If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record. The easiest solution is likely to be a forwarding rule on your corporate email server. Running the report in Apex and generating and sending emails in code would be substantially more complex.
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Build an "All Overdue Tasks" Report
- Change the Show Me filter to All Activities to see all the activities created.
- Change the Date filter to Last 30 Days to see the open tasks that were due within the last 30 days. ...
- Change the Show filter to Tasks to see only the open tasks.
Where does the refreshed report go in Salesforce?
When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings. If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record.
Who can I email Salesforce reports to?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. You can send reports only to email addresses included on Salesforce user records.
How to track email opens and clicks in Salesforce?
Using MassMailer, you can also track email opens, clicks, unsubscribes, spam report, bounces, blocks, etc. These new Salesforce tools will make it easier to engage with your customers and follow up leads.
How do I send reports to subscription email addresses only?
You can send reports only to email addresses included on Salesforce user records. When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
Can you email a report from Salesforce?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. Per Schedule a Report for Refresh, You can send reports only to email addresses included on Salesforce user records.
How do I pull a task report in Salesforce?
Build an "All Open Tasks" ReportNavigate to the Reports tab.Click New Report.Select Tasks & Event for the report type.Click Filters.Apply the following filters: ... Save your changes.Give your report a name and choose whether to make it public or private. ... Save your changes.
How do I manage tasks in Salesforce?
0:094:27Use Tasks to Boost Sales Productivity (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipIn a split view you can see the whole list and the details of the tasks you have selected with tableMoreIn a split view you can see the whole list and the details of the tasks you have selected with table view each task is a row. In Kanban view each task is an item in a status column.
How do I run a report on an account in Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
How do I create an overdue task report in Salesforce?
Build an "All Overdue Tasks" ReportNavigate to the Reports tab.Click New Report.Select Tasks & Eventfor the report type.Click Filters.Apply these filters: ... Save your changes.Give your report a name and choose whether to make it public or private. ... Save your changes.
Can you report on Salesforce tasks?
The standard activity reports list your tasks and appointments for a selected date range or events with all invitees. You can also create custom reports for activities by clicking the Reports tab, New Report, and choosing Activities as the type of data on which to report.
How do I view completed tasks in Salesforce?
You can access the list views by clicking the Activity List View button below your calendar on the Home tab, or by going directly to the following URLs: Activities: https://orgdomain.salesforce.com/007. Tasks: https://orgdomain.salesforce.com/00T.
What is the difference between tasks and activities in Salesforce?
Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.
Is an email a task in Salesforce?
Currently, email messages are saved as tasks in Salesforce, whether using Salesforce for Outlook or composing a message in Salesforce.
How do I create a lead report in Salesforce?
Create a report to view converted LeadsClick the Reports tab.Click New Report.Click the ( + ) sign next to the Leads folder.Select the Leads with converted lead information report type.Click Create.If desired, drag additional fields onto the 'Preview' section.Click the Add button.Select the Field Filters.More items...
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
What is rollup summary in Salesforce?
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship.
How to track emails sent through Salesforce?
Under “Setup,” go to “Activity Settings.”. Click on “Enable Email Tracking.”. Submit the information: from then on, you’ll be able to view the email tracking for all emails sent through Salesforce. In the Lightning Experience, email tracking information will be seen under the activity timeline.
How to send mass email in Salesforce?
Sending Mass Emails in Salesforce Lightning Experience 1 Create a contact or lead list or a campaign list. 2 Select the contacts you want to send an email to. 3 Click on “Send List Email” in the upper right corner. 4 Create an email, optionally with an email template. 5 Review the email and send it.
How many emails can you send in Salesforce?
Salesforce still limits emails to 5,000 emails per day and there are file size limitations on attachments. To get past these limitations, you can use MassMailer. Not only does MassMailer alleviate Salesforce email limits, but it also works with Salesforce templates and provides built-in email tracking features.
Does Salesforce track emails?
Salesforce has launched a new feature that is intended to provide better tracking for user interactions, such as email opens. Through better data, you can improve your entire marketing and sales campaigns. Here’s how you can start to track emails in Salesforce….
Can you see if an email has been opened in Salesforce?
Now, Salesforce makes it possible to see whether an email has been opened in the Activity Timeline. Next, to any emails that were sent to customers, you’ll see whether the email is unopened or if it was read. You’ll even be able to see when the email was first opened and last opened.
Can you turn off email tracking in Salesforce?
You can also turn off email tracking for specific individuals if necessary. Some customers may not feel comfortable being tracked through Salesforce and may request that the features be turned off. This is done through the Data Protection and Privacy section, with the “Don’t Process” and “Don’t Track” preferences.
