topic Re: Using a SF report in Import or Modify Tool? in DemandTools

Using a SF report in Import or Modify Tool?

jperleevt — Tue, 22 Aug 2023 17:33:32 GMT

Is it possible to use a SF report when using either modify or import?

I have a report that has to look @ 2 objects. I don't belive I can do that in DTV? On my contact obejct I roll up a feild from a custom object (called Inquiry). Sometimes my roll-up process fails. So I have a report that looks for Inquries created in the last 7 days that do NOT have an Inquiry rolled up to the contact.

Currently I export the report and use modify to kick off the roll-up process. Was hoping to skip the step of running and exporting the report.

Thanks,

Jen

Re: Using a SF report in Import or Modify Tool?

AnthonyValidity — Tue, 22 Aug 2023 18:47:08 GMT

Hi @jperleevt ,

Does the rollup just count the total amount of child records?

Regards,

Re: Using a SF report in Import or Modify Tool?

jperleevt — Tue, 22 Aug 2023 19:05:18 GMT

No sorry I shouldn't have used a SF term 🙂 . We have apex code that determines what inquiry record (from a custom object) that should populate a look-up on the contact object.

Re: Using a SF report in Import or Modify Tool?

AnthonyValidity — Tue, 22 Aug 2023 20:19:23 GMT

Hi @jperleevt ,

Hmm, I'm not understanding your specific use case and don't want to ask you 100 questions lol. Hopefully another admin here can help, but if not we can always talk about it in Office Hours - especially if I can see the rollup, etc.

Regards,