Add Report Actions to Salesforce UI
Add buttons, flows, and API integrations to Salesforce so users can generate and send reports instantly within their normal workflow, reducing manual steps and saving time.
Add Custom Buttons
Create buttons in Salesforce that generate and send reports instantly.
Automate with Flows
Trigger report generation as part of Salesforce Flows and Process Builder.
Integrate with APIs
Use Unaric’s API to control report logic and timing programmatically.
Reduce Manual Steps
Empower users to generate documents with a few click in their workflow.
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