In this article
Timestamp limitations
The Salesforce Reports API comes with certain limitations. One of which is that a report can only have 100 columns, groupings included. A work around to this if you need more than 100 is to split the report in two or more, for example.
Another one is that you can only retrieve 2000 rows of data per timestamp. The timestamp here being the date you selected to attribute your data to when you connected the source.
In order to get around this timestamp limitation we suggest:
Pick another date when connecting that always exists and is more evenly distributed.
Filter/group the data in the report in your Salesforce UI before connecting it to Funnel to only include the data you need.
Try out the standard Salesforce connectors to see if they can help. The downside of this solution would be that you would need to then join the data in your destination (where you are planning on exporting the data to).
If none of the above seem to solve this, please contact support.
Why the "Total Records" Count May Have a Small Mismatch
The field "Number of Reports" (the record count displayed in Funnel) may not exactly match the Salesforce UI's "Total Records" value. This difference is purely due to how time zones are calculated.
The Time Zone Constraint
Salesforce UI: When you view a report in the Salesforce UI, it uses your local user time zone to determine which records fall into the filtered dates (e.g., "Yesterday" or "This Month"). This makes the total count user-specific.
Funnel (via API): The Salesforce Reports API does not provide Funnel with the necessary user-specific time zone data to replicate this exact calculation.
The Result: Funnel processes all report data using the universal standard time, UTC (Coordinated Universal Time). This difference in time zones can cause a few records that fall exactly on a midnight boundary (when one day ends and another begins) to be included or excluded differently than they are in the Salesforce UI.
Authentication Failed
Ensure that you are not trying to connect a Salesforce sandbox org. In order for Funnel to fetch data from Salesforce, you need to connect your Salesforce production org.
More about Salesforce sandboxes here.
User permissions
The user connecting the source needs the following user permissions for Funnel to be able to retrieve the report. These organised by settings category.
Object Settings
{object's name} - Read access
System Permissions
API enabled
Run reports
View reports in public folder
If you want to fetch a custom report type, you also need the following permissions.
Manage custom report types
View setup and configuration
View roles and roles hierarchy