When an opportunity is updated, or a new opportunity is entered, I want to run and distribute an existing Salesforce report
The "RUN REPORT" action is an important complementary function to Salesforce.
Currently, we have to manually export a report from salesforce to feed it to a PowerBI Dashboard. Since it has more than 2000 entries, SalesforceAPI cannot give me all the records directly to the PowerBI. Some functionality to run and export the report would be great to have.
I need to run a Salesforce report on a daily basis and export the data in the report to a .csv file to import into another system. The Salesforce report pulls data from the previous day so the data changes each day.
I would like to be able to run a report, and append the rows into excel with some extra data.