For IT Teams
Scalable, secure, and automated reporting for Salesforce
Streamline reporting and document generation workflows and ensure everyone in your organizations sees the value in Salesforce data.
Break Down Silos
Connect Salesforce data to external systems.
Automate Data Flows
Save time and reduce manual errors.
Enterprise-Grade Security
Maintain control over report access and data sharing.
Real-Time Data Processing
Retrieve, analyze, and share insights instantly without data storage concerns.
Compliance & Governance
Ensure data handling aligns with industry standards and organizational policies.
Enhance collaboration
Share key report findings and takeaways across your teams.
Secure & scalable reporting infrastructure
- Restrict access to sensitive reports based on user roles.
- Log and track report access for compliance audits.
- Maintain strict data governance with encryption and access control policies.
Automated workflows & report scheduling
- Set custom schedules for daily, weekly, or event-triggered reports.
- Automate report distribution via email, messengers, and many more channels.
- Ensure reports are only sent when relevant data is available.
Multi-Platform Integration
- Connect Salesforce reports with external data sources like Google Analytics, and more.
- Enable cross-platform reporting for a unified data strategy.
Compliance & Data Governance
- Support for GDPR, SOC 2, and industry-specific compliance standards.
- Apply encryption and security policies to protect sensitive data.
Your FREE, unrestricted 30-day trial starts here
