FAQ: Salesforce database too large to run "contains" reports

If you have a large Salesforce database, when running contains reports you may find that these reports run slowly and often timeout. Therefore, instead of running a contains report every time you want to find a subset of leads or contacts that match one of your Infer generated segments, try this approach:

 

1) Create one custom boolean field for each Profile you want to build reports over

2) Then, create a Salesforce workflow that, on Profile field updates, will update that field.

 

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