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Average Ratings 0 Ratings
Description
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
Description
Titan's Salesforce workflow tool with no-code allows you to streamline any business process quickly and efficiently. Titan Flow allows you to create flexible and robust business workflows with no code. Connect payment providers, cloud storage, and more. Our flows are compliant with HIPAA and other leading frameworks. Titan's OCR allows you to upload any document and convert it into Salesforce records within seconds. Titan Flow allows you to create, route, update and execute approval processes within Salesforce. Titan's vast range of storage options will leave you spoilt for choices. Titan for Salesforce allows you to merge any file into any format using no code. Scan barcodes and send them to Salesforce for automated business processes. Create and execute any approval processes you can imagine to connect users in and out Salesforce.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Amazon S3
Authorize.Net
Box
Dropbox
Google Drive
IBM Cloud
Microsoft OneDrive
Mollie
PayPal
Integrations
Salesforce
Amazon S3
Authorize.Net
Box
Dropbox
Google Drive
IBM Cloud
Microsoft OneDrive
Mollie
PayPal
Pricing Details
$100 per month
Free Trial
Free Version
Pricing Details
$350 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Vendor Details
Company Name
Titan
Founded
2015
Country
Israel
Website
titandxp.com/salesforce/automation/
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration