Troubleshooting: Salesforce reports

Verify and change the report format in Salesforce

Coupler.io’s Salesforce connector can extract data only from reports in a tabular format. If a report format has been changed between importer runs, it will result in an error. 

How to verify and change the report format in Salesforce's Classic and Lightning interface:

Salesforce Classic

Select the desired report and click on Customize.

The report format can be selected above the report preview.

Salesforce Lightning

Select the desired report and click on Edit.

Make sure that the grouping is empty. In the Lightning interface, reports without any groupings appear in a tabular format. 

Limitations regarding filtering and the number of returned rows

Salesforce's API returns the first 2000 rows of the report. If the report contains more than that, Coupler.io will show a warning however the import will be successful. 

To get the full report is it recommended by Salesforce to narrow the results by filtering. Date filtering is possible in Coupler.io but other filers need to be applied on the Salesforce side. All filters are applied to the report when extracting it using Salesforce. The one exception is the limit rows filter which does not work via API.