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There is a request from an internal team at the organization to send a report extract from Salesforce to a shared network drive within the organization for a bot to pickup. Is there a way to automate this within Salesforce?
Hi Rashi,
Salesforce doesn't natively write files directly to an organization's shared network drive. A common approach is to use an external integration or middleware between Salesforce and the network location.
For example:
- Schedule a Salesforce report/export or query the required records through the Salesforce API.
- Have an integration service retrieve the data on a schedule.
- The integration writes the generated CSV/file to the shared network drive for the bot to process.
Depending on your environment, this could be implemented using MuleSoft, an ETL/integration platform, or a small scheduled service that uses the Salesforce API.
If the requirement is specifically for a scheduled Salesforce report export, rather than querying the data directly, the available options are different. Sharing the required file format, frequency, and whether middleware is already available would help determine the best approach.