I want to send out a weekly report to the customer success leaders with only showing their data based on either Team or Territory from them. The report itself works fine in a dashboard and you can filter there, but in the email template I was not able to find a way to filter the same, as no Team or Territory is available as filter criteria. Please remark that Team or Territory is stored in Gainsight and not in Salesforce.
Thanks for any ideas!
Best answer by jean.nairon