Subscribing to a report in Salesforce

You created a great report… but then the next week or month you ended up recreating it again. You are in a rush for your board meeting and forgot that you created it, or forgot where you saved it. We’ve all been there.

That’s why Salesforce has the option to subscribe to a report. What this means is that you will get an updated copy of the report directly to your inbox at precisely the right time. No more re-inventing the wheel, and no more ‘similar but different’ reports between you and the other members of your staff.

Side bonus – for the less tech-savvy folks on your staff, you can subscribe them to a report so that it shows up in their inbox without ever having to log into Salesforce.

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