Salesforce Platform Users cannot schedule reports. When the scheduled End Date has been reached, the report must be unscheduled and rescheduled to extend it. If it is extended without being unscheduled, the report emails will not be sent.
Table of Contents
How do I report only leads owned by inactive users?
Create the desired report adding the filter “Lead Owner: Active equals False” to your report filters. This filter will ensure only leads owned by inactive users are displayed within the results. Was this information helpful?
Why do I need to display Records owned by inactive users?
It is common for organizations to need reports that will display records that are owned by users who have been made inactive. The most common use case for these reports is to identify these records so they can be reassigned to active users.
How do I create a custom report type in Salesforce?
Select Leads as the primary object for the Custom Report Type Under the Deployment section, select Deployed if you want your users to see the custom report type immediately after creation. Otherwise, select In Development . In the Fields Available for Reports section , click the Edit Layout button
When will Salesforce enforce multi-factor authentication (MFA) for Marketing Cloud?
Salesforce will enforce Multi-Factor Authentication (MFA) for all direct logins to Marketing Cloud (MC) accounts in the June/July 2022 timeframe. To prevent disruption to your MC account, we encourage you to implement MFA prior to the Summer ’22 release.
What happens to reports when a user is deactivated Salesforce?
For account records, manual and team shares are deleted right after user deactivation. Deactivated users lose access to shared records immediately. Users higher in the role hierarchy continue to have access until that access is deleted asynchronously.
Can Salesforce reports be sent to non users?
Send report results to non Salesforce users by email With our Report Sender App you can send reports to any email address including non-Salesforce users. The recipient gets the report as an attached file in user friendly Excel format.
Can a report be scheduled in Salesforce?
On the Reports tab, click a report name. Click Schedule Future Runs from the Run Report dropdown menu. If you’re creating a report, you’re asked to save the report in a folder before scheduling. If the report folder is shared with a group, you can schedule the report only for the entire group.
Can you schedule reports in Salesforce lightning?
With Reports: Select “Subscribe”. OR Click on the report to be scheduled, and then click “Subscribe”. An “Edit Subscription” window will pop up. Under the “Schedule” section, you can select a frequency like: day, and time to generate and email updated reports as per your requirements.
Can Salesforce report be send to external user?
Peeklogic Report Sender AppExchange App Peeklogic Report Sender allows to send a Salesforce Report to external users who outside Salesforce CRM.
Can community users subscribe to reports?
My question was about subscribing to reports, not viewing reports. I had contact with salesforce in the meantime and discovered that this option is not available for Community Users. Workaround is that some one with a full salesforce license subscribe community users to a report.
What are scheduled reports in Salesforce?
Schedule Reports. Schedule a report to run daily, weekly, or monthly. An HTML version of the report can be sent by email to users in your organization. View a report’s schedule on the Schedule Report page or from the Reports tab.
What are scheduled reports?
Scheduled reports are reports that start automatically at a defined point in time. They run in the background and you can view the results later. For example, you can define that a report that strongly affects system performance is to run only at night when no one is working with the system.
How do I send report results to non Salesforce users by email?
You can send reports only to email addresses included on Salesforce user records. Per Subscribe to Get Refreshed Report Results in Lightning Experience, When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
How many reports can be scheduled in Salesforce?
In Professional Edition, each user may schedule up to 3 reports (max one per hour, at times selected by the server, between 6pm and 3 am only). Enterprise and Unlimited Edition users may schedule up to 24 reports each.
How do you schedule reports and subscribe to scheduled reports?
Tips for Scheduling Reports (Salesforce Classic)…Subscribe Users, Groups, and Roles to Reports in Lightning Experience. … Get Notified When Report Conditions Are Met. … Attach Files to Report Subscriptions. … Subscribe to Get Report Notifications in Salesforce Classic. … Schedule Reports in Salesforce Classic.
How do I add a user to a scheduled report in Salesforce?
Save the report in the “Unfiled Public Reports” folder temporarily, then schedule your report and save it in its original folder. Create a new Public Group with the Users who need the report emailed, then share the report folder to the new Public Group and select that group in the report schedule.
Workarounds
If you review the above settings and you’re still not able to add the User to the Scheduled Report list, here’s what you can do:
Scheduling to recipient by creating a Public Group
1. Create a Public Group ( Setup | Manage Users | Public Groups) with the individual users added.
Temporarily convert the Dashboard Folder to “accessible by all users”
Users can then be selected for the scheduling. After the scheduling is saved with the specific users, convert the folder back to “This folder is accessible only by the following users.”
Find Records Owned by Inactive User
So, you fired that lazy salesperson, but now you need to find all the SFDC Org Account and/or Opportunity Records owned by that pipsqueak to tidy up their mess… Yeh, I support that decision. Here’s a custom field for that:
Reader Comments
There are no comments for this journal entry. To create a new comment, use the form below.