Salesforce Sales Cloud

Salesforce Sales Cloud Report Instances API

Asynchronous report execution and results retrieval

GitHub OpenAPI

Documentation

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Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm
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Authentication
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_authentication.htm
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GettingStarted
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm
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GettingStarted
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/bulk_api_2_0.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_rest_overview.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_intro.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_what_is_chatter_connect.htm
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GettingStarted
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickstart.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_get_started.htm
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Documentation
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/salesforce-sales-cloud/refs/heads/main/openapi/salesforce-sales-cloud-report-instances-api-openapi.yml

Other Resources

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PostmanCollection
https://www.postman.com/salesforce-developers/workspace/salesforce-developers
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ChangeLog
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/rest_rns.htm
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Examples
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_code_samples.htm
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Reference
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_rest_resources.htm
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Examples
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_rest_resource_examples.htm
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Guide
https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_what.htm
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Reference
https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_message_structure.htm
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Reference
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_resources_overview.htm
🔗
Examples
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference.htm
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ChangeLog
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_release_notes.htm
🔗
Reference
https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_overview.htm

OpenAPI Specification

salesforce-sales-cloud-report-instances-api-openapi.yml Raw ↑ 
openapi: 3.1.0
info:
  title: Salesforce Sales Cloud Salesforce Analytics REST Change Events Report Instances API
  description: Access Salesforce reports, dashboards, and analytics data programmatically. Enables embedding analytics into custom applications, automating report generation, running reports synchronously or asynchronously, and managing dashboard components and filters.
  version: 59.0.0
  termsOfService: https://www.salesforce.com/company/legal/agreements/
  contact:
    name: Salesforce Developer Support
    url: https://developer.salesforce.com/
  license:
    name: Salesforce Master Subscription Agreement
    url: https://www.salesforce.com/company/legal/agreements/
servers:
- url: https://{instance}.salesforce.com/services/data/v59.0/analytics
  description: Salesforce Production or Developer Edition
  variables:
    instance:
      default: yourInstance
      description: Your Salesforce instance identifier
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Report Instances
  description: Asynchronous report execution and results retrieval
paths:
  /reports/{reportId}/instances:
    get:
      operationId: listReportInstances
      summary: Salesforce Sales Cloud List report instances
      description: Returns a list of instances for the specified report that have been run asynchronously. Each instance includes the status and completion date.
      tags:
      - Report Instances
      parameters:
      - $ref: '#/components/parameters/reportId'
      responses:
        '200':
          description: Successfully retrieved report instances
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/ReportInstance'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    post:
      operationId: executeReportAsync
      summary: Salesforce Sales Cloud Run a report asynchronously
      description: Runs a report asynchronously. Returns the report instance ID which can be used to retrieve the results when the report has finished running.
      tags:
      - Report Instances
      parameters:
      - $ref: '#/components/parameters/reportId'
      requestBody:
        required: false
        content:
          application/json:
            schema:
              type: object
              properties:
                reportMetadata:
                  type: object
                  description: Override report metadata for this execution
      responses:
        '200':
          description: Report execution started
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportInstance'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /reports/{reportId}/instances/{instanceId}:
    get:
      operationId: getReportInstanceResults
      summary: Salesforce Sales Cloud Get report instance results
      description: Retrieves the results of an asynchronous report run using the instance ID. If the report is still running, the status is returned instead of results.
      tags:
      - Report Instances
      parameters:
      - $ref: '#/components/parameters/reportId'
      - name: instanceId
        in: path
        required: true
        description: The ID of the report instance
        schema:
          type: string
      responses:
        '200':
          description: Successfully retrieved report instance results
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportResults'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  schemas:
    ReportResults:
      type: object
