Advanced PDF Generator - Document Generation for all Salesforce Object
Generate customizable PDFs from Salesforce objects, fields, and related records.
SyntaxifyitFreemium
Enhanced Notes Report
by Junction SolutionsSalesforcePaid
Create and export reports on Salesforce Notes linked to records.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Creates, saves, and exports reports containing Notes linked to records in Salesforce. Filters can be set for parent records, and reports can include rich text content with keyword filtering. Note reports can be emailed on a schedule, exported as PDF, CSV, or XLSX, and saved as snapshots. The add-in can also add Notes to standard reports and report on Notes for any object.
Key capabilities
from the Salesforce AppExchange listingNote report creation
Generates reports on Notes linked to records in Salesforce.
Parent record filters
Defines filter criteria for the parent records associated with Notes.
Rich text reporting
Includes full rich text content in report results and supports keyword filtering.
Scheduled report emails
Sends Note reports to a team by scheduled email.
Report exports
Exports reports in PDF, CSV, or XLSX format.
Report snapshots
Saves snapshots of Note reports.
Standard report integration
Adds Notes to Salesforce standard reports.
Object-wide reporting
Generates Note reports for any Salesforce object.
Who it's for
Teams that need to distribute Salesforce Note reports by email.
In the catalog
1,106 plugins in Salesforce Platform · Documents and content
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Create, save, export, and email full reports of Notes linked to any records in your org. The condition builder gives you the power to define filter criteria for the parent records of Notes. Full rich text content in the report results with keyword filtering. Send scheduled emails of Note reports to your team. Export …»