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This idea has been merged into another idea. To comment or vote on this idea, please visit Emailing scheduled reports to Other email addresses - NON users.
Merged

Valerie Osborne

automatic email reports to non-salesforce user

Salesforce Platform, AppExchange, AppExchange App Suggestions, Reports & Dashboards

We are new users and are implementing payment capability thru the APP exchange ( Payment connect & Linvio) to enterface with our Bank.  
A  daily report is received from the bank showing a  lump sum deposit .  I need to run a report in Salesforce to show the breakdown of  all transactions and the appropriate cost center account and forward to our finace department in order to reconcile payment.  (they are NOT on Saleforce). 
I am currently automatically generating a report  in Salesforce at 12:00M that is sent to me.  My issue is to automatically send this report to Finance (they are NOT Salesforce non users)---- this would be a GREAT added FEATURE.

4 years ago · 5 Comments · Report Abuse

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