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Slice and Dice an Emailed Analysis — Cloud Customer Connect
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Slice and Dice an Emailed Analysis

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edited Jul 12, 2018 10:11PM in Reporting & Analytics for Sales 4 comments

Summary

I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.

Content

I have a need to parse a report that contains multiple rows of data for several hundred different people, sending only the relevant rows to each recipient.  Imagine a tabular report, where the first column contains an email address.  There are several thousand rows of data, but each person only needs to see the rows that contain their email address. With CRM OnDemand, we used a 3rd Party tool to accomplish this, but that tool does not work with Sales Cloud.

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