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?
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:
In the below example I have shown how to move from
Quote --> Opportunity --> Parent Account --> Parent.Parent.Account
SELECT Id, Name, OpportunityId, Opportunity.Name, Opportunity.Account.Name, Opportunity.Account.Id, Opportunity.Account.ParentId, Opportunity.Account.Parent.Name FROM Quote
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.
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.