First, I am not a founder or CEO. I am a sales representative that is looking for a script or program to help automate a portion of my workday. I cannot integrate with SalesForce, because this is not something every sales rep will have access to. I am doing this to gain a competitive advantage at my workplace.
The software program needs to be able to:
-Run a report in SalesForce
-Export the report to Excel file
-Cross reference the excel file for duplicates
***The report will be new sales leads that come into salesforce. I want the report generated every hour, but I don't want to email customers more than once per day. Salesforce reports can not be edited by the hour, so I need to generate the report, export the records to an excel file, and repeat every hour, but then consolidate the file to erase any duplicate leads.
-Send a mass mailing email using the excel file (or however you want to store the data.) Right now I do this using the Mail Merge option in Microsoft Word. The only requirement is it must come from my work email address (can supply exchange password information) and it cannot say "on behalf of" etc. like many mail providers do.
-Repeat every hour on the hour from 8 - 8 EST
Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 210 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
Hi,
I have more then 4 years of exp. in Salesforce with developer, administrator and service cloud implementation expert certification.
I understood your whole requirement and i thing that this can be achieved using the batch apex and one custom object which will hold your data to send an email. This custom object can be used for reporting in future such as how many emails went through in single date.
Let me know if you have any specific question.
Thanks,
Himanshu