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Best answer

Using a Salesforce Report as a Trigger

  • January 17, 2020
  • 8 replies
  • 581 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 RylandBest 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... 🙂


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ikbelkirasan
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  • ikbelkirasan
    ikbelkirasan
Did this topic help you find an answer to your question?

8 replies

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


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PaulKortman
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  • PaulKortman
    PaulKortman
R
  • Ryland
  • Author
  • 3 replies
  • January 17, 2020

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


PaulKortman
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  • PaulKortman
    PaulKortman
jesse
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  • jesseArchitect
  • Architect
  • 1348 replies
  • 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
  • 3 replies
  • January 29, 2020

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


Danvers
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  • DanversZapier Staff
  • Zapier Staff
  • 3731 replies
  • 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
  • 3 replies
  • 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_Luhhu
1 person likes this
  • AndrewJDavison_Luhhu
    AndrewJDavison_Luhhu
Danvers
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  • DanversZapier Staff
  • Zapier Staff
  • 3731 replies
  • 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
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  • Danvers
    Danvers

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