Opret rapporter, der inkluderer data fra objekterne og deres felter, som du har føjet til dine tilpassede rapporttyper. Når du senere importerer dine data, samler du dine datasæt ved hjælp af disse rapporter og dataene i dem.
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Tilgængelig i: både Salesforce Classic (ikke tilgængelig i alle organisationer) og Lightning Experience
Tilgængelig i: Professional, Enterprise, Performance, Unlimited og Developer Edition med Web Services API aktiveret
Brugertilladelser påkrævet
Hvis du vil generere rapporter:
Kør rapporter
I Områdeplanlægning skal du klikke på Rapporter | Ny rapport.
Vælg den rapporttype, som du oprettede for de data, du vil importere.
Vælg eventuelle kolonner, du vil inkludere, og klik derefter på Gem og kør. Giv rapporten et navn, og gem derefter dine ændringer.
Rapporten vises som en datakilde, når du er klar til at oprette dine datasæt.
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