Slaesforce FAQ

how to send a salesforce report email l

by Annabell Wisoky Jr. Published 2 years ago Updated 2 years ago
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No, there isn't a way to send reports to any email address using Salesforce's declarative tools, only to users. One option here might be an app and custom UI that uses the Analytics API. While certainly not a turnkey solution, it offers API access to underlying report data that you could then build your own UI around.

Report on List Emails
  1. From Setup, in the Quick Find box, enter Report Types , then select Report Types.
  2. Click New Custom Report Type.
  3. Select List Emails as the Primary Object. Complete the fields and click Next.
  4. Optionally, select the List Email Sent Results secondary object and save the report.

Full Answer

How to send refreshed report results in Salesforce lightning experience?

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.

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.

What is mass emailing in Salesforce?

Mass Emailing essentially allows you to send an email template (Complete with images, merge fields and attachments), to a list of contacts, person accounts or leads. To separate these two features, Salesforce has renamed “Mass Emails” to “List Emails”.

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.

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Can you email a Salesforce report?

Email the report to additional users. You can send reports only to email addresses included on Salesforce user records. When portal users receive emailed reports, they see the same data as the running user set in the report schedule.

How do you send a report through email?

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...

How do I mass email a report in Salesforce?

Send Mass Email in Salesforce ClassicDepending on who the recipients of your mass email are, do one of the following. ... Select a list view of recipients, and then click Go!.All recipients in the list view are selected by default. ... Click Next.Choose an email template.To view the templates, click the Preview links.More items...

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.

What are the two option for reporting to an email?

Two options are available: Synchronous: email will be sent as soon as the report document has been generated. Email processing: email will not be sent, but it will be stored in the Email sending status table. Email will wait in a queue in order to be processed by Email distributor batch.

How do I send a PDF as a report?

You can send Adobe PDF files directly from Adobe Acrobat or Acrobat Reader using Gmail....Use Gmail to send a PDF from AcrobatIn Acrobat, open your PDF file.At the top, click File Share file or File. ... Click Attach to Email or Send as attachment.Select Webmail.Click Select option. ... Enter your email address and click OK.More items...

How do I send an email from Salesforce?

Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.

How do I send more than 5000 emails in Salesforce?

Go to either the Leads or Contacts tab, choose mass emails under the Tools section, and use filters to create your email list. From the salesforce docs: Using the API or Apex, you can send single emails to a maximum of 5,000 external email addresses per day based on Greenwich Mean Time (GMT).

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...

Can I send Salesforce report to external user?

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 send an email from Salesforce dashboard?

Required Editions and User PermissionsSelect the dashboard page or widget that you want to share.Click Share, and then click Email. Enter the recipient's email address (1), and select the format (2). Enter the subject (3). The name of the dashboard or page is used by default. ... Click Send.

How do I send report results to non Salesforce users by email?

Send report results to non Salesforce users by email All you need to do is add one or multiple email addresses when editing your report. Be aware that this needs to be filled out before you click Send Now or else it doesn't go to anyone.

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