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What is Report Sender?

Easily organize and send your Salesforce reports without any hassle. You can conveniently deliver reports in a straightforward Excel format to any email address, including those belonging to non-Salesforce users, which means you can skip the cumbersome tasks of email forwarding or manually copying and pasting information. There are no restrictions on the objects or fields that you can employ, and all Salesforce sharing rules and user field-level security will be respected. The Report Sender feature has become a highly desired tool among Salesforce users, providing a simple way to schedule reports effortlessly. With dedicated customer support and a stellar five-star rating on Salesforce AppExchange, this feature is fully compatible with Lightning as well. However, Salesforce reporting comes with its own set of challenges, including time-consuming and repetitive manual processes. Those lacking development skills may find it difficult to join Salesforce data effectively. Moreover, numerous individuals within and outside your organization may need access to Salesforce reports, but generating and sending reports is limited to users with Salesforce accounts. Users can send a maximum of 200 reports each month, and reports may still get sent even if no data records are present, which can lead to misunderstandings. To mitigate these challenges, consider exploring solutions that simplify the reporting process and improve accessibility for all users involved, ultimately fostering better collaboration and communication.

What is DataTools?

DataTools for Salesforce provides a robust solution for overseeing metrics and metadata, fostering collaboration among Salesforce specialists and data cloud experts. This tool not only addresses the essential metadata and metrics within your Salesforce ecosystem but also delivers contextual information that facilitates the creation of a modern customer data cloud. Our uniquely crafted Salesforce dictionary feature boosts reporting effectiveness and encourages deeper analysis. It empowers users to pinpoint and categorize crucial fields while emphasizing important metrics, thereby enhancing the overall worth of your metadata. You can easily uncover connections between Salesforce objects through user-friendly color coding and effortlessly manage your Salesforce entity relationship diagram. Selecting the required objects from your dictionary to create your Salesforce ERD can be accomplished with just one click. Moreover, our Salesforce data migration tool enhances both process and project management, ensuring a seamless data transition. This unified strategy enables organizations to optimize their productivity and effectiveness in harnessing Salesforce data, ultimately leading to improved decision-making and operational outcomes.

Media

Media

Integrations Supported

Salesforce
Axis LMS
Microsoft Excel

Integrations Supported

Salesforce
Axis LMS
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CloudAnswers

Date Founded

2009

Company Location

United States

Company Website

www.cloudanswers.com

Company Facts

Organization Name

DataTools Pro

Company Location

United States

Company Website

datatoolspro.com/datatools-for-salesforce/

Categories and Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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