I have a requirement i which client needs monthly data of all the notes related to every lead . This result in huge data which I am doing manuallly now. I query data from workbench and prepare excel . Any suggestion on automating this process?
Hi Ankur, You should make use of Salesforce reports fort fetching data. Reports gives a flexibility to schedule them and send to some particular user after some interval of time. Below is the help article link for the same: https://help.salesforce.com/articleView?id=reports_schedule.htm&type=0
Can I do this --- 1.create a custom object and populate content of note in the custom object using trigger on note . 2. Create custom report type using new custom object and thus create and schedule report Do this make sense ?
You should make use of Salesforce reports fort fetching data.
Reports gives a flexibility to schedule them and send to some particular user after some interval of time.
Below is the help article link for the same:
https://help.salesforce.com/articleView?id=reports_schedule.htm&type=0
Please mark the answer as best if this helps.
Thanks,
Aman
Salesforce reports is not possible with standard notes object, so you need to make custom schedular class for it.
If this answers your question mark Best Answer it as solution and then hit Like!
Can I do this --- 1.create a custom object and populate content of note in the custom object using trigger on note .
2. Create custom report type using new custom object and thus create and schedule report
Do this make sense ?