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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 Forms Made Easy?

Forms Made Easy is a powerful no-code form builder designed specifically for Salesforce users who want to create and deploy forms quickly without the need for coding expertise. The platform enables users to drag and drop Salesforce or general fields, customize labels, add logos, and arrange multi-page layouts using prebuilt templates or fully custom designs, all within a visual interface. With dynamic theming options, users can match forms perfectly to their brand’s look and feel, while smart rules allow forms to adapt dynamically by showing or hiding fields and triggering actions based on user inputs. Forms can be shared via direct links, sent by email to targeted Salesforce records or list views, or embedded directly into websites, with prefilled data options to enhance usability and reduce friction. The centralized dashboard provides easy management of all forms, allowing users to preview, edit, publish, or unpublish forms and monitor real-time submission data and performance metrics. Designed to meet enterprise-grade security requirements, the platform maintains compliance with HIPAA, SOC2, and other international data protection standards, ensuring sensitive data is protected. Forms Made Easy supports a broad range of industries including healthcare, finance, retail, marketing, and human resources, helping teams automate complex workflows and streamline data collection. Its quick setup, zero-code approach, and flexible features make it ideal for sales, marketing, and operational teams seeking efficiency. Thousands of organizations trust the platform to accelerate Salesforce form creation and improve data quality without added IT burden. Overall, Forms Made Easy empowers users to build smarter, visually appealing, and compliant forms that enhance engagement and drive business outcomes.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

$0
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

Forms Made Easy

Date Founded

2025

Company Website

formsmadeasy.com

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

Categories and Features

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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