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CB Document Metadata Reporting
Improve your Reports by adding custom fields & metadata of the org’s Files
- Business Need
- Dashboards & Reports
CB Document Metadata Reporting is the solution for your Salesforce reporting challenges. With it, you can take your reports to the next level by adding custom fields and metadata of the organization’s Files.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Version
- CB Document Metadata Reporting/0.1.0 0.1.0
- Listed On
- 01/18/2022
- Latest Release
- 03/03/2022
- Supported 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 1Custom Tabs: 1Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
CB Document Metadata Reporting will make all the difference in your Salesforce reports by allowing you to create custom reports for all your files that include all metadata and custom fields you want. With CB Document Metadata Reporting, the user can create reports on all files in the organization. In fact, Salesforce can be configured so that even files the user is not allowed to see can be considered for the reports he creates. Who Is This For? This is a great solution for anyone doing Salesforce Reports, namely Salesforce consultants, Salesforce business analysts, and managers. How Does CB Document Metadata Reporting Work? CB Document Metadata Reporting creates a custom object type that mirrors the files so that users can report on that as a custom report.
Need help?
Connecting Software
United States
10 Minutes of free support, paid support is available at https://shop.connecting-software.com/product/consult-hour/.