Note: This feature can use multiple Salesforce reports; One for Recipients and numerous others for data.
- Create a report of the desired recipients of the mass report. Ensure that the first column of this report is the record ID (Contact, Lead, User). As long as the first column is the record ID, the columns afterward can be any field and in any order.
- Put the recipient report in the Mass Recipient Report field.
- These will be the records for each run.
- If using the SF Report DDP Feature, the columns from the Mass Recipient Report (MRR) are available as filters for the SF Report used to fill data. In the Filter section for SF Report to DDP, refer to the Mass Recipient Report columns as !param# (where # is the column number, starting at 0). For example, pv0=!param3 would use the 4th column in the MRR.
Additional Information
- Using the Mass Report DDP feature, we can utilize both the Mass LOOP and the Scheduled DocGen Package features together.
- This allows for the generation and delivery of many unique documents (Mass LOOP), delivered on a scheduled recurring basis (Report DDP).
- This feature uses a Recipient Report, a Salesforce report which should include the ID of the contact you'd like to send to the first column. The Report DDP will run once for each recipient on the Recipient Report.