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Peeklogic Report Sender PRO

Schedule and Send Salesforce Reports as Attachments to External Emails

Overview

Peeklogic team developed and published an app that allows to schedule and send Salesforce reports and just emails to external email addresses as attachments in the following formats: PDF, XLS, EXLSX, CSV, HTML.

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See How Peeklogic Report Sender PRO Works

  • Schedule Send Reports, Dashboards or List Email

  • Schedule Salesforce Report in PDF, EXL, XLSX, CSV, HTML Formats

  • Schedule Reports and Emails Daily, Weekly, and Monthly

  • Schedule Emails to Salesforce Leads, Contacts or External Email Addresses

  • Create Report Schedule through Approval Process

Peeklogic Report Sender - allows to automatically send Reports, Dashboards or Email from Salesforce to external email addresses in EXCEL, CSV, PDF, or HTML scheduled or at once - 100% Native - Schedule to send unlimited Reports, Dashboards, and Email - Send Reports from Salesforce to external users - Send Report from Salesforce to the external email address - Allow your subordinates to create report schedules through Approval Process _________________________________________ Salesforce has recently introduced mandatory security changes for report export actions as part of its new Step-up Authentication framework. These changes affect the previous report export mechanism used by Report Sender and, in many Salesforce organizations, may result in report attachments containing an HTML page instead of a valid Excel file rather than the expected report export. To address this change, we’ve updated Report Sender to use a new API-based export mechanism that is compatible with Salesforce’s latest security requirements. _________________________________________

Categories

Business Needs
Analytics
Dashboards & Reports
Data Visualization
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Healthcare & Life Sciences
Personas
Business Operations Manager
Executive
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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