Salesforce Advanced Administrator Certification Guide

Subscribing to reports

In order to complete this chapter, we need to briefly mention report scheduling. We can set up a report so that it runs at a given time and apply a filter so that we receive notifications about it.

To access this feature, click on the Subscribe (in Lightning Experience) action on the report page to get to the following modal:

Report subscription

Here, you can set up the following configuration details:

• Frequency configuration and details (such as days, months, and time)
• A special condition to be applied to the notification (in this example, the filter is telling Salesforