SALESFORCE-ASSOCIATE · Question #96
What action do you take on a dashboard to set up automated emails?
The correct answer is A. Subscribe. The Subscribe action on a Salesforce dashboard enables users to schedule automated email delivery of dashboard snapshots. This is the dedicated feature for recurring dashboard email notifications.
Question
What action do you take on a dashboard to set up automated emails?
Options
- ASubscribe
- BLike
- CFollow
- DShare
How the community answered
(44 responses)- A93% (41)
- C5% (2)
- D2% (1)
Why each option
The Subscribe action on a Salesforce dashboard enables users to schedule automated email delivery of dashboard snapshots. This is the dedicated feature for recurring dashboard email notifications.
Subscribing to a dashboard in Salesforce allows a user to schedule automated email snapshots of that dashboard to be delivered on a defined frequency (daily, weekly, etc.). Users can also subscribe others and set conditions for when the email is sent.
Like is a Chatter social engagement action and has no functionality related to scheduled emails or dashboard automation.
Follow is a Chatter feature that notifies a user of record feed updates - it does not configure scheduled email delivery of dashboards.
Share grants other users access to view the dashboard but does not configure any automated email scheduling.
Concept tested: Dashboard email subscription and scheduling
Source: https://help.salesforce.com/s/articleView?id=sf.analytics_subscribe_dashboard.htm&type=5
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