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CB Document Metadata Reporting for SalesforceConnecting Software

Add custom fields and metadata of the organization’s Files to your Salesforce reports and take your reports to the next level.

Vendor

Vendor

Connecting Software

Product details

What is CB Document Metadata Reporting for Salesforce®?

CB Document Metadata Reporting for Salesforce® is the Solution for your Salesforce reporting challenges. If you have tried to create a report of your files in Salesforce but found the limitations annoying, you should go for the CB Document Metadata Reporting add-on. This will make a real difference in your Salesforce reports! You will be able to create custom reports for all your files and include all metadata and custom fields you want.

Features

  • Detailed Reporting: Generate detailed reports on document metadata to enhance organization and compliance.
  • Compliance Management: Ensure documents meet regulatory and organizational compliance standards.
  • Automated Processes: Automate the generation and distribution of metadata reports to save time and effort.
  • User-Friendly Interface: Easily manage and access metadata reports with an intuitive interface.
  • Integration: Seamlessly integrate with Salesforce for efficient document management and reporting.