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Scheduled User Reports

INTRO: This is a great use case for when users need to see and compare a lot of data and don’t have quick and easy access to their salesforce.com data.

THE NEED: The client has a sales team that hits the road first thing Monday morning and found it difficult to stay up-to-date with their pipelines. The customer needed a way to send the sales team their pipeline quickly and easily at the start of the week.

THE SOLUTION: This customer used Conga Conductor to schedule an email to send sales team members their pipelines every Monday morning at 6 a.m. The solution was built on the User record and feeds the User ID to several queries that populate an Excel spreadsheet. The spreadsheet also ran a number of formulas and output a very clean PDF attachment with their information and their team’s information. Now this sales team have all their information at their fingertips when they need it.

Example - Image of the Conductor URL (Conga Instructions)

Example - Report selecting the Sale Team Users to receive a weekly email

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