3

I want to be able to export the related account fields for each quotation in Salesforce using Data Loader. I suspect this is possible using relationships (Object__r.FieldName__c), but I'm not 100% sure. If it is possible, can you explain how?

4

You can export parent and their parent attribute values from Child object.

But from the parent, you cannot export child object related attributes.

You could move to 5 levels up to the Parent or related objects.

As we cannot query foreign key relationships more than 5 levels away from the root SObject

so, maximum up to this level is supported from Quote:

Opportunity.Account.Parent.Parent.Parent.Name

In the below example I have shown how to move from

Quote --> Opportunity --> Parent Account --> Parent.Parent.Account

Example

SELECT Id, Name, 
    OpportunityId, 
    Opportunity.Name, 
    Opportunity.Account.Name, 
    Opportunity.Account.Id, 
    Opportunity.Account.ParentId, 
    Opportunity.Account.Parent.Name
FROM Quote

Results

hierarchy

2

Yes, Data Loader supports this behavior. You just have to type out your SELECT clause, since it won't let you select them yourself. For example, this query exports just fine:

SELECT Profile.Name FROM User

You can use any Parent__r.Field__c you want, you just have to properly specify the field path.

1

Yes, this is possible. Say for example if Account is a Parent object and User id is a child object. Then you can export the data of the user object by a query into the Account object. You have to use a relationship query like below:

SELECT ACCOUNTOWNER,CLIENT_PARTNER__r.name,CLIENT_PARTNER__r.email from ACCOUNT

Here CLIENT_PARTNER__c is the API name on account object.

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