DataTools

DataTools

DataTools Pro
Report Sender

Report Sender

CloudAnswers
+
+

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About

DataTools for Salesforce is metrics and meta-data management designed to bring your Salesforce and data cloud professionals together. DataTools for Salesforce supports your Salesforce organization’s core metadata and metrics today while providing context data to help you implement your modern customer data cloud. We’ve crafted our Salesforce dictionary utility specifically for the purpose of robust reporting and insightful analysis. With it, you can pinpoint and categorize crucial fields, while emphasizing essential metrics to maximize the utility of your meta-data. Explore connections between Salesforce objects through easily discernible color schemes. Engage with and structure your Salesforce entity relationship diagram effortlessly. Simply choose the relevant objects within your dictionary and create your Salesforce ERD with just one click. Our Salesforce data migration tool is designed for efficient process and project management.

About

Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Data cloud professionals in search of a solution to manage their metrics and metadata

Audience

Businesses looking for a free application that selects any of their Salesforce reports to be sent as a CSV file to an internal and external email address on a regular schedule

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$100 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DataTools Pro
United States
datatoolspro.com/datatools-for-salesforce/

Company Information

CloudAnswers
Founded: 2009
United States
www.cloudanswers.com

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Categories

Categories

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Salesforce
Axis LMS
Microsoft Excel

Integrations

Salesforce
Axis LMS
Microsoft Excel
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