0000000K2UeMAK/instances",
"reportId" :
"00OR0000000K2UeMAK",
"reportName" : "Deals Closing This Quarter",
"type" : "Report"
},
"allData" : true,
"factMap" : {
"2!0_0" : {
"aggregates" : [
{ "label" : "$16,000.01", "value" : 16000.010000000000218278728425502777099609375 },
{ "label" : "$16,000.01", "value" : 16000.010000000000218278728425502777099609375 },
{ "label" : "1", "value" : 1 } ],
"rows" : [ {
"dataCells" : [
{ "label" : "Acme - 200 Widgets", "value" : "006R00000023IDYIA2" },
{ "label" : "$16,000.01",
"value" : { "amount" : 16000.01, "currency" : null } },
{ "label" : "Word of mouth", "value" : "Word of mouth" },
{ "label" : "Need estimate", "value" : "Need estimate" },
{ "label" : "60%", "value" : 60},
{ "label" : "Q3-2015", "value" : "Q3-2015" },
{ "label" : "12", "value" : 12 },
{ "label" : "7/31/2015", "value" : "2015-07-31" },
{ "label" : "Fred Wiliamson", "value" : "005R0000000Hv5rIAC" },
{ "label" : "-", "value" : null } ]
} ]
},
"T!0" : {
"aggregates" : [
{ "label" : "$32,021.01", "value" : 32021.00999999999839928932487964630126953125 },
{ "label" : "$16,010.51", "value" : 16010.504999999999199644662439823150634765625 },
{ "label" : "2", "value" : 2 } ],
"rows" : [ ]
},
...
"T!T" : {
"aggregates" : [
{ "label" : "$153,042.01", "value" : 153042.01000000000931322574615478515625 },
{ "label" : "$25,507.00", "value" : 25507.00166666666700621135532855987548828125 },
{ "label" : "6", "value" : 6 } ],
"rows" : [ ]
},
...
"groupingsAcross" : {
"groupings" : [
{
"groupings" : [
{ "groupings" : [ ], "key" : "0_0", "label" : "Existing Business", "value" : "Existing Business" } ],
"key" : "0",
"label" : "July 2015",
"value" : "2015-07-01"
},
{
"groupings" : [
{ "groupings" : [ ], "key" : "1_0", "label" : "Existing Business", "value" : "Existing Business" },
{ "groupings" : [ ], "key" : "1_1", "label" : "New Business", "value" : "New Business" } ],
"key" : "1",
"label" : "August 2015",
"value" : "2015-08-01"
},
{
"groupings" : [
{ "groupings" : [ ], "key" : "2_0", "label" : "Existing Business", "value" : "Existing Business" } ],
"key" : "2",
"label" : "September 2015",
"value" : "2015-09-01"
}
]
},
"groupingsDown" : {
"groupings" : [
{ "groupings" : [ ], "key" : "0", "label" : "Acme", "value" : "001R0000002GuzsIAC" },
{ "groupings" : [ ], "key" : "1", "label" : "Facebook", "value" : "001R0000001nUAmIAM" },
{ "groupings" : [ ], "key" : "2", "label" : "Home Depot", "value" : "001R0000002Gv5zIAC" },
{ "groupings" : [ ], "key" : "3", "label" : "Mircosoft", "value" : "001R0000002Gv5QIAS" } ]
},
"hasDetailRows" : true,
"reportExtendedMetadata" : {
"aggregateColumnInfo" : {
"s!AMOUNT" : {
"acrossGroupingContext" : null,
"dataType" : "currency",
"downGroupingContext" : null,
"label" : "Sum of Amount" },
"a!AMOUNT" : {
"acrossGroupingContext" : null,
"dataType" : "currency",
"downGroupingContext" : null,
"label" : "Average Amount" },
"RowCount" : {
"acrossGroupingContext" : null,
"dataType" : "int",
"downGroupingContext" : null,
"label" : "Record Count" }
},
"detailColumnInfo" : {
"OPPORTUNITY_NAME" : { "dataType" : "string", "label" : "Opportunity Name" },
