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mknowles
Contributor ⭐️⭐️⭐️⭐️
April 27, 2022
Solved

How do you schedule reports on a SF object?

  • April 27, 2022
  • 2 replies
  • 91 views

Gainsight Support is telling me that there is no way to schedule a report that is built on a SFDC object. Is that true? Is so, does anyone have a workaround?

 

Thank you!

Best answer by Azad

@mknowles  - Yes, unfortunately this is a limitation from salesforce itself and we have it documented in the support material too. The workaround is to import the data in Gainsight Objects so that they can be scheduled. 

I apologize that the workaround is not straight forward. 

2 replies

Azad
Gainsight Employee ⭐️
AzadAnswer
Gainsight Employee ⭐️
April 28, 2022

@mknowles  - Yes, unfortunately this is a limitation from salesforce itself and we have it documented in the support material too. The workaround is to import the data in Gainsight Objects so that they can be scheduled. 

I apologize that the workaround is not straight forward. 

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mknowlesAuthor
Contributor ⭐️⭐️⭐️⭐️
April 28, 2022

@Azad Thank you for the confirmation. Yes, it’s frustrating. Hopefully this will not be an issue once we migrate to NXT!

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