function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
ANKUR GUPTA 63ANKUR GUPTA 63 

I have a requirement i which client needs monthly data of all the notes  related to every lead . This result in  huge data which I am doing manuallly now. I query data from workbench and prepare excel . Any suggestion on automating this process?

Aman MalikAman Malik
Hi Ankur,
You should make use of Salesforce reports fort fetching data.
Reports gives a flexibility to schedule them and send to some particular user after some interval of time.
Below is the help article link for the same:
https://help.salesforce.com/articleView?id=reports_schedule.htm&type=0

Please mark the answer as best if this helps.

Thanks,
Aman
Tej PalTej Pal
Hi Ankur,

Salesforce reports is not possible with standard notes object, so you need to make custom schedular class for it.

If this answers your question mark Best Answer it as solution and then hit Like!
ANKUR GUPTA 63ANKUR GUPTA 63
@Tej .. could you please elaborate ...

Can I  do this ---  1.create a  custom object and populate content of note in the custom object using trigger on note .
                            2. Create custom report type using new custom object and thus create and schedule report 
Do this make sense ?