CB Document Metadata Reporting for Salesforce®

Add custom fields and metadata of the organization’s Files to your Salesforce reports and take your reports to the next level

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What is CB Document Metadata Reporting for Salesforce®?

CB Document Metadata Reporting for Salesforce® is the Solution for your Salesforce reporting challenges.

If you have tried to create a report of your files in Salesforce but found the limitations annoying, you should go for the CB Document Metadata Reporting add-on.

This will make a real difference in your Salesforce reports! You will be able to create custom reports for all your files and include all metadata and custom fields you want.

CB Document Metadata Reporting Output report

What can I do with CB Document Metadata Reporting for Salesforce®?

With CB Document Metadata Reporting, information on all files in the organization can go into reports. As a matter of fact, you can configure Salesforce so that when a user is creating a report even files he is not allowed to view can be considered for the report.