      description: Results from running a report
      properties:
        allData:
          type: boolean
        factMap:
          type: object
          additionalProperties:
            type: object
            properties:
              aggregates:
                type: array
                items:
                  type: object
                  properties:
                    label:
                      type: string
                    value:
                      nullable: true
              rows:
                type: array
                items:
                  type: object
                  properties:
                    dataCells:
                      type: array
                      items:
                        type: object
                        properties:
                          label:
                            type: string
                          value:
                            nullable: true
        groupingsAcross:
          type: object
        groupingsDown:
          type: object
        hasDetailRows:
          type: boolean
        reportExtendedMetadata:
          type: object
        reportMetadata:
          $ref: '#/components/schemas/ReportMetadata'
    ReportFilter:
      type: object
      description: A filter applied to a report
      properties:
        column:
          type: string
        filterType:
          type: string
        isRunPageEditable:
          type: boolean
        operator:
          type: string
          enum:
          - equals
          - notEqual
          - lessThan
          - greaterThan
          - lessOrEqual
          - greaterOrEqual
          - contains
          - notContain
          - startsWith
          - includes
          - excludes
        value:
          type: string
    ErrorResponse:
      type: array
      items:
        $ref: '#/components/schemas/ApiError'
    ReportInstance:
      type: object
      description: Information about an asynchronous report execution instance
      properties:
        completionDate:
          type: string
          format: date-time
          nullable: true
        id:
          type: string
        ownerId:
          type: string
        requestDate:
          type: string
          format: date-time
        status:
          type: string
          enum:
          - New
          - Success
          - Running
          - Error
        url:
          type: string
    ReportMetadata:
      type: object
      description: Metadata describing a report configuration
      properties:
        aggregates:
          type: array
          items:
            type: string
        chart:
          type: object
          nullable: true
        crossFilters:
          type: array
          items:
            type: object
        currency:
          type: string
          nullable: true
        description:
          type: string
          nullable: true
        detailColumns:
          type: array
          items:
            type: string
        developerName:
          type: string
        division:
          type: string
          nullable: true
        folderId:
          type: string
        groupingsAcross:
          type: array
          items:
            type: object
            properties:
              dateGranularity:
                type: string
              name:
                type: string
              sortAggregate:
                type: string
                nullable: true
              sortOrder:
                type: string
        groupingsDown:
          type: array
          items:
            type: object
            properties:
              dateGranularity:
                type: string
              name:
                type: string
              sortAggregate:
                type: string
                nullable: true
              sortOrder:
                type: string
        hasDetailRows:
          type: boolean
        hasRecordCount:
          type: boolean
        historicalSnapshotDates:
          type: array
          items:
            type: string
        id:
          type: string
        name:
          type: string
        reportBooleanFilter:
          type: string
          nullable: true
        reportFilters:
          type: array
          items:
            $ref: '#/components/schemas/ReportFilter'
        reportFormat:
          type: string
          enum:
          - TABULAR
          - SUMMARY
          - MATRIX
          - MULTI_BLOCK
        reportType:
          type: object
          properties:
            label:
              type: string
            type:
              type: string
        scope:
          type: string
        sortBy:
          type: array
          items:
            type: object
        standardDateFilter:
          type: object
          properties:
            column:
              type: string
            durationValue:
              type: string
            endDate:
              type: string
              nullable: true
            startDate:
              type: string
              nullable: true
    ApiError:
      type: object
      properties:
        errorCode:
          type: string
        message:
          type: string
  responses:
    Unauthorized:
      description: Authentication failed
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    NotFound:
      description: Resource not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
  parameters:
    reportId:
      name: reportId
      in: path
      required: true
      description: The 15 or 18 character Salesforce report ID
      schema:
        type: string
  securitySchemes:
    oauth2:
      type: oauth2
      description: Salesforce OAuth 2.0 authentication
      flows:
        authorizationCode:
          authorizationUrl: https://login.salesforce.com/services/oauth2/authorize
          tokenUrl: https://login.salesforce.com/services/oauth2/token
          scopes:
            api: Access and manage your Salesforce data
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: OAuth 2.0 Access Token
externalDocs:
  description: Salesforce Reports and Dashboards REST API Developer Guide
  url: https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm