Differences in Salesforce report formatting

Issue

Salesforce Report formatting may be different after transitioning to the Salesforce Reports REST API.

Cause

The Salesforce Reports REST API may cause the formatting of report data to be different to that of data in reports generated using the previous Salesforce report web requests method. For more information on the transition to the Reports REST API, see Step-Up Authentication for Reports Advisory.

For more information on using Microsoft Excel to manipulate data in a DocGen Package, see

Report Formatting Previous reports (generated using Salesforce web requests) Reports generated through the Salesforce Rest API
Currency Returns the currency code and value in separate columns (for example, USD and $12.34). Returns a single formatted currency value.

Percentage

 Does not include the percentage symbol (%) in the returned value. Includes the percentage symbol (%).
Number Does not include thousands separators (commas). Includes thousands separators (commas).
Boolean Returns checkbox fields as 0 or 1. Returns checkbox fields as False or True.
Picklist Returns empty picklist values as blank. Returns empty picklist values as blank "-".
Rich text length No character limit. Limited to 256 characters, in accordance with the Salesforce REST API.
Special character handling Pulls values directly from the Rich Text field on the Salesforce record. Displays values exactly as they are represented in the Salesforce report.

Resolution

Salesforce controls how the Reports API formats and returns report data. To address any resulting output differences, we recommend the following:

  • Review report templates and downstream processes against the known formatting differences.

  • Compare output from your existing reports before and after enabling the Reports API implementation.

  • Migrate or adapt templates to the new format.

  • Validate existing reports to confirm that the new output meets your requirements.

  • If migrating templates is not immediately feasible, contact Nintex Support. There are options available to preserve existing formatting behavior in the interim.