Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Salesforce Report Extractor
This bot exports Salesforce reports and emails them to your intended recipients. You can schedule to do this on any frequency using the bot scheduler.
Top Benefits
- Easily export pipeline and other sales reports to your regional leaders.
- Reduce call center time to resolution by distributing account reports to your support team.
- Quickly update your sales team on activity with their customers.
- Easily integrate report extraction into your complex business process automation.
- Improve stability and reliability of your automation with API enabled automation.
Tasks
- Exports reports in salesforce report formats.
- Automatically emails them to desired recipients or distribution lists.
- Runs regularly scheduled reports using a single Salesforce account with the proper reporting access.
This bot simplifies extracting and distributing reports from Salesforce. It includes reference code to understand how to call the reusable report bot. Use this bot in any of your sales operations processes including pipeline, account activity, support requests, demand generation efficacy, top products, top sellers, CPQ usage and more.