Find Reports with more than 100,000 records

Salesforce has implemented new step-up security around reports to prevent exporting too many records. (More details from Salesforce regarding this change)

For institutions using TargetX this can impact Email Campaigns if the Report being used for the Email Campaign has more than 100,00 records. The walkthrough below shows you how to get reports used in TargetX Email Campaigns and determine how many records exist in that report currently. For any reports over 100,000, you’ll want to update the report to have less than 100,000 records.

If you would like assistance from our team on this or other security changes, schedule a Free Consultation today to see how Violet Consulting can assist you institution with this and more

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