Salesforce - Report Exporter to Excel
Instead of spending precious time and resources on repetitive, manual tasks, let Automate go to work and streamline your IT and business processes with robotic process automation. With the help of Automate we can take over manual steps which greatly reduces the repetitive activities and improves the quality and consistency of the work. The top processes being automated are reports generation, file movement, data import and export, and scheduling batch processing.
Salesforce Bot - Report Exporter to Excel is based in the Salesforce REST API. This task exports a configured report in Salesforce to a local Excel file.
This task is compatible with:
- Automate Ultimate 11.2 and greater
- Automate Plus 11.2 and greater
- Automate Desktop 11.2 and greater
Automate Bots are the result of our experience training and implementing Automation initiatives for our customers. All the configurations are maintained by Fortra Professional Services. If you need our help to configure a bot, please complete the form here.