Scheduled report 📅
Deliver Dynamic Data Updates Periodically
Ideal for reporting to management and constant tracking of business-critical metrics.
⚙️ Technical Examples
Share Dynamic Metrics and Stats: Provide updates from different assets at a consistent cadence.
Set Scheduled Workflows or Tasks: Utilize embedded data to automate regular updates.
Prepare Dynamic Reports: Use custom filters to generate tailored reports periodically.
📈 Business Use Cases
Data Pushes Before Company Meetings: Ensure all participants have the latest information.
High-Level Stats Updates: Keep key stakeholders informed of main metrics and KPIs.
Scheduled Workflow or Task Reminders: Stay on top of open Salesforce commitments with regular reminders.
Simply set the alert frequency, and you're ready to continue to the alert's content section.
What’s next? Check out these articles to learn more