CloudAnswers Report Sender
Have problems sending data to top management, distributors, operations, partners, clients, or any other list of key recipients outside of Salesforce? Frustrated with the Lightning report subscription limitations? Report Sender allows you to select any of your Salesforce reports or dashboards to be sent to any email address on the schedule you choose. Reduce the number of reports and maintenance requirements associated with distributing the same or similar reports to hundreds of recipients. We take your security seriously! Report Sender uses Salesforce and Heroku to send reports and dashboards, so your data never leaves the ecosystem until it's sent to the recipients you choose. The reports are sent using the visibility of the user who scheduled them, so you know exactly what data they will contain. Install it now and start sending reports in minutes. Choose any existing Salesforce report or dashboard, set your schedule, define the email content, test it, and you're done.
Top keywords
- reports6×3.90%
- report4×2.60%
- salesforce4×2.60%
- choose3×1.95%
- data3×1.95%
- recipients3×1.95%
- sent3×1.95%
- dashboards2×1.30%
- email2×1.30%
- report sender2×1.30%
- schedule2×1.30%
- sender2×1.30%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
