Scheduled Reports by Momentum allows you to deliver Salesforce reports on a specific cadence directly into your Slack channels or to specific users. This feature ensures that your team stays updated with important data without the need to constantly check Salesforce manually.
Step 1: Select the Report
Step 2: Define the Schedule
Step 3: Customize the Notification
Step 4: Set Your Destination
That’s it! You’ve just configured your first scheduled report. 🎉
Scenario: You want to keep your sales development team updated with a monthly meeting report. This report includes metrics such as meeting counts by SDR, lead sources, and qualification tasks.
What are Scheduled Reports?
Scheduled Reports are automated deliveries of Salesforce reports to Slack, helping teams stay updated with important data without manual effort.
How do I customize the report delivery?
You can customize the report delivery by selecting the Salesforce report, defining the schedule, and configuring the Slack channels or users who will receive it.
Can I include additional context in the Slack message?
Yes, you can add a personalized message to provide context or instructions for your team along with the report.
Scheduled Reports by Momentum allows you to deliver Salesforce reports on a specific cadence directly into your Slack channels or to specific users. This feature ensures that your team stays updated with important data without the need to constantly check Salesforce manually.
Step 1: Select the Report
Step 2: Define the Schedule
Step 3: Customize the Notification
Step 4: Set Your Destination
That’s it! You’ve just configured your first scheduled report. 🎉
Scenario: You want to keep your sales development team updated with a monthly meeting report. This report includes metrics such as meeting counts by SDR, lead sources, and qualification tasks.
What are Scheduled Reports?
Scheduled Reports are automated deliveries of Salesforce reports to Slack, helping teams stay updated with important data without manual effort.
How do I customize the report delivery?
You can customize the report delivery by selecting the Salesforce report, defining the schedule, and configuring the Slack channels or users who will receive it.
Can I include additional context in the Slack message?
Yes, you can add a personalized message to provide context or instructions for your team along with the report.