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Exporting Photos from FieldKo

Bulk-export FieldKo photos using Salesforce Data Export or Data Loader

Updated over 3 months ago

FieldKo stores photos taken during audits as attachments and Salesforce Files on the taskSurveyAnswer__c records. As a Salesforce admin, you can export all these images in bulk as a single ZIP file.

FieldKo supports two standard approaches:

  • Option 1: Native Data Export — Schedule or run an ad-hoc org export that includes attachments and files.

  • Option 2: Salesforce Data Loader — Perform an export of the Attachment object via SOQL and retrieve the image files.

Follow the steps below for each method to download audit photos in one go.

Option 1: Export via Salesforce Data Export

Use Salesforce’s built-in Data Export (Setup > Data Management) to include all attachments and files, then filter to the FieldKo audit object.

  1. Open Data Export:
    In Setup, search Data Export under Data Management, then click Data Export.

  2. Configure export settings:

    • Tick Include images, documents, and attachments.

    • Tick Include Salesforce Files and Salesforce CRM Content document versions.

  3. Select the FieldKo audit object:

    • Scroll or search the list for ArxxusRFMv1__taskSurveyAnswer__c (FieldKo’s custom survey answer object).

    • Check its box so that its records (and their attachments/files) are included.

  4. Run or schedule the export:

    • Click Export Now for an immediate one-off export, or Schedule Export to set up a recurring job.

    • Salesforce will queue the job and email you when it’s ready.

  5. Download the ZIP file:

    • When you receive the email, click the download link.

    • Inside the ZIP, find folders for attachments and files. The images from your selected taskSurveyAnswer__c records will be in those folders.

Option 2: Export via Salesforce Data Loader

For more control, use the Data Loader to export attachments related to audit records.

A. Prepare a CSV of Parent IDs

  1. Export the record IDs:

    • Open Data Loader, click Export, and log in with your admin credentials.

    • Select the ArxxusRFMv1__taskSurveyAnswer__c object.

    • Choose fields Id only, and add a filter if needed (e.g. WHERE AuditDate__c > 2024-01-01).

    • Save the CSV (e.g. surveyAnswerIds.csv).

B. Export Attachments

  1. Start the Attachment export:

    • In Data Loader, click Export again.

    • Select the Attachment object (use Show all Salesforce objects if you don’t see it).

  2. Use a SOQL WHERE clause:

    • Instead of mapping fields, click SOQL Query and enter:

      SELECT Id, ParentId, Body FROM Attachment WHERE ParentId IN (SELECT Id FROM ArxxusRFMv1__taskSurveyAnswer__c WHERE Id IN ('<comma-separated IDs>'))
    • Or import your surveyAnswerIds.csv and use ParentId matching:

      • Map the ParentId field to your CSV’s Id column.

      • Select Body as the only export field if you wish, or include others like Name.

  3. Run and download:

    • Click Save & Run.

    • When the job finishes, Data Loader creates a ZIP containing each attachment (the image files).

    • Open the Success file for details on which attachments were exported, then download the ZIP via the Data Loader Task Manager link.

Tips & Troubleshooting

  • Salesforce Files vs Attachments: If you capture photos as Salesforce Files (ContentVersion/ContentDocument), use a similar SOQL on ContentVersion:

    SELECT Id, ContentDocumentId, VersionData FROM ContentVersion WHERE ContentDocumentId IN ( SELECT ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId IN (<your record IDs>) )
  • Large volumes: For hundreds or thousands of images, Data Loader’s Bulk API mode or Data Export is more reliable than the standard UI export.

  • Filtering: Always preview your list of taskSurveyAnswer__c IDs to ensure you export exactly the audits you need.

  • Permissions: Ensure your Data Loader user has Read access on Attachment, ContentVersion, and the FieldKo objects involved.

  • Storage: Exported ZIP files can be large. Store them in a secure file share or document management system for future reference.

  • Verification: After export, open a sample of the images to confirm they’re intact and correctly associated with the right audit records.

By following these methods, you can efficiently extract all FieldKo audit photos in a single ZIP, whether you prefer the simplicity of Salesforce’s Data Export or the precision of Data Loader.

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