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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+14- Zapier Orchestrator & Solution Partner
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.
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