Support Ukraine đŸ‡ș🇩 Help Provide Humanitarian Aid to Ukraine.
For Everyone

Avoiding Salesforce Report Subscription Limitations

2 min read
CloudAnswers photo
CloudAnswers
Share
TODO

Salesforce Report Subscription Limitation and Report Sending limitations. How to walk around them?

Salesforce dominates the CRM market, that is a fact. It is powerful, customizable, scalable, all this to meet the needs of a diverse range of businesses.

One of the most valuable features Salesforce provides is the ability to report on data points that matter to users on various levels. Reporting and analytics drive informed decision-making at organizations. Executives rely heavily on reported information and leverage metrics to best support their organization’s strategy.

But the truth is that Salesforce has some limitations in creating, scheduling, and sending the reports, which for most organizations is a very essential part of the business cycle.

In short, the challenges of reporting within Salesforce are:

  • Subscription is limited to only 5 reports per user, 200 reports per organization monthly
  • You can’t send one report right now in Salesforce, you only can schedule it for recurring delivery
  • It is not possible to send an explanation (email text or note) with the report
  • You can’t send the report as an attachment
  • To view the report, logging into Salesforce is mandatory
  • There is no possibility to send the reports to non-Salesforce users
  • Reports are sent even when there is no data (zero records)

Gone are the days when Sales Managers can afford to be reactive, producing, and distributing backward-looking reports within a siloed Sales department.

Today’s leading Sales and Marketing Managers are proactive, strategic, and collaborative; they work alongside leaders from across the organization to continuously improve sales and business outcomes. That’s why the demand for powerful Salesforce reporting tools is so high.

Imagine the situation, you are head of sales and at the board meeting, the CEO is asking you to share with all participants (including business partners) a quarterly sales report. Should be easy, right?–  Well in Salesforce it is not possible to send one report instantly to recipients without a licensed Salesforce account.

There is a solution for all the above mentioned difficulties.

Report Sender is an app created specifically for overcoming these challenges in Salesforce CRM, available on the Salesforce AppExchange.

Report Sender allows you to select any of your Salesforce reports in CSV or excel file format, it enables you to customize the email message body and subject, to send out reports to any external email address on a regular schedule. So you are empowered to keep full control over your reports, just the way it should be.


CloudAnswers photo
CloudAnswers
Share

About CloudAnswers

Salesforce apps, powerful components, custom development, and consulting. Our experienced team helps you to create and modify workflow processes in salesforce.

Related Articles

For Everyone

A Day in the Life of a Project Manager at CloudAnswers

I'm Emily, and I've been a project manager at CloudAnswers for the last two years. It can be a nebulous role, but I like to say I act as a bridge between the product vision and tangible results, whether that is building a custom app for a client or one of our own Salesforce products. My typical day revolves around managing tasks, ensuring progress, and maintaining standards while adhering to project timelines.

March 22, 2024

5 Min Read

For Everyone

Create a Custom Lightning Component for Alert and Confirm Dialogs

As front-end developers, there can be numerous instances when we need to display a prompt, a confirm dialog, or a confirm dialog with some input control to accept some value from the user. If you happen to be a Salesforce developer reading this article, you must have had such a requirement while writing lightning components.

March 4, 2024

6 Min Read

For Everyone

5 Northeast Dreamin’ Sessions Admins You Don’t Want to Miss

Northeast Dreamin’ is the premier Salesforce User conference in the Northeastern United States and happens annually in New Hampshire. If you’re not familiar, Dreamin’ events are small regional Salesforce conferences that take place around the world. So you would expect informative sessions, but I wa

November 10, 2023

5 Min Read