Reporting on files in Salesforce

 Advanced Reporting on Salesforce Files with bulk Download Capabilities


In today's digital landscape, efficient data management is paramount for businesses aiming to stay competitive. Salesforce, a leading CRM platform, offers robust file management capabilities through its Salesforce Files feature. However, harnessing the full potential of Salesforce Files requires advanced reporting functionalities.


Free Style Reporting on files


Free Style Reporting on files is very easy; just open the Smart Mass Update app > Files tab under the App Launcher, and that's it.

  • Free Style Reporting on files in Salesforce

Reporting on files using a differant obejct


Reporting on files using a differant obejct is very easy after the initial setup. Go to the Smart Mass Update app > Accounts tab > add the file drill-down button under the layout editor. This will allow you to drill down to the related files.
  • Step #1: step 1 - Reporting on files and accounts in Salesforce
  • Step #2: step 2 - Reporting on files and accounts in Salesforce
  • Step #3: step 3 - Reporting on files and accounts in Salesforce
  • Step #4: step 4 - Reporting on files and accounts in Salesforce

With ZaapIT, you will be able to use and create similar reports inside your Salesforce org. Try it now for free in your sandbox!



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