Enhanced Notes Report
Report on the full rich text content of Enhanced Notes in Salesforce
Overview
Run, save, and export reports for Enhanced Notes related to any Object in Lightning. • Schedule emailed reports • Full rich text content of enhanced notes • Filter on parent record & keywords • Save report result snapshots & filters • Download reports
Report on the content of Enhanced Notes.
Add Notes to Standard Reports
Generate Note reports for any object.
Export and Email Reports
Create, save, export, and email full reports of Notes linked to any records in your org. The condition builder gives you the power to define filter criteria for the parent records of Notes. Full rich text content in the report results with keyword filtering. Send scheduled emails of Note reports to your team. Export reports into .pdf, .csv or .xlsx format for deeper analysis outside of Salesforce. Save note report snapshots.
Categories
- Business Needs
- Sales IntelligenceData ManagementDashboards & Reports
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Personas
- Business Operations ManagerBusiness UserData Analyst
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
- Supported Languages
- English