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I saw some reports on this forum that Salesforce reports can only be scheduled to trigger at select time intervals, and that the report will generate even if there has been no change in the underlying data.

 

Is this true?  My use case is that I am emailing data on particular cases to a client, and I want to send the report only when the case has been updated.

5 answers
  1. Aug 22, 2022, 7:18 PM

    Hi @Anita Taylor

     

    In your case you have to create a visualforce email template to render the report records, and using a flow you can trigger an email to the customer whenever a case has been updated. 

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