CB Document Metadata Reporting
By Connecting SoftwareDashboards & Reports
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2022
About CB Document Metadata Reporting
Improve your Reports by adding custom fields & metadata of the org’s Files
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.
Highlights
- 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
Screenshots
Image 1 of 6
Pricing
Free.
Compatibility
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on December 28, 2021
- Languages
- English
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