Track which Users are subscribed to Reports and Dashboards

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  • Опубліковано 6 лис 2024

КОМЕНТАРІ • 16

  • @eileenkingsley-hamm2819
    @eileenkingsley-hamm2819 Рік тому

    Great quick hit on how to create a very useful report! I will be sharing this with my Salesforce admin classes. Thanks, Tom!

  • @mattf2732
    @mattf2732 3 місяці тому +1

    Hi Tom, I have created this report type and report you showed us. I'm trying to understand the report itself before I explain to our team. We don't allow all users to Subscribe to reports, so we (as admins) will commonly subscribe and make another user the recipient. Some questions for you:
    1. Is the Owner: User ID the person who created the subscription?
    2. Why would many records not have a Recipient User: Full Name listed?
    Trying to decipher my report results to understand better.

    • @CRMTom92
      @CRMTom92  5 днів тому

      The Owner is the user who owns the Subscription itself.
      For the records without users perhaps use Login Access to view the Subscription as the Owner and see if that UI provides anymore clues.

  • @Gimrison
    @Gimrison 10 місяців тому

    Thank you was very useful.

  • @DarksouIjah
    @DarksouIjah Рік тому

    Genius!!! Thank you so much!

  • @kz-kathyzimmerman9933
    @kz-kathyzimmerman9933 Рік тому

    helpful .. thank you. Curious -- I saw you had a report on Screen flows -- didn't know we could create a report on our flows. will investigate that later!

    • @CRMTom92
      @CRMTom92  Рік тому +1

      Yes that's a sample one provided out of the box

    • @kz-kathyzimmerman9933
      @kz-kathyzimmerman9933 Рік тому

      @@CRMTom92 totally missed that! .. thank you!

  • @techmind4244
    @techmind4244 Рік тому

    Great Tom,👍

  • @BehaParsa
    @BehaParsa Рік тому

    thank you, very helpful

  • @pulkitaggarwal9741
    @pulkitaggarwal9741 Рік тому

    I am not able to see any data in the field 'Recipient User: Full Name' in the report, can you please help me with that. (I have a System Admin Profile)

    • @CRMTom92
      @CRMTom92  Рік тому

      If you add fields via Lookup and make sure you have Analytic Notification Action Configurations selected you should see this as Full Name via the Recipient User Lookup

  • @KaranBhargava-c1m
    @KaranBhargava-c1m Рік тому

    How can I see what reports other users are subscribed to?

    • @CRMTom92
      @CRMTom92  Рік тому

      If you follow the instructions in the video, this should guide you through the steps.

    • @KaranBhargava-c1m
      @KaranBhargava-c1m Рік тому

      I did follow all the steps but I can only see the reports I have subscribed to@@CRMTom92