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Power Platform Community / Forums / Power Automate - Using Connectors / Pull Salesforce Rest A...
Power Automate - Using Connectors
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Pull Salesforce Rest API data using Power Automate Script into Excel Online (Excel 365 in browser)

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I am a Power Automate newbie and want to connect to Salesforce Rest API and pull different Salesforce Reports as Tables into Excel online in a browser (please note, i don't want to use Power BI). Also, I want to automate this script to run every 1 hour. Is it possible and if so, how do i write such a script? Can somebody demonstrate with a suitable example on how the request should be made to Salesforce from Excel online, to make this work?

  • Community Power Platform Member Profile Picture
    Community Power Pla... on at
    Re: Pull Salesforce Rest API data using Power Automate Script into Excel Online (Excel 365 in browser)

    Hi,

    Help please, i need the same

  • Community Power Platform Member Profile Picture
    Community Power Pla... on at
    Re: Pull Salesforce Rest API data using Power Automate Script into Excel Online (Excel 365 in browser)

    Hi,

    Can anyone help in this forum?

  • Community Power Platform Member Profile Picture
    Community Power Pla... on at
    Re: Pull Salesforce Rest API data using Power Automate Script into Excel Online (Excel 365 in browser)

    Hi @Johnnyg ,

    I already have ready reports and so do not want to import objects data and then try to join them etc. Is there any way to pull just the ready report using ReportId?

     

    I am trying to use the SF API's given here from Workbench :

    https://workbench.developerforce.com/restExplorer.php

     

    for e.g. trying to pull a tabular report from a link like this (dummy link):

    /services/data/v51.0/sobjects/Report/00O0d012009rFLdEa8

     

    Note: I do have a SF security token, if that helps.

  • Sutherland Profile Picture
    Sutherland on at
    Re: Pull Salesforce Rest API data using Power Automate Script into Excel Online (Excel 365 in browser)

    Hello Sifar,

    What's you mean 'connect to Salesforce Rest API and pull different Salesforce Reports as Tables'? I reckon Salesforce report is built up with entity table as well. I wonder whether you have checked below MS OOB salesforce connector action first to help you migrate entity data from Salesforce to excel online?

    https://docs.microsoft.com/en-us/connectors/salesforce/#actions

     

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