It’s a question we get frequently: How do I get this Salesforce.com report emailed to my boss. Or my direct-mail printer. Or to myself.

That’s where we have developed a feature in 5Buckets. You create a Bucket in 5Buckets that points to the SFDC report, and then Schedule it to be emailed on a daily, weekly or monthly basis. It’s as simple as that! The report lands in the boss’ or direct-mail printer’s or your Inbox as a CSV file. Open it up in Excel (or Calc if you are an Open Office user) and enjoy!

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If you are interested in learning more about our authors, you can choose from the list to the right. An avid developer and technology leader, Amol helps marketers with CRM, e-mail marketing & automation. Most recently, Amol was responsible for an open API at leading email marketing firm ExactTarget. He is currently the VP of Technology at Right On Interactive. Read more from this author


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