If you really want to share report to list of non SFDC users, you may want to create a group email id and assign this email id under a SFDC user. Now let your schedule report sends email to the user which has group email id. Share
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Who can I email Salesforce reports to?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. You can send reports only to email addresses included on Salesforce user records.
How do I send a refreshed report in Salesforce without email?
If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record. The easiest solution is likely to be a forwarding rule on your corporate email server. Running the report in Apex and generating and sending emails in code would be substantially more complex.
Is it possible to run a report synchronously using Salesforce apex?
Please advise and share an appropriate example. You can run a report synchronously or asynchronously through the Salesforce Reports and Dashboards API via Apex. You need to sign in to do that. Need an account? Sign Up
How do I send reports to subscription email addresses only?
You can send reports only to email addresses included on Salesforce user records. When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
Can you send Salesforce reports to non users?
Currently we can schedule report only for the salesforce user. To schedule a report to non salesforce user we need to user other app exchange tools.
How do I share a Salesforce report externally?
If you want your external users to create or edit reports in a privately shared folder, grant them Viewer access on the folder. next to the folder you want to share, then select Share. Note Partner and customer users can’t create, edit, or view reports in the Unfiled Public Reports folder.
How do I email a report from Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. … Optionally, select a secondary object from among these options and save the report.More items…
Can I schedule a Salesforce report to external email?
Email the report to additional users. You can send reports only to email addresses included on Salesforce user records….Required Editions and User Permissions.ChooseToSave report modifications with this scheduleSave both the report schedule and changes you made to the report.1 more row
How do I share a Salesforce report?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I give someone access to my Salesforce report?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do you email a report?
Send a Report as an AttachmentWith the report open, click File > Send as Attachment to display the Send as Attachment window.In the To box, enter the email addresses of the recipients (separate multiple email addresses with a comma).Edit the Subject and Message if you want to personalize these from the defaults.More items…
How do I automatically export reports in Salesforce?
Method 1: Automate Salesforce Data Export Using Salesforce Built-In Export FeatureClick on “Setup” enter “Data Export” in the “Quick Find” box, then select “Data Export” and “Export Now” or “Schedule Export”. … Select the intended encoding for your export file.More items…•
Can Salesforce automatically send reports?
You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don’t have to remember to log in and do it yourself.
How do I send an email from Salesforce dashboard?
Required Editions and User PermissionsSelect the dashboard page or widget that you want to share.Click Share, and then click Email. Enter the recipient’s email address (1), and select the format (2). Enter the subject (3). The name of the dashboard or page is used by default. … Click Send.
Who can subscribe to Salesforce report?
For Platform users, the admin must enable subscriptions. To subscribe a user, group, or role to a report, the folder containing the report must be shared with the user, group, or role. Each subscription supports up to 500 recipients. Each recipient is a single user, role, role and subordinates, or 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.
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.”