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%
mDrafty | The First
Manage inbound and outbound Email directly on Leads, Contacts, Opportunities, Cases, Accounts, and Custom Objects. Improve Email-to-Case workflows, replace Einstein Activity Capture (EAC) limitations, track complete Email Threads, and keep full Email history visible on every record. ✔ Email-to-Case Enhancement ✔ Alternative to Einstein Activity Capture (EAC) ✔ Email Tracking & Email Visibility ✔ Complete Email Threads & Email History ✔ Native Email Storage ✔ Shared Inbox Visibility ✔ Outlook & Gmail Integration ✔ Enhanced Email & EmailMessage Support ✔ Email Templates & Email Automation ✔ Standard & Custom Object Support View all customer Email communication directly on Salesforce records. Improve Email-to-Case processes, increase Email visibility across teams, track Email activity, manage Email Threads, and maintain complete Email history for Sales and Service teams. Ideal for organizations looking for a Shared Inbox experience, Email Tracking, Email Logging, and an alternative to Einstein Activity Capture. Supports Email-to-Case, Shared Inbox workflows, Email Tracking, Email Logging, Email Visibility, Email Collaboration, Outlook, Gmail, Enhanced Email. Start your free trial
Top keywords
- email23×15.44%
- activity4×2.68%
- email-to-case4×2.68%
- visibility4×2.68%
- activity capture3×2.01%
- capture3×2.01%
- complete3×2.01%
- complete email3×
