To do this in Salesforce Classic, follow these steps. Navigate to the Reports folder and click on All Folders on the left-hand side. Then, click the pull-down menu on the right and navigate to Items I’m Subscribed To. On this page, you can view, edit, and delete your current subscriptions to reports.
How do I Manage my subscriptions in Salesforce?
There are two ways to manage your subscriptions. If you are in Salesforce Classic, simply go to the reports folder and click on ‘All Folders’, on the left side. Then click the pulldown on the right and select ‘Items I’m Subscribed To’. From this page you can view, edit and delete all your current subscriptions.
How do I change the subscription price in Salesforce CPQ?
In your org, click the App Launcher ( ), and then click the Salesforce CPQ tile. In the navigation bar, click Products, then choose the All Products list view. Click Password Manager License. Click Edit. For the Subscription Pricing field, choose Fixed Price .
How many report subscriptions can you have in Salesforce?
First, each user can have up to five report subscriptions. This is regardless of what type of user they are within your Salesforce org. You also won’t see the recipients listed on the emails, so you will have to go back to Salesforce to see them. If you were working with a platform user, an admin must enable these features.
How do I Manage my subscriptions and add new reports?
Click on the Reports tab and find the All Reports option on the left-hand side. At the top, you’ll see a tab labeled Subscribed. Now, you can manage your subscriptions and add new reports. Next, look at the sidebar on the left and click the option that says All Reports. In the menu on the right, sort the reports by Subscribed.
How do I edit subscriptions in Salesforce?
To do this in Salesforce Classic, follow these steps.Navigate to the Reports folder and click on All Folders on the left-hand side.Then, click the pull-down menu on the right and navigate to Items I'm Subscribed To.On this page, you can view, edit, and delete your current subscriptions to reports.
How do I check my salesforce subscriptions?
How to find all the Subscribed or Scheduled Reports in Salesforce...Go to Reports Tab.Select All Reports.Sort by Subscribed column.
How do I turn off report subscriptions in Salesforce?
To unsubscribe from a Report:Click on the Reports tab.Click on the name of the report you wish to cancel.Click the arrow next to Edit.In the drop down, click Subscribe.Click Unsubscribe.
How do I add a subscriber to a Salesforce report?
To add others or remove yourself, click Edit Recipients. Select from the available entity types and start typing to see all the matching names. Only the users, groups, or roles with permission to access the report are shown in the list of matches. Select from the matching options and click Add.
What is report subscription 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 unsubscribe from a dashboard in Salesforce?
To unsubscribe, open the Edit Subscription window by clicking Subscribe. Then, click Unsubscribe. As you subscribe to dashboards, take note of these notes, considerations, and limitations: Each user can set up subscriptions for up to 5 dashboards.
How do I cancel my report followers subscription?
First, open the Google Play Store. If you have multiple Google accounts, be sure you're signed into the right one. Click on menu, then go to "Subscriptions". Choose the reports: followers tracker subscription you wish to cancel and tap on the "Cancel Subscription" option.
How many reports can a user subscribe to in Salesforce?
5 reportsCurrently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 5 subscribed reports is independent for Salesforce Classic and Lightning Experience.
Why can't I subscribe to a report in Salesforce?
In order to make the 'Subscribe' button to appear on your reports, the 'Report Notifications' and 'Salesforce App Notifications' features must be enabled for your organization. 1. Steps to Enable Report Notifications in Salesforce Classic.
Who can subscribe to a dashboard in Salesforce?
0:302:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipHere's how to subscribe yourself. And others to a dashboard. You can also subscribe to reports fromMoreHere's how to subscribe yourself. And others to a dashboard. You can also subscribe to reports from the reports tab. Find the dashboard you want to subscribe to and click the more actions arrow.
Can community users subscribe to reports?
My question was about subscribing to reports, not viewing reports. I had contact with salesforce in the meantime and discovered that this option is not available for Community Users. Workaround is that some one with a full salesforce license subscribe community users to a report.
Why can't I subscribe to a dashboard in Salesforce?
ISSUE SOLVED! Go to the dashboard, click edit, click the settings gear, then change the View Dashboard As to either "Me" or "Another Person". Subscribe is NOT available if "The dashboard viewer" is chosen. You may have to refresh the browser.
How Do Salesforce Reports Work?
You can think of a report as a list of information with all the information you’ve asked Salesforce to provide. For example, this could be a list of prospects that your sales team will call, accounts in default, or open support cases that need follow-up. Salesforce looks for the criteria you select and presents users with a list of that data.
Why Should You Use Salesforce Reports?
Birds-eye view of data Reports can tell you information at a glance to quickly take action. Fast, accurate responses can give you a leg up on your competition. For example, time required to prepare for a meeting could be reduced by automatically mailing reports out to your team.
Before Subscribing to Reports, Check Your Permissions on Salesforce
You will need different permissions for report subscriptions depending on who you’re trying to add and how you intend to do it.
How to Subscribe Yourself to Salesforce Reports
Now that you know what permissions you need, you can subscribe to whichever reports you like. To do this in Salesforce Classic, follow these steps.
How to Subscribe Other Salesforce Users to a Report
Now that you know how to subscribe yourself to reports, you can subscribe others as well. Salesforce allows you to choose users, groups, and roles for report subscriptions. So, for example, you can send reports on how many hours your dev team has worked for a client to your Human Resources department, so they’re billed correctly.
How Do I Manage Report Schedules in Salesforce?
Report schedules make sure that the information in your reports is up-to-date. The Schedule Report page lets you manage the frequency and conditions for sending out scheduled reports. Here, you can schedule a new report run, change an existing schedule, view current schedule jobs, and delete scheduled runs.
How Do I Manage Report Notifications?
Notifications for reports let you know when data meets a particular set of criteria that you set. You can select what you want to be notified about and what conditions are essential to you to receive relevant notifications. You can also set up notifications for the Salesforce app, email, and on Chatter.
Choose the Right Term
Subscription products are special because they’re sold as a service that lasts for days, months, or years. Since time is involved, you must consider what unit of time you want to use when quoting subscription products.
Basic Anatomy of a Subscription
Good news—subscription products are just normal products with a little extra flair. With a few small changes, any product you already have in your org can be sold as a subscription.
Prorated Prices
If you looked closely at the prices in the Quote Line Editor, you may have noticed that List Unit Price stayed at $30 regardless of the Subscription Term value. It’s one of the pricing fields that isn’t prorated. Opening the Password Manager License Quote Line Drawer ( ) reveals more pricing fields.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
