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!
Posted in 5Buckets, Marketing, Salesforce.com
Tags: email, Reports, Salesforce.com
