[SalesForce] Retrieve Report/Dashboard standard tab visibility level for Profile via Metadata API

To retrieve tab visibility level for specific profile the following content of package.xml works:

<types>
    <members>TransferRequest__c</members>
    <name>CustomTab</name>
</types>

<types>
    <members>SomeProfile</members>
    <name>Profile</name>
</types>

and as a result of this action SomeProfile.profile will contain:

<tabVisibilities>
    <tab>TransferRequest__c</tab>
    <visibility>Hidden</visibility>
</tabVisibilities>

How can I do the same for standard Reports and Dashboards tabs?

Best Answer

You need to retrieve the Report tab and the Profile. Here is a sample package.xml that I used:

<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
    <members>*</members>
    <members>standard-Report</members>
    <name>CustomTab</name>
</types>
<types>
    <members>Custom: Standard User</members>
    <name>Profile</name>
</types>
<version>40.0</version>

Good luck.

Sridhar

Related Solutions

[SalesForce] Full List of All Accessible Types Through Metadata Api

Good question, both these things are not as clear as they should be in the docs. Here are some points that can help you.

Discovering all Metadata Types.

This topic in the documentation gives you the top level types. However you will notice that other types such as CustomField or ValidationRule are not listed. This is due to them being child meta types.
- Which are available as part of the top level ones or individually. The way to determine those via the documetnation and downloading the WSDL is described in this topic.
The other option, programically is to call the describeMetadata operation (which is what Eclipse and other tools do).
If you want a more interactive experince the Force.com Workbench tool can also give you this list (again using the describeMetadata call as described here).

Discovering Identifiers for Metadata Types

The documentation for each metadata type (top level or child) does descrbe the full name in more detail, however the best examples can come from the XML snippets they show below.
As above, one of the best options is to browse for it via Force.com Workbench as discussed above. Or indeed let Eclipse generate your package.xml by using its Metadata Project Contents dialog.

Hope this helps!

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[SalesForce] Could not retrieve standard folder Names when we query Folder Object

I'm afraid you'll need 2 queries to achieve that.

Report folders are funny, check how is the report owner set?

The relationship between Folder and Report is visible when you run describes but it has no name so it can't be used.

You can't go "up"

SELECT Id, Name, OwnerId, Owner.Name
FROM Report

And you can't go "down"

SELECT Id, Name, DeveloperName,
    (SELECT Id, Name, DeveloperName FROM Reports)
FROM Folder

Because of that I don't think even participating in the pilot "polymorphic SOQL" thingie will help you...

Build a Map<Id, Folder> = new Map<Id, Folder>([your original query here]) and manually match with result of one of these

// 1
SELECT Id, Name, OwnerId
FROM Report
WHERE OwnerId IN :yourMap.keyset()
// or 
// WHERE OwnerId IN (SELECT Id FROM Folder WHERE Type = 'Report')

// 2 - should give same results
SELECT Id, Name, OwnerId, Owner.Name
FROM Report
WHERE OwnerId != :UserInfo.getUserId() AND OwnerId != :UserInfo.getOrganizationId()

Best Answer

Related Solutions

[SalesForce] Full List of All Accessible Types Through Metadata Api

[SalesForce] Could not retrieve standard folder Names when we query Folder Object

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