任何人都可以告訴我如何安排以CSV格式導出salesforce報告

Question

我有一份銷售團隊報告，我想要的是以csv格式每天安排此報告，以便用戶獲得具有此附件的郵件。

Answer 1

您可以用下面的代碼

global class ExporterCSV implements System.Schedulable { 
global void execute(SchedulableContext sc) { 
List<Merchandise__c> acclist = [Select id , name , CreatedDate , lastModifiedDate from Merchandise__c limit 10]; 
string header = 'Record Id , Name , Created Date , Modified Date \n'; 
string finalstr = header ; 
for(Merchandise__c a: acclist) 
{ 
    string recordString = a.id + ',' + a.Name + ',' + a.CreatedDate + ',' + a.LastModifiedDate + '\n'; 
    finalstr = finalstr + recordString; 
} 
Messaging.EmailFileAttachment csvAttc = new Messaging.EmailFileAttachment(); 
blob csvBlob = Blob.valueOf(finalstr); 
string csvname= 'Invoice.csv'; 
csvAttc.setFileName(csvname); 
csvAttc.setBody(csvBlob); 
Messaging.SingleEmailMessage email =new Messaging.SingleEmailMessage(); 
String[] toAddresses = new list<string> {'test@salesforce.com'}; 
String subject = 'Merchandise Report CSV'; 
email.setSubject(subject); 
email.setToAddresses(toAddresses); 
email.setPlainTextBody('The Merchandise report is attached here.'); 
email.setFileAttachments(new Messaging.EmailFileAttachment[]{csvAttc}); 
Messaging.SendEmailResult [] r = Messaging.sendEmail(new Messaging.SingleEmailMessage[] {email}); 
    } 
} 

Answer 2

這裏安排的報告是一個解決方案，我發現Kevindotcar：

http://kevindotcar.wix.com/home/apps/blog/how-to-schedule-a-report-to-send

涉及定製對象，visualforce頁面，一個visualforce電子郵件模板以及可調度的課程和工作流程。看起來相當整潔，但沒有太多的代碼。