How to view records imported from each execution of a recurring Salesforce Report

Created by Aye Myat, Modified on Fri, 13 Mar at 7:29 PM by Aye Myat

Objective

View records imported from each execution of a recurring Salesforce Report.

Applies To

  • Outreach Users

  • Recurring Salesforce Report

Procedure

All recurring Salesforce Reports will show under the Imports page. To view only the records from each execution of a recurring import, navigate to the Bulk Actions page:

  1. In the Outreach platform, click the Administration option in the left side panel.
  2. Click System activity to expand the section.
  3. Click Bulk Actions.
  4. In the Bulk Actions page, click Add Filter, then filter by Action > Import: perform.
  5. Select the Salesforce Report import action, then click on the number next to Successes or Total to view the imported records.

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