CB Document Metadata Reporting

by Connecting SoftwareSalesforceFree

Create Salesforce reports for files using metadata and custom fields.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
CB Document Metadata Reporting — screenshot from the Salesforce AppExchange listing

What it does

Creates a custom object representing Salesforce files so they can be used in custom reports. Reports can include file metadata, such as descriptions, and custom fields configured in Salesforce. Salesforce can be configured to include files a report user cannot otherwise view.

Key capabilities

from the Salesforce AppExchange listing

File reporting object

Creates a custom object that represents Salesforce files for reporting.

Metadata in reports

Adds file metadata, including descriptions, to Salesforce reports.

Custom field reporting

Includes Salesforce custom fields in reports about files.

Organization-wide file scope

Can include files across the organization, including files the report user is not allowed to see when Salesforce is configured for this.

Who it's for

Salesforce consultants, Salesforce business analysts, and managers.

In the catalog

332 plugins in Salesforce Platform · Analytics

Price distribution: 154 free, 33 freemium, 145 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«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 …»

Official marketplace listing

Publisher
Connecting Software
Updated on marketplace
Facts verified