Organizations often have a need to publish their Salesforce reports data on their public website. Common solutions include:
- Exporting a snapshot of the data from Salesforce, and hard-coding it in the website. This requires manual process and results in static website content.
- Exposing Visualforce pages through sites requires custom Salesforce development which can be expensive and difficult for web developers to style in a public website.
- Using Salesforce Communities which comes with a steep pricetag.
DaizyLogik’s Reports Data Service retrieves report data from Salesforce on demand and makes it publicly available in JSON format. This solution is highly scalable without having to write any code in Salesforce. The service can retrieve the data for any tabular report in Salesforce simply by passing the report Id to the web service.
To exemplify we have created a grantee sample report in Salesforce that shows an organization’s list of grantees for the year.
Using DaizyLogik’s Reports Data Service we have exposed the report data in a PHP web page: https://daizylogik-client.herokuapp.com/index.php
What it means for end users?
If you’re interested in using this service please contact DaizyLogik and we’ll set you up with a URL that points to your SF CRM. You will need to provide us with the login information for a Salesforce user account: user name, password and security token (preferably the password should never expire for this user).
It’s that simple. Then you’ll want to work with your web developer to display the data on your website.
What it means for web developers?
Do your clients want to expose their Salesforce reports data on their website, in a responsive manner that matches their website’s look and feel?
DaizyLogik Hosted REST Data Services provide an easy way to access any tabular Salesforce report data without having to write any code in Salesforce. We did all the hard work to authenticate, run the report, get the data, and make it publicly available. All you need to do is access a unique URL and read the JSON output which you can feed into web widgets, plugins, or PHP code. As part of our solution we provide the PHP sample code for consuming the web service.
Reports Data Service Details and API Reference
The ViewReport web service will invoke the tabular report and retrieve up to 2,000 records.
The following data and metadata about the report are retrieved:
- report name
- field names
Supported HTTPS method: GET
- clientId – this is an id provided by DaizyLogik for each client
- Salesforce report id
Example: retrieving the 2017-2018 Grantees data
Example: consuming the ViewReport web service from a PHP website: