Create an Email Activity Report in Salesforce.
- 1. In Salesforce, click Reports > New Report.
- 2. Select Activities > Tasks and Events and then click Continue.
- 3. Click the Filters tab in the left hand menu.
- 4. Change the Show Me filter to All Activities and click Done.
- 5. Click the Date filter and select a date range to report on and click Apply.
- On the Reports tab, click a report name.
- Click Schedule Future Runs from the Run Report dropdown menu. ...
- On the Schedule Report page, specify a running user who has access to the folder where the report is stored. ...
- Select an email setting. ...
- Set the frequency, duration, and time for running the report:
How to send report results to non Salesforce users by email?
A good tip here is to set up the report with your own email, click Send Now, make sure it looks like you want. Then change the email addresses to the client’s or whoever you want it to go to and set up the schedule. Send report results to non Salesforce users by email
How do I send an email to a Salesforce account?
When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records. When composing, forwarding, or replying to an email, type the custom email address into Salesforce in the BCC field (or any other recipient field).
How do I report email bounces in Salesforce?
These reports include the reason the email was bounced, the date the bounce occurred, and the Contact, Lead, or Person Account that bounced the email. Use the standard Bounced Contacts or Bounced Leads report (Salesforce Classic only) 1. Click the Reports tab.
What is the report sender app in Salesforce?
With our Report Sender App, you can send reports to any email address including non-salesforce users. The recipient gets the report as an attached file in user-friendly Excel format. So you can ensure that anyone can get your reports without the need of having a Salesforce license.
Can Salesforce email reports automatically?
You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them.
How do I email a report from 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...
Can Salesforce send report to external email?
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 do I automate a report in Salesforce?
Go to Reports Tab.Now select the report to which you want to schedule.Click on the Report name to edit in detailed mode.Now click on Run report pick list and select Schedule future Runs as shown above. ... Click on Schedule Future runs.Select unschedule report button to cancel. ... Click on Scheduled jobs.More items...
How do you email a report?
Send a Report as an AttachmentWith the report open, click File > Send as Attachment to display the Send as Attachment window.In the To box, enter the email addresses of the recipients (separate multiple email addresses with a comma).Edit the Subject and Message if you want to personalize these from the defaults.More items...
Can Salesforce reports be sent to non users?
Send report results to non Salesforce users by email With our Report Sender App you can send reports to any email address including non-Salesforce users. The recipient gets the report as an attached file in user friendly Excel format.
How do I share a Salesforce report externally?
If you want your external users to create or edit reports in a privately shared folder, grant them Viewer access on the folder. next to the folder you want to share, then select Share. Note Partner and customer users can't create, edit, or view reports in the Unfiled Public Reports folder.
How do I share a report in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I send a report as an attachment in Salesforce?
From the Reports tab or from the report run page, click. | Subscribe.Click Attach File.Choose to attach a Formatted Report ( . XLSX ) or a Details Only ( . ... If attaching a details only ( . CSV ) file, optionally choose an encoding.Click Save. ... Click Save.
How do I subscribe to a report in Salesforce?
To schedule emailed reports, select Schedule Future Runs from the Run Report dropdown menu.On the Report Run page, click Subscribe.On the Report Subscription page, choose whether to be notified each time conditions are met or only the first time.Specify each condition in three parts: aggregate, operator, value.More items...
Can you schedule reports in Salesforce lightning?
In Salesforce Lightning mode, you have two ways to schedule reports: with Reports and Dashboards.
How do I schedule a dashboard email in Salesforce lightning?
How to Schedule a Dashboard in SalesforceOpen the dashboard you want to schedule. ... Click the Refresh arrow and select Schedule Refresh. ... Specify to whom you want to send the Email Dashboard.Specify when you want to send the dashboard in the Dashboard Schedule. ... Click Find available options by Preferred Start Time.More items...
A Step-By-Step Guide To Email To Salesforce
If you are looking for an effective way to link external email in Outlook or Gmail to Salesforce record, then you have come to the right place. In this blog, we will show how to quickly step up the email to the Salesforce feature and get the email reply in Salesforce under the same contact form you’ve sent the email.
Email To Salesforce Process
When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records. When composing, forwarding, or replying to an email, type the custom email address into Salesforce in the BCC field (or any other recipient field).
Steps To Set Up Email To Salesforce
Click on the save button and copy the email address highlighted in the screenshot below.
Considerations For Using Email To Salesforce
The maximum no. of email addresses that Email to Salesforce can match is 50. Email to Salesforce processes only the first 50 unique addresses in the email if the combined number of addresses in the To and CC fields exceeds the limit.
