877.703.4488 info@cloudmybiz.com


Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce license is required to be included in the delivery. With a Chatter Free User license, you can have business metrics automatically delivered free of charge.

For more cool tricks, check out our blog on the Top Salesforce Tips you loved in 2016 and keep an eye out for our next Tip of the Week!

-Jared and the Salesforce Guys

Share