Salesforce.com Update Reminder For Your Team

Salesforce.com customers on Professional Edition don’t get scheduled reports (reports autoscheduled to be sent via email), but they do get “Update Reminders”… a feature often overlooked by those with Salesforce.com Professional Edition.  For example, a manager can schedule a weekly report of all the opportunities for the current fiscal quarter owned by anyone on the team and have the report distributed to everyone on the team.

Click on the screenshot below to see an example.

You can turn on this feature at:

SETUP > APP SETUP > CUSTOMIZE > OPPORTUNITIES >UPDATE REMINDERS

You have two options to get the image to your right sent to you in email.

Enable Update Reminders for My Organization – check this to turn on “Update Reminders”.

Automatically Activate Reminders for Users with Direct Reports  – Check this if you want to schedule opportunity update reminders for all your current users and users you add in the future that have direct reports.