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CB Document Metadata Reporting

Improve your Reports by adding custom fields & metadata of the org’s Files

Overview

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.

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  • Include any custom fields you have created in your Salesforce Reports

  • Add metadata, such as the Description, to any Report of the organization’s Files

  • Create reports on all Files in the organization - even files the user is not allowed to see can be considered for his reports

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.

Categories

Business Needs
Dashboards & Reports
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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