Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Using a Salesforce Report as a Trigger

  • January 17, 2020
  • 8 replies
  • 645 views
R

Hey all!

Has anyone here ever hacked their way to using a Salesforce Report as a trigger?

This would allow me to keep the filtering of Leads/Accounts/Opportunities within Salesforce and help me save money on Zapier tasks that currently filter these SFDC objects.

If anyone has any ideas or hacks, please let me know. Thanks!

Ryland


Best answer by Ryland

Thanks for reaching back out, Danvers.

Yeah, so because of permission restrictions, I couldn't get an email with the report from Salesforce... 🙂


Wemakefuture
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

AndrewJDavison
Forum|alt.badge.img+11
  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • January 17, 2020

@Ryland - Possible to get the reports emailed to you in a way that could be scraped?


Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
PaulKortman
R
  • Ryland
  • Author
  • January 17, 2020

@AndrewJDavison_Luhhu Super interesting thought. Going to look into if an email like that is possible from Salesforce.


PaulKortman
jesse
Forum|alt.badge.img+9
  • jesseArchitect
  • Architect
  • January 29, 2020

@Ryland How did you make out here? Were you able to get emails from Salesforce that you were able to parse for this workflow? Let us know!


R
  • Ryland
  • Author
  • January 29, 2020

Appreciated the response, but wasn't able to get anything to work.


Danvers
Forum|alt.badge.img+12
  • DanversZapier Staff
  • Zapier Staff
  • January 30, 2020

@Ryland Do you mean that you couldn't get an email with the Report from Salesforce? Or that you could but had trouble getting the data you needed from the email?

We might be able to help if it's the latter 🙂


R
  • Ryland
  • Author
  • Answer
  • January 30, 2020

Thanks for reaching back out, Danvers.

Yeah, so because of permission restrictions, I couldn't get an email with the report from Salesforce... 🙂


AndrewJDavison
Danvers
Forum|alt.badge.img+12
  • DanversZapier Staff
  • Zapier Staff
  • January 30, 2020

Ah, I'm sorry about that @Ryland 😞


jonfriskics_ps

The best solution I’ve found so far is to parse the Salesforce report email with a Code by Zapier block that contains a custom Python script.  The script uses Regex to parse the email and pull out the values in each column.  It’s not pretty and would break if the kind of values in each column changed, but it works!

Danvers
Terms & ConditionsAccessibility statement