Share Salesforce Reports with Anyone, Instantly
Securely share Salesforce reports with anyone through multiple channels, automate delivery with triggers, add professional branding, and track access for full visibility.
Send Outside Salesforce
Send reports via:
Email
Docusign
Slack
FTP
Google Drive
Microsoft OneDrive
Microsoft Teams
Microsoft SharePoint
Dropbox
AWS S3
Google Cloud Storage
Box
Trigger-Based Sharing
Deliver reports automatically based on Salesforce triggers and workflows. You can run Solutions from Salesforce using the following:
- Salesforce Flow
- Salesforce Outbound Message
- Salesforce Button
Branded Recipient Views
Present externally shared reports with professional, customizable branding.
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