Business Use case

Arda Turan is working as a System Administrator at Gurukul on Cloud (GoC). He has received a requirement from his Sales director to export records from the Closing This Month opportunity list view to an excel sheet or CSV.

Guided Practice (We-do):

If you ever had such a requirement, then you understand the pain. Salesforce doesn’t support export list view results to excel sheets or CSV. It doesn’t mean that you have to rewrite the list view filters in the SOQL.

REST API List View Describe returns detailed information about a list view, including the ID, the columns, and the SOQL query.

Perform the steps below to export list view results to excel sheet:

Step 1: Find out the List View Id

First of all, we have to find out the list view id.

Select the List view i.e. Closing This Month
Grab the ID from URL

Step 2: Use REST Explorer to Find the List View Filters as SOQL

Open the Workbench and log in with your Trailhead playground username and password.
Make sure that you’ve selected the Production for Environment option.
Navigate to Utilities tab and select the REST Explorer option.
Select the following options:
1. Choose an HTTP method to perform on the REST API service URI below: GET
2. URL: /services/data/v53.0/sobjects/Opportunity/listviews/00B2E00000AchVZUAZ/describe
3. Click Execute.
Check out the query in the response body.
Use keyboard shortcuts to copy query to the clipboard.
In the end, run the query to export the results to CSV file using the Workbench or Visual Studio Code.

Execute SOQL in Visual Studio Code

👉 Check out the video for step-by-step instructions.

Formative Assessment:

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What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.