Tip of the Week – Schedule Salesforce reports, no license needed
Does running Salesforce reports for your customers and vendors take up too much time? Are you tired of waiting on that important data you need while your Admin is busy on other tasks? Are you on a tight budget and don’t want to pay for another license to speed up the process and get the information you need sooner? Usually in Salesforce, you can only schedule reports to licensed users. With a Chatter Free User license, you can have business metrics automatically delivered to anyone free of charge. For more cool tricks, check out our blog on the Top 3 Salesforce workarounds and keep an eye out for our next Tip of the Week!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.