Users needed to view data formatted in Excel but still accessible from their preferred environment
Cochranville Ag depends on accurate and accessible data. Their crop rotation information is essential to correct crop management – the wrong information could result in costly errors and even ruin entire crops.
Their non-developer users were struggling with the sheer amount of data collected and spent a lot of time exporting data to Excel and manually adjusting the information to fit their needs. Cochranville Ag wanted to improve the experience for their users and enable them to generate formatted Excel reports directly from the Salesforce interface.
How they made it possible – no code required
Cochranville Ag used FME to query Salesforce based on given parameters, process the crop rotation data, and arrange the data in an informative Excel report. They then published this workspace to FME Flow Hosted and used the FME Flow REST API to connect it to a Salesforce workflow. Now, users can click a button to request an Excel report from Salesforce, and FME processes the job and delivers the report via email.