A2019 - 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.

Buy Now

$100 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
May 19, 2020
First Published
March 2, 2020
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

Salesforce Report Extractor Logic
Salesforce Report Extractor Options
Salesforce Report Extractor Success Confirmation
Salesforce Report Extractor Output Email
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Salesforce Report Extractor Logic
Salesforce Report Extractor Options
Salesforce Report Extractor Success Confirmation
Salesforce Report Extractor Output Email

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • An Salesforce account with the Lightning UI setup
  • Bot Runner with Excel and Outlook installed
  • Full URL for the report you want exported
  • Path to the download directory on the bot runner machine (ie. C:Downloads)
  • Email address of the recipient of the report