We are using Drawloop to generate a multi-tab Excel document out of Salesforce. We need to run the report numerous times throughout the day as information is updated. We are finding it cumbersome to run a "test" each time we want the report. Is there an easier way to get the report without having to go through the test process? Ideally it would be like running any other report out of Salesforce.
Page 1 / 1
Unfortunately, third-party buttons cannot be added to Salesorce Reports so we cannot provide a DocGen experience directly from a SFDC report. The closest we can get to 'on-demand' is the method you are using now or by hard coding the document generation URL somewhere. Some customers often do this in the form of a quick link in Saleforce classic or sometimes just as a bookmark in their web browser (only works if they are logged into SFDC and are a licensed DocGen user).
Reply
View our Community Site Map
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.