"AMOUNT" : { "dataType" : "currency", "label" : "Amount" },
"LEAD_SOURCE" : { "dataType" : "picklist", "label" : "Lead Source" },
"NEXT_STEP" : { "dataType" : "string", "label" : "Next Step" },
"PROBABILITY" : { "dataType" : "percent", "label" : "Probability (%)" },
"FISCAL_QUARTER" : { "dataType" : "string", "label" : "Fiscal Period" },
"AGE" : { "dataType" : "int", "label" : "Age" },
"CREATED_DATE" : { "dataType" : "datetime", "label" : "Created Date" },
"FULL_NAME" : { "dataType" : "string", "label" : "Opportunity Owner" },
"ROLLUP_DESCRIPTION" : { "dataType" : "string", "label" : "Owner Role" }
},
"groupingColumnInfo" : {
"ACCOUNT_NAME" : { "dataType" : "string", "groupingLevel" : 0, "label" : "Account Name" },
"CLOSE_DATE" : { "dataType" : "date", "groupingLevel" : 0, "label" : "Close Date" },
"TYPE" : { "dataType" : "picklist", "groupingLevel" : 1, "label" : "Type" }
}
},
"reportMetadata" : {
"aggregates" : [ "s!AMOUNT", "a!AMOUNT", "RowCount" ],
"chart" : {
"chartType" : "Donut",
"groupings" : [ "CLOSE_DATE" ],
"hasLegend" : true,
"showChartValues" : false,
"summaries" : [ "s!AMOUNT" ],
"summaryAxisLocations" : [ "Y" ],
"title" : "Pipeline by Stage and Type"
},
"currency" : null,
"description" : null,
"detailColumns" : [ "OPPORTUNITY_NAME", "AMOUNT", "LEAD_SOURCE","NEXT_STEP",
"PROBABILITY", "FISCAL_QUARTER", "AGE", "CREATED_DATE", "FULL_NAME", "ROLLUP_DESCRIPTION" ],
"developerName" : "Deals_Closing_This_Quarter",
"division" : null,
"folderId" : "00lR0000000M8IiIAK",
"groupingsAcross" : [
{ "dateGranularity" : "Month", "name" : "CLOSE_DATE", "sortAggregate" : null, "sortOrder" : "Asc"},
{ "dateGranularity" : "None", "name" : "TYPE", "sortAggregate" : null, "sortOrder" : "Asc" } ],
"groupingsDown" : [
{ "dateGranularity" : "None", "name" : "ACCOUNT_NAME", "sortAggregate" : null, "sortOrder" : "Asc" } ],
"hasDetailRows" : true,
"hasRecordCount" : true,
"historicalSnapshotDates" : [ ],
"id" : "00OR0000000K2UeMAK",
"name" : "Deals Closing This Quarter",
"reportBooleanFilter" : null,
"reportFilters" : [
{ "column" : "BucketField_36625466", "isRunPageEditable" : true, "operator" : "equals", "value" : "Early,Late" },
{ "column" : "TYPE", "isRunPageEditable" : true, "operator" : "equals", "value" : "Existing Business,New Business" } ],
"reportFormat" : "MATRIX",
"reportType" : { "label" : "Opportunities", "type" : "Opportunity" },
"scope" : "organization",
"showGrandTotal" : true,
"showSubtotals" : true,
"sortBy" : [ ],
"standardDateFilter" : {
"column" : "CLOSE_DATE",
"durationValue" : "THIS_FISCAL_QUARTER",
"endDate" : "2015-09-30",
"startDate" : "2015-07-01" },
"standardFilters" : [
{ "name" : "open", "value" : "all" },
{ "name" : "probability", "value" : ">0" } ]
}
}你需要得到一份报告清单。/services/data/v35.0/analytics/reports最近被浏览了5次。或者你知道，你只要用SOQL就能得到你想要的所有报告。
注意：
possible
- According
- 使用最新的API版本达到极限，每个实例每小时只有500个同步调用。这可能对你的项目是好的。只是在外面打电话。我不会在这个答案中写下异步版本，因为它有很多步骤。
页面原文内容由Stack Overflow提供。腾讯云小微IT领域专用引擎提供翻译支持
原文链接：
https://stackoverflow.com/questions/69104788
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