Question

Create an Excel Report or PDF that has data from SalesForce.

  • 10 January 2021
  • 2 replies
  • 96 views

I am trying to figure out how to pull selected opportunity records from SalesForce to create a report that I can send via email.  Only our licensed SalesForce users can create and subscribe to SalesForce reports. I thought I could use Zapier so that I don’t have to create the report manually.  Does anyone know how I can accomplish this?  I’d like to select Opportunity records that have specified field values.


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2 replies

Userlevel 7
Badge +14

How search actions work

Salesforce search actions return the most recently created record that meets the search criteria, even if there are multiple records that match.

Userlevel 7
Badge +10

Hi @Jane pool