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Click "Pull Report" to download from Salesforce, or "Load File" to pick a report manually.
Click "Pull Report" to download from Salesforce, or "Load File" to pick a report manually.
Used for quick replies and DAT contact info.
Drag this button to your bookmarks bar. On the DAT form: click it → Ctrl+V → OK.
⚡ Fill DATPaste your Lightning report URL. Saved for next time.
Match report columns to DAT fields.
Map each customer to their commodity. Auto-learns from your quick replies — just fill it in once and it remembers.
Match your Salesforce report columns to DAT fields.