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mknowles
Contributor ⭐️⭐️⭐️⭐️
Apr 27, 2022 8:45 PM UTC
Solved

How do you schedule reports on a SF object?

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!

Azad
AzadAnswer
Gainsight Employee ⭐️
Apr 28, 2022 6:22 AM UTC

@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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Azad
Gainsight Employee ⭐️
AzadAnswer
Gainsight Employee ⭐️
Apr 28, 2022 6:22 AM UTC

@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 ⭐️⭐️⭐️⭐️
Apr 28, 2022 12:24 PM UTC

@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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