FAQ

Can I export data from multiple Salesforce objects in one data flow?

Not directly in a single Objects export, but you have two options: (1) Create separate data flows for each object and use the Append transformation in Coupler.io to combine them in your destination, or (2) Use Custom SOQL with a JOIN query to combine data from related objects (e.g., SELECT Account.Name, Opportunity.Amount FROM Opportunity WHERE Account.Type = 'Customer').

What's the difference between Objects and Custom SOQL?

Objects lets you pick a standard or custom object and optionally add filters using a simple SOQL WHERE clause. Custom SOQL lets you write your entire query from scratch, including JOINs across objects, complex aggregations, and precise field selection. Use Objects for basic exports; use Custom SOQL when you need advanced control.

Can I export Salesforce data to BigQuery?

Yes. In your data flow, select BigQuery as the destination. Coupler.io will automatically create a table and schema based on your Salesforce export. You can then query that data in BigQuery for analysis.

How do I include custom fields in my export?

When using the Objects data type, specify custom field API names in the Columns field, separated by commas. Custom field names end with __c (e.g., ARR__c, Industry_Segment__c). Check your Salesforce object's field list to find exact API names.

Are sandbox environments supported?

Yes. When authorizing Coupler.io, use your sandbox login URL and credentials. Coupler.io works with both production and sandbox orgs.

Can I export a Salesforce report that's updated by formulas or roll-ups?

Yes, as long as the report is in tabular format. Matrix and summary reports that use special formatting or grouping are not supported. Convert your report to tabular format in Salesforce first.

What happens if I override a report's date range in Coupler.io?

The exported data will use the date range you specify in Coupler.io, not the report's built-in range. For example, if your report is set to "Current Quarter" but you specify "Last 90 days" in Coupler.io, the export will show the last 90 days.

How granular can I get with my Salesforce exports—can I filter by individual fields?

Yes. Use the SOQL WHERE clause in the Objects data type to filter by any field value. For example: Industry = 'Technology' AND AnnualRevenue > 1000000. For even more control, use Custom SOQL to write complex queries with multiple conditions, JOINs, and aggregations.

Can I send Salesforce data to Claude or ChatGPT?

Yes. In your data flow, select Claude, ChatGPT, Cursor, Gemini, Perplexity, or OpenClaw as your destination. Coupler.io will send your Salesforce records directly to the AI tool. This is useful for summarizing deal pipelines, generating customer success actions, or drafting sales coaching feedback.

Why is my export timing out or running slowly?

Large exports consume many Salesforce API calls and may hit rate limits. Try filtering by date range to reduce the volume of records exported, splitting the export into smaller date ranges, or staggering your data flow schedules so they don't run simultaneously. See the Performance Optimization section in Best Practices for more tips.

Can I append multiple Salesforce exports into one sheet or table?

Yes. Create multiple data flows (one for each export) and configure each to append data to the same destination sheet or table instead of replacing it. This is useful for tracking historical trends or combining data from different objects or reports.

What if my Salesforce report uses a custom date range filter I can't override?

If the report's date range is locked, consider using the Objects or Custom SOQL data type instead to pull the raw data with your own date filters. Alternatively, ask your Salesforce administrator to adjust the report's filter settings to allow overrides.