Salesforce is one of the most important tools for business owners these days. You can use this software for managing all tasks and projects in your company easily. It is important for you to learn how to use Salesforce properly, in order to get all benefits from this application.
Through this Salesforce training material, you can learn about how to schedule reports in Salesforce easily. You don’t need to spend a lot of time to learn about how to make proper schedule in this application today. This schedule can help you automate all tasks or projects with this system easily.
Overview On Salesforce Report Scheduling Function
This report function is available for Professional, Unlimited, Developer, and also Enterprise Editions. When you use this schedule function, you are able to schedule reports in this system easily. All results will be delivered to your own email immediately. You can also send the result to several users at the same time. There is no complicated procedure that you have to do, especially when you want to learn about how to get maximum benefits from this powerful scheduling function. Here are some useful tips and step-by-step instructions about how to use this function in Salesforce application these days.
Tips for Learning how to schedule a report in Salesforce
1. When you want to schedule reports in Salesforce, you may want to start from the Reports tab. You can simply click New Report option from this tab.
2. Choose Run Report and Schedule Future Runs from its drop down menu. It is easy for you to find this menu from the Salesforce application system.
3. Fill out all important details about your report, including report description, report name, namespace, and many other important details. These details can help you create unique report for supporting your own needs. Don’t forget to save your setting in this scheduling function.
4. After you setup all settings from Salesforce, you can start setting your email option. In this step, you can input all necessary information, including all targeted email addresses, email notifications, and many other user options. This step is very important to help you get all benefits from your report scheduling function.
5. It is the best time for you to schedule reports in Salesforce. You can click the Frequency field, in order to setup the frequency of your report, such as daily, weekly, and monthly. Don’t forget to setup the start and end fields, in order to specify your report schedule date easily. Click on Find Available Options for choosing the best start time for your report schedule.
Those are some useful tips about how to schedule a report in Salesforce easily. It is recommended for you to follow all of those instructions, in order to help you get all benefits from this scheduling function. Scheduling your reports can help you manage your own business easily. All reports will be delivered to your email address and other additional email addresses in easy-to-read format. Therefore, you should be able to get all benefits from this powerful scheduling function.