Hey all!
I’ll start with my end goal (because maybe there’s another way to get to my desired result than what I’m asking). Weekly, I want to push a list of “Opportunities with Products” where the term start date on the product is before the close date of the opportunity from SF → Google Sheets. It is easy enough to pull a report of them within Salesforce- but I can’t get the report to export as Zapier seems to only support finding records, not reports.
Potential solutions I thought of but can’t figure out how to do
- Have Zapier find the report in SF and just push it to the sheet
- Have Zapier identify the records itself (hard because pertains to 2 objects not just one) and create rows in a sheet
Any help is appreciated!
