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cruttleycruttley 

Need to create a csv file based on data from 5 objects - what is best tool/method?

We have a requirement to create a csv file based on objects in SalesForce....Account, Contact, and a few other custom objects related to Survey, Survey Candidates and Survey Results.

 

We have discovered it is not possible to create a Report Type in SalesForce that will link all these objects together.

 

And we have little experience outside of standard SalesForce reporting.

 

We are looking for recommendations on how to deliver this requirement......web services, sites, visualforce, etc.

 

Can anyone point us in the right direction?

V1nitV1nit

Hi,

 

You can do this using Salesforce Data Loader. Perform an export of the objects and the fields within those objects you are interested in.

You can download the Data Loader from the Setup menu, under Administration Setup - Data Management.

 
cruttleycruttley

Thanks v1nit, but I do not think your suggestion will work.

 

The Data Loader only allows an export of one object at a time. That is not what we are looking for.

 

We are looking to extract fields from 5 objects at the same time (like an SQL 5 table join)....and we are looking for advice on the overall architecture/tool that we should use to achieve this.
V1nitV1nit

Try the procedure described in the below link.

 

http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_soql_relationships.htm

 

or alternatively you may try this http://www.crmfusion.com/demandtools/downloads.php