You would need to schedule a refresh of the dashboard. That will send it in an email to you and any other Salesforce users. If you want to send it to someone who isn’t a Salesforce user, you can forward the email to them, or use a 3rd party app like this: http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZopEAE
- Select 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.
Table of Contents
Can you email Salesforce dashboards?
Subscribe to dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive the refreshed dashboards results by email. You can subscribe to dashboards yourself and also add other users, groups, and roles.
How do I email a dashboard in Salesforce lightning?
0:382:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or openMoreFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or open the dashboard. And then click Subscribe.
How do I share a Salesforce dashboard?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Dashboard 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 send an email from my dashboard?
In your dashboard, click the Share icon to display the Share window. In the Shared Dashboard window, click the tab. Select the type of report you want to send: Email Report: The widgets are embedded in the email message body, arranged vertically.
Can you email a dashboard to a non Salesforce user?
There are couple of apps on appexchange namely CongaCourier, Report Scheduler which will allow you to schdeule the reports and dashboards directly from salesforce to non salesforce users.
How do I share a report link in Salesforce?
Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done.
How do I share my dashboard?
To share a Dashboard with the current view:View the Dashboard you want to share.Click Share > Share Object.
How do I share my service now dashboard?
Navigate to Self-Service > Dashboards.Select the dashboard that you want to share from the dashboard picker on the top left.Click Sharing ( ) to open the sharing panel.Click Add groups and users ( ). … Start typing the name in the To field.Select a user, group, or role from the list that displays.More items…•
How do I send a report in Salesforce?
0:030:48How to automatically email report in Salesforce lightning – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on reports. No drop-down arrow next to the report click on it click on subscribe.MoreClick on reports. No drop-down arrow next to the report click on it click on subscribe.
What is a dashboard email?
What is an email marketing dashboard? An email marketing dashboard displays metrics in real-time. This allows you to track the performance of your email marketing campaigns, and what can give you insight into what you can do to improve your businesses email campaign strategy.
How do you send a report through email?
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 send automated emails in Tableau?
Log into the tableau server machine, stop the server, and open the tableau configuration utility. Click the e-mail alerts/subscriptions tab. Check the enable email subscriptions. In the SMTP server section, ensure that an SMTP server and port is specified.
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.”
