You’re the VP of Sales. You just had a hallway conversation with the CEO about Joe Salesperson and you want to follow up with some data. It’s time to dust off your Salesforce reporting skills. Try this right now in your Salesforce.com portal:
1. Load up a report
2. Filter the report to show the data on Joe
3. Send it to the CEO with a note “Take a look — Joe is killing it this month!!”
It’s A Trap:
You can’t even even come close to doing this in Salesforce, as you may have just realized if you tried it. The example is simple but it’s not possible in Salesforce for several reasons.
Impossible #1: Send To Your CEO
In Salesforce.com, you can only send to other paid users within Salesforce. That’s fine for sending reports to a salesperson but what if your CEO isn’t in Salesforce?
Sorry, you can’t. You’ll need to “print screen”, crop it, paste into PowerPoint and then email the PowerPoint Which is then difficult to read when your CEO opens the screenshot-in-PowerPoint on their smartphone.
Impossible #2: Send Now
You can schedule a report to be emailed in Salesforce, but you can’t send it now.
The closest they have “now” is an hourly pulldown…and even that is just an estimate which will “depend on job queue”. You could end up waiting 59 minutes or more for your “quick” email to be sent. That’s probably longer than it would take to walk across the office and hand-deliver it.
Impossible #3: Send Once
You can’t send a one-off report in Salesforce.com. What?
That’s right. You can only schedule it for recurring delivery. Your choices are Daily, Weekly, or Monthly.
If you just wanted to send your CEO a single email, you need to schedule it for delivery — then come back in an hour because remember you can’t send now — and cancel it again. Fun eh?
Impossible #4: Attach A Note
Context matters. Perhaps you want to identify why you are sending the data. Or perhaps you want to identify a specific element within the data.
But…you can’t attach a note in Salesforce. Your recipient will just need to guess.
It Doesn’t Have To Be Like This:
To get the most out of your analysis — to make your organization data-driven — you need to get analysis into the hands of business people. Sometimes that is recurring scheduled reports but sometimes it is the hallway-conversation-supporting one-off emails. Make sure you can do this by using a modern analytics platform.