cloudHQ can automatically save Salesforce reports to your cloud storage.

Overview of Features

Supported Formats

The reports can be saved into the following formats:

1. Microsoft Office Excel
2. Google Sheets (if synced with google Docs)
3. CSV format

Schedule

cloudHQ can schedule reports from 5 minutes intervals to two weeks intervals.

Selective sync

You can select to sync all your reports, sync just one Salesforce report, or exclude certain Salesforce reports folders.

Step-by-step instructions

Here is how sync Salesforce reports with your cloud storage (Google Drive, Dropbox, SharePoint, etc.):

1. Start the synchronization wizard to sync two cloud accounts.
2. Click the Salesforce icon:
   
3. Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account:
   
4. If you click “Add Salesforce,” you will be forwarded to authorize cloudHQ to access your account:
   
5. Since we need to sync Salesforce reports, select the “Sync Reports” option:
   If the above option is selected, cloudHQ will sync your Salesforce reports. The reports are shown in the following Salesforce tab:

   

   The structure of files in your cloud storage will look as follows:

   

6. Select a cloud storage service. For example, we can select Google Drive:
7. Select an already-configured Google Drive account or add a new Google Drive account:
   
8. If you click “Add Google Drive,” you will be forwarded to authorize cloudHQ to access your account:
   
9. Select what you’d like to sync, then click “Next”:
   
10. Select a Google Drive folder to sync with Salesforce or click “Create folder” for a new one:
    
11. Choose your options. Synchronization will start automatically: