- WebReport for Salesforce
- Service Features
- Non-Programming Service for Report Creation
No Need to Program for Data-Mapping,
Multi-Overlays or Auto-Creations.
Configure mapping between an Overlay designed on Excel and Salesforce doesn’t require additional programming.
For Overlay mapping on Salesforce, all you have to do is choose an object and drag-and-drop your preferred items.
From the management screen, you can assign your output file’s page order, so if you have different Overlays on each page (e.g. housing lists on page 1, housing details on page 2 and housing maps from page 3 on), you can create your report in the order that is required.
If you want to auto-create a sales-management table every Monday at 7 a.m., simply apply the Creation Rule.