The Pendula Salesforce app includes a number of pre-built reports and dashboards to help provide visibility of outbound and inbound communication within your Salesforce environment. These can be further modified and customised using the standard Salesforce reporting tools.
The Pendula Extension 1.0 (or higher) package extension is required to access these reports and dashboards.
Quick links
Reports
The following reports are included:
- Email delivery status (last 30 days)
- Messages received in the last 30 days
- Messages sent in the last 30 days
- Number of unresolved Inbox records
How to access Reports
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Navigate to the Reports tab in Salesforce
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Click on All Folders
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Select Pendula Reports
Dashboards
The following dashboard is included:
- Pendula New Dashboard
How to access Dashboards
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Navigate to the Dashboards tab in Salesforce
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Click on All Folders
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Select Zipline Dashboards
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Select Pendula New Dashboard