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What is ZoomInfo Field Trip?

Gain valuable insights into data quality by generating reports that assess the utilization of both standard and custom fields. Have you ever envisioned achieving that perfect, organized page layout? Unutilized fields in your Salesforce environment can create unnecessary confusion, skew reports, and complicate vital administrative processes. Field Trip offers the functionality to analyze fields within any object, enabling you to quickly determine the percentage of records (or chosen subsets) that contain data in specific fields. By producing reports on your standard and custom fields, you can attain a better understanding of which fields are essential for your organization’s needs. With an easy installation process, an intuitive interface, and the ability to export reports, Field Trip streamlines the field analysis process. Once installed, you simply name your trip, select an object (such as Accounts), and can optionally apply filters for particular record subsets. Afterward, you will receive a detailed report highlighting field usage or the lack of data, which not only enhances your reporting capabilities but also promotes better data management practices in your organization. This comprehensive evaluation of field usage is instrumental in ensuring that your database remains organized and efficient.

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.

Media

Media

Integrations Supported

Salesforce
ZoomInfo

Integrations Supported

Salesforce
ZoomInfo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$100 per month
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

ZoomInfo

Date Founded

2007

Company Location

United States

Company Website

zoominfo.com

Company Facts

Organization Name

CloudAnswers

Date Founded

2009

Company Location

United States

Company Website

www.cloudanswers.com

Categories and Features

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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