Husband, Dad (x3), and Salesforce admin/developer living in the Louisville, KY area.

Extracting Files from Salesforce

It’s super simple to add files to Salesforce. Just drag and drop. Easy as pie. But if you need to get those files out of Salesforce, it can be a challenge. As an admin or developer, there isn’t an interface that allows you to simply select the Files and download them.

Recently, I had to produce files related to a specific custom object. I tried several different options to get to the Files I needed. I tried the Data Export option, but that didn’t allow filtering. I tried going through Premier Support Admin Services, but it’s not option. I was referred to AppExchange apps, but they were all outdated or came with a price tag. I tried Data Loader, too, but no luck. Then, I ran across a comment from Johan Karlsteen on the developer forum saying that he had built a python script to make this work. (His blog on this topic.) He also shared the code on github. His solution was exactly what I needed.

To meet my specific use case, I made a few changes to the code. To reduce API calls, I added some batching capabilities. To help with mapping the files to their related records I added a file mapping csv export. And I added some logic to remove strings from the file name that would break the file writing process.

If you’re struggling with the same scenario, I highly recommend this method. It can save a lot of time and effort!

Merge Opportunities with Flow

Merge Opportunities with Flow