Solutions

set up solutions to automate the packaging, processing, and distribution of your reports and dashboards key features report bursting management you can use a burst report to take a single data set and split it into multiple filtered versions, sending each recipient only the data relevant to them salesforce integration solutions can be triggered with a salesforce button that sends a specific record id (like an account or quote id) to the solution and instantly generates a filtered report or document ai integration attach docid\ kgeni9stm 9vd8ailqfvc to a solution to automatically analyse report trends or compare data before the results are sent out document generation solutions can merge data from various reports into branded templates to create files like quotes or account summaries how it works the solution creation process follows a wizard driven workflow select items you choose the components to include, such as standard salesforce reports, custom reports from external sources (like google analytics), or ai agents choose output & delivery you define the file format (pdf, excel, word, or html) and how it should be sent delivery options include email , saving to cloud storage (dropbox or google cloud), or sending to docusign for signatures set a schedule you determine when the solution runs, such as daily, on specific weekdays, monthly, or at custom intervals (e g , every two weeks) configure options you can set specific rules, such as "don't send if the report is empty" to avoid cluttering inboxes run the solution once saved, the solution will automatically run according to the frequency you defined moreover, you can also manually trigger the solution examples solutions' complexity varies from sending a single report or dashboard to merging custom reports with multiple conditions to help you better understand what you can do with solutions, see the following implementation examples docid\ zacjw9a2zlaaicicaj1vx burst solutions enable you to take a single report, split it up into multiple filtered reports, and then send those reports to a list of recipients docid\ enjlqsceafwvvlqypvtcv set up a burst with multiple filters on the regular report docid\ r dbth ymbcoc i9eagfm add a direct link or button in salesforce to a solution that creates a dynamic document from the record you are viewing docid\ dggjtp erpjnn2q0maddv docid\ niktv8omxzcvfhnrhbedx stop solution to stop a solution, go to the solutions tab, and do one of the following click the deactivate click the delete button export solutions downloads a spreadsheet of all solution destinations you can use this export to view where your solutions are being sent, whether that be an email, an ftp server, a google drive, etc