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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.

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.

Hi @Jane pool 

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