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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 Web serves as a no-code platform and web application creator specifically designed for Salesforce, enabling organizations to develop tailored experiences for customers, employees, partners, vendors, and volunteers across various business processes. Users can create websites, portals, intricate forms, surveys, and workflows while seamlessly interacting with Salesforce data in real time—eliminating the need for syncing delays, CSV files, scripts, or intermediary software. With AI Studio, users can transform a simple prompt into a Salesforce-synced portal that evolves instantly, and the drag-and-drop customization feature empowers teams to adjust layouts, content, logic, visibility, and branding as desired. SmartV enhances security and data access options with features like OTP, two-factor authentication, page-level locks, integration-user validations, SAML2 support, Salesforce identity providers, and the ability to configure public or private pages. Teams also have the flexibility to establish permissions for various user types, develop approval workflows, offer support for non-Salesforce users via SSO portals, upload files and related records, and manage all tasks directly within Salesforce. As a result, organizations can create a cohesive digital environment that meets diverse user needs while maintaining strict security and data management protocols.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Google Drive
Google Sheets
Microsoft Excel
PayPal
SAP Cloud Platform
Slack
Titan

Integrations

Salesforce
Google Drive
Google Sheets
Microsoft Excel
PayPal
SAP Cloud Platform
Slack
Titan

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

$250 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

Country

Israel

Website

titandxp.com/salesforce/cloud-experiences/

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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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