Demystifying the salesforce reports api

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. Who am I ?
Amit Chaudhary (Salesforce MVP)
• Active on Salesforce Developer Community
• Blogging at http://amitsalesforce.blogspot.in/
• Co-Organizer of :- FarmingtonHillsSFDCDug

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. Agenda
Need for Salesforce Reports API?
Features & Capabilities
Understanding the Basics
Demo
Q & A

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. 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. 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. 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. 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. 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. 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. Questions ?...

13. Thank You

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