Salesforce + Schedule by Zapier
Schedule weekly reports in Salesforce with Schedule by Zapier
This workflow streamlines weekly updates in Salesforce. With scheduling in place, a detailed report is generated in Salesforce every week. This automation reduces manual effort, ensures timely report generation, and enables efficient tracking of Salesforce metrics on a weekly basis.
This workflow streamlines weekly updates in Salesforce. With scheduling in place, a detailed report is generated in Salesforce every week. This automation reduces manual effort, ensures timely report generation, and enables efficient tracking of Salesforce metrics on a weekly basis.
- When this happens...Every Week
Triggers every week, on the day(s) selected.
- automatically do this!Run Report
Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.