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Verify and change the report format in Salesforce

Coupler.io’s Salesforce connector can extract data only from reports in a tabular format. If a report format has been changed between data flow runs, it will result in an error.

How to verify and change the report format in Salesforce's Classic and Lightning interface:

Salesforce Classic

Select the desired report and click on Customize.

The report format can be selected above the report preview.

Salesforce Lightning

Select the desired report and click on Edit.

Make sure that the grouping is empty. In the Lightning interface, reports without any groupings appear in a tabular format.

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