Hello there,
I'm trying to create a new data source using a Salesforce report, but the report name doesn't show up in the list when I create the data source. The report is public, not sure why I can't see it, I can only see about 14 reports, yet we have loads of reports in salesforce. Anyone got any ideas how I can view the other reports?
Thanks.
Hi Tom,
The list offered by the section in the Salesforce connector will always list the most recent reports run by you. Tip: For reports to display in the list of reports within Klipfolio, you must view and Run Report in Salesforce. This will mark it as a recently viewed report. Please try this, and if you are still having issues please email support@klipfolio.com and we can have a support agent help you troubleshoot.
Good luck, and happy dashboarding.
