-
automate exporting reports
how to automate exporting reports to csv?
-
2 Replies
-
Hello Enzo,Refer to this: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7QcGSAVHope this helps you.Thanks.
- [adinserter block='9']
-
When looking to automate reports
- Click the "Report" button to generate a new report. The "Create Report" dialog will appear.
- From here, you can select the report type, data set, and file format.
- Click the image to enlarge it.
Select the "Data export for automation" report type.
Select the options you need: - Data sets: Select the data to export.
- Format: Select the format of the created file. - Then Click OK.
Log In to reply.
Popular Salesforce Blogs
Driving Operational Excellence with Lightning-Powered Enterprise Apps and Salesforce Development Partners
For a business to perform optimally and grow sustainably, its core and supporting departments, including marketing, sales, services, and human resources, require digital solutions to…
10 Commandments Of Becoming An Excellent Salesforce Administrator
Have you heard the entire hassle-bustle about Salesforce these days? Are you tantalized by the great Salary structures of various profiles in Salesforce? Well, you…
How to Call the Apex Method Imperatively in Lightning Web Component?
When we want to control when a method should be invoked (for instance, in response to a button click), we use an imperative method call. …
Popular Salesforce Videos
Learn Apex Triggers Part 1 in Salesforce Development
In this video, you will be learning about Apex Triggers in Salesforce Development: We will be discussing the following things in this video: 1. What…
What is the Future of Salesforce Developer?
Salesforce Developer jobs are on the rise. A lot of MNC companies like TCS, Infosys, Cognizant, etc are hiring Salesforce developers. In this video, Musings…
Successfully Retrieving Metadata From Salesforce org Using Packages
In this session, we will uncover various strategies that developers can use to pull metadata from Salesforce org successfully. Watch this video and learn everything.…