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Version: 2

Report Results

  • Category​

    • Reports

    • Design

    • Calculations

  • Flow Icon​

Overview​

The Report Results component in Plinqx is engineered to execute standard Salesforce reports and deliver the results as a JSON string. Integrating this component into your flow can significantly streamline integration logic, especially for scenarios requiring data manipulation or calculations. This component is particularly beneficial for integrations that involve complex data analysis or reporting needs.

Note: Standard Salesforce report sharing and accessibility rules apply. Ensure that the user executing the report has the necessary access to both the report and the fields it contains.

Inputs​

  1. Report Id:

    Specify the Salesforce ID of the report you wish to execute.

  2. Filter 0 - 9:

    Input up to ten filter parameters to refine the report results.

  3. Return Report Results as Summarized?

    Decide whether to receive only the summary information of the report (True) or to include all detailed records (False).

Outputs​

  1. outputResult:

    A JSON string containing the results of the executed report.

  2. Success:

    A boolean value indicating the successful creation of the log file (True/False).

Example Scenario - Integrating Report Data with External CRM System​

Scenario Overview:

A Salesforce org needs to regularly synchronize its account management data with an external Customer Relationship Management (CRM) system. The goal is to ensure that the external CRM system reflects the latest account status and metrics as reported in Salesforce.

Implementation with Report Results Component:

  1. Flow Creation for Data Synchronization:

    • Develop a Salesforce flow that triggers on a scheduled basis (e.g., daily or weekly) to initiate the data synchronization process.

  2. Incorporating Report Results Component:

    • Add the Report Results component into the flow to execute a specific Salesforce report that aggregates account management data including account status, recent activities, and key performance metrics.

  3. Configuring Component Inputs:

    • 'Report Id' is set to the ID of the Salesforce report designed to capture the necessary account data.

    • 'Filter 0 - 9' inputs are used to refine the report data, such as filtering for accounts with changes or updates since the last synchronization.

    • 'Return Report Results as Summarized?' is set to False to gather detailed record information required by the external CRM system.

  4. Executing Report and Preparing Data:

    • The flow runs the report, and the 'outputResult' captures the detailed account data in JSON format.

  5. Sending Data to External CRM:

    • Utilize Plinqx's integration capabilities to transmit the JSON-formatted report data to the external CRM system via an API call or other integration methods.

    • Implement error handling and logging (using Plinqx components) to ensure smooth data transmission and to capture any issues during the process.

Results:

This implementation enables automatic synchronization of crucial account data between Salesforce and the external CRM system. By leveraging the Report Results component within Plinqx's integration flow, the Salesforce org can maintain consistent and up-to-date information across both systems, enhancing overall data accuracy and operational efficiency.