Create Salesforce Reports from Sendbloom

Sendbloom can create a custom activity report directly in your Salesforce account that will allow you to view activity for each rep on your team. From the Salesforce integration page, choose to create the "Sendbloom Activities by Rep" report. 

We'll automatically create the report in Salesforce and prompt you to view it. The "Activities by Rep" report will find all completed tasks for your team and display them in the same report. Tracking activities is the best way to see how much effort your team puts into contacting prospective customers each day, week, month, or more! 

Use this report as a framework to view just the data you want. Adjust the report to view certain reps, specific time frames, or different types of tasks and activities.