Automate Report Delivery at Scale on Salesforce
Schedule and deliver reports, dashboards, and documents from Salesforce to any channel using precise timing, dynamic recipient lists, and smart delivery rules.re
Set a Regular Date and Time
Flexible Scheduling: Create schedules with custom intervals - quarterly, bi-weekly, or bi-monthl - offering more options than standard tools.
Precise Execution: Schedules run exactly at the time you set, without restrictions like Salesforce’s limited execution windows.
Comprehensive Solutions: Add multiple assets - reports, dashboards, documents, and agents - to a single Solution for streamlined organization and access.
Distribute Via Key Channels
Send reports via:
- Email
- Docusign
- Slack
- FTP
- SFTP
- FTPS
- Google Drive
- Microsoft OneDrive
- Microsoft Teams
- Microsoft SharePoint
- Dropbox
- AWS S3
- Google Cloud Storage
- Box
Dynamic Recipient Lists
Flexible Recipient Targeting: Send content to Salesforce Users, Groups, Contacts, specific email addresses, or dynamic recipient lists generated from reports.
Reusable Distribution Lists: Create custom Lists that can be shared across Solutions—similar to Groups, but not limited to Salesforce users.
Customize Sender Settings
Configure the 'From Name', 'From Email address', and 'Reply-To Email' using your company’s domain or personal address. This not only improves trust and deliverability but also surpasses Salesforce’s default sender limitations.
Smart Delivery Controls
Automatically skip delivery when reports are empty or unchanged.
