Pages

Tuesday 10 September 2019

Subscribe to Lightning Reports and Dashboards by Public Groups or Roles

In Spring '19 Salesforce extended the Report & Dashboard subscription beyond the user. Now, subscriptions can be done by Public Groups or Roles as well. This feature will help your recipient list stays current even when group membership or roles change.

A group subscription keeps your subscriber list current even when people join or leave the group. A role-based subscription keeps your subscriber list current even when people change roles.

In order to take the use of this feature, you must have the following user permissions enabled for your user:
  • To subscribe others to a dashboard, you need the Subscribe to Dashboards: Send to Groups and Roles permission
  • To subscribe others to a report, you need the Subscribe to Reports: Send to Groups and Roles user permission
  • To specify who runs the report in a report subscription, you need the Subscribe to Reports: Set Running User user permission.
How to verify:
When you’re setting up a report or dashboard subscription, click Edit Recipients.

  1. For the Entity Type, select the recipient type. 
  2. Start typing to see matching entries of the selected entity type and make a selection. 
  3. Click Add to add your selection to the list of subscribers

















Note: Only those User, Roles & Groups will be available for subscription who has the folder sharing. So, before the subscription make sure folder sharing is correct.

No comments :

Post a Comment