A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week. What should the team members do to ensure they receive they…

The correct answer is B. Subscribe to the dashboard. Salesforce Dashboard Subscriptions allow users to schedule automated email deliveries of a dashboard's results at a set frequency (daily, weekly, etc.). Each team member must individually subscribe to the dashboard to opt in to receiving these scheduled emails. Liking a…

Reports and Dashboards

Question

A manager is creating a dashboard for their team and wants each team member to receive a copy of the dashboard results by email each week. What should the team members do to ensure they receive they weekly results?

Options

ALike the dashboard.
BSubscribe to the dashboard
CFollow the dashboard

How the community answered

(32 responses)

A
3% (1)
B
94% (30)
C
3% (1)

Explanation

Salesforce Dashboard Subscriptions allow users to schedule automated email deliveries of a dashboard's results at a set frequency (daily, weekly, etc.). Each team member must individually subscribe to the dashboard to opt in to receiving these scheduled emails. Liking a dashboard is a social engagement action with no notification function, and Following a dashboard tracks activity in the Chatter feed but does not trigger scheduled email reports.

Topics

#Salesforce Dashboards#Reporting#Subscriptions

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