How To Automatically Backup Salesforce Reports to Box
Using Salesforce to manage sales numbers and customer service is probably the most robust solution on the market. We’ve devised a simple way to let you keep an updated copy of all your Salesforce information in Box, neatly packaged in a folder labeled: “Salesforce”.
When you open it, you’ll have subfolders of the following Salesforce information in CSV files:
- Accounts
- Opportunities
- Reports
- Files