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 would you like to contact Salesforce?
How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How do I email Salesforce?
- To edit or delete your email templates, click Setup in the drop-down menu below your username. ...
- You can use your email template by going to a contact page, scrolling down to the bottom and clicking the "Send an Email" button under "HTML Email Status." Click "Select ...
- You can also mass email contacts with your template. ...
How to send SMS using Salesforce?
Using a messaging solution that integrates SMS with the Salesforce platform, you can identify those customers using a List View within Salesforce, then easily send a text message to the selected contacts, allowing you to take advantage of the data you have already in Salesforce.
Can you run a report on email alerts in Salesforce?
For example, run the report every weekday at 7 a.m. Select one or more notification types. For more information about developing a custom Apex class, see the Apex Developer Guide....Required Editions and User Permissions.User Permissions NeededTo subscribe to reports in Salesforce Classic:Run Reports1 more row
How do I trigger email alerts in Salesforce?
Add email alerts to your workflow rule's criteria.Click Add Workflow Action and choose New Email Alert.Enter a description and unique name for the email alert. ... Choose an email template.Select who receives email alerts from the workflow rule. ... Click Save.
How do I create a reporting notification in Salesforce?
Allow users to subscribe to reports to be notified whenever certain metrics meet conditions they specify....Let Users Subscribe to Report NotificationsFrom Setup, enter Report Notifications in the Quick Find box, then select Report Notifications.Select the option to enable report notifications.Click Save.
How do I create an email activity report in 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...
How do I set email reminders in Salesforce?
Select the object Task and click Next....Create a workflow to send out an email reminderChoose the email template you want to use.As Recipient Type, search for Owner, move from 'Assigned To' to the 'Selected Recipients' column.For 'From Email Address', choose either Current User or an Org-Wide address.Click Save.
How many ways we can send email alert in Salesforce?
We can send email alert using workflows. Create email templates for notifications. Set up workflow rules that specify which actions on a case send email alerts to team members. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
Can you automate reports in Salesforce?
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 trigger alerts in Salesforce?
Trigger Threshold AlertsLaunch Social Studio Automate with Social Studio/Radian6 credentials.Select Rules.Choose either a managed account or a keyword groups data source that are running in 'Real-time' type.Choose Apply Threshold Alert' from the available list of actions.
What is reporting notification in Salesforce?
In Salesforce Classic, subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce app notifications, Chatter, or email.
How do I create an email report?
Guidelines for Writing Email ReportsUse the Subject line to Introduce Your Email Report.Develop a Format for Writing Your Email Report.Focus on Relevant Details in Your Email Report.Proofread Email Reports before Sending Them Out.Introduction.Body.Writing Email Reports' Conclusion.
How do I track email activity in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I send an outbound email in Salesforce?
Use Apex to work with email sent from Salesforce. You can use Apex to send individual and mass email. The email can include all standard email attributes (such as subject line and blind carbon copy address), use Salesforce email templates, and be in plain text or HTML format, or those generated by Visualforce.
What is automated email alert?
Users, contacts, and other entities may have automated email alerts sent to them through defined Workflow rules. These alerts may occur when records are changed, a platform event occurs, or another process invokes them. Processes can be started when a record is added, created, or edited, and advanced options can be used to further fine-tune when email alerts will be sent.
What is massmailer status?
When you send emails through the Process Builder, their status is automatically captured through a related list object called,”MassMailer Email Status”. You’ll be able to see all of the triggered emails that were sent, in addition to their status. Statuses include:
The Solution is a Free App!
Salesforce has the ability to log emails sent using Apex code. GravityLab is an NZ Salesforce partner and have created an app that allows you to use that Apex code with the simplicity of an Email Alert.
Extra Benefits
The app also opens up other possibilities beyond just logging the activity. You can:
Use Cases
Related Records – Add a process builder that sends an email when sales is won on an opportunity and link it to a related object like a contract.
Salesforce Workflow Actions – Tasks, Send Email
In our previous Salesforce tutorial we have learned about What is workflow rule in Salesforce and learned about different steps involved while creating Workflow rule. In this Salesforce Tutorial we are going to create Salesforce Workflow rules with rule criteria.
How to create Salesforce Workflow Actions?
As discussed in the beginning of this SFDC tutorial we have to create the following Salesforce workflow actions.
Activating Salesforce Workflow Rule
Without activating workflow we can not work on Workflows in Salesforce. Go to workflows and activate the workflow rule.
