Applying a Manipulate Job to Report results

The records that you can run a Manipulate Job on can come from several different sources, such as a simple list view, but also the results of a Deduplicate Job for example. Another source, the results of a report you have saved in Salesforce, is explained below.

Prerequisites

• The report should contain at least one column that contains record IDs.
  The Manipulate Job will run on the records in the record ID column you select. This can also be a column with records related to the report object, such as a list of Parent Accounts in an Account report. The column should contain a maximum of 1560 IDs.
• To run a Manipulate Job on report results, users need the “Run Reports” permission that lets them run a report in Salesforce.
• The report should be a saved report.
  Users can apply Manipulate Jobs to the results of saved reports that they have access to. These can be reports in a public or shared folder, or reports in a private folder of the user. The report should have been run somewhere in the past 365 days.

Running a Manipulate Job on report results

To use the results of a report in a Manipulate Job:

1. Go to Manipulate Job and click New Job.
2. Enter a Job Name that describes what the job will do.
3. At Select Records, click the Reports option.
   The available reports are shown.
4. Click the report you want to use the results from If the report contains several objects, select one of the objects as well.
   
   In this example the report 'New Leads Report' is available for Manipulate Job
   The report is run to determine which records are available for the Manipulate Job.
5. Select the report column that contains the IDs of the records that you want to apply the DAP Job to.
   
   In this example the Lead ID column can be selected
   Note that these are not necessarily the records in the report itself. The selected report column can also contain records that are related to the report records, e.g. the Parent Accounts in an Account report.
6. The Select Records field now shows the report and record ID column you selected. Hover over the field to verify which column was selected.

The Preview Record Selection option will open the report page, where you can review the contents of the selected column.
7. Click Next.

You can now continue setting up the Manipulate Job‍ by selecting an Action to apply to the report records.

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