Have you ever tried creating a report of your files in Salesforce, but found the limitations annoying?
Then you should check out the CB Document Metadata Reporting add-on. This will make all the difference in your Salesforce reports by allowing you to create custom reports for all your files that include all metadata and custom fields you want.
The Solution for your Salesforce Reporting Challenges
We're excited to announce CB Document Metadata Reporting, the solution for Salesforce users that want to take theirs reports to the next level by adding custom fields and metadata of the organization’s Files.
With CB Document Metadata Reporting, the user can create reports on all files in the organization. In fact, Salesforce can be configured so that even files the user is not allowed to see can be considered for the reports he creates.
Who Is This For?
This is a great solution for anyone doing Salesforce Reports, namely Salesforce consultants, Salesforce business analists and managers.
How Does CB Document Metadata Reporting Work?
CB Document Metadata Reporting creates a custom object type that mirrors the files, so that users can report on that as a custom report.
How Much Does It Cost?
We have great news for you in terms of pricing. For this launch, we have decided to provide you CB Document Metadata Reporting for free! Grab this opportunity!
How Can I Get Started?
You only need to get in touch with us by sending us an e-mail ou usando o nosso formulário para contacto. We will provide you with your free version and help you get started with it. You'll see that it will make all the difference in your Salesforce reports.
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Sobre o autor
Por Ana Neto, technical conselheiro no Connecting Software.
"Eu sou engenheiro de software desde 1997, com um amor mais recente por escrever e falar em público. Você tem alguma pergunta ou comentário sobre este artigo ou sobre o Connect Bridge? Eu adoraria ter o seu feedback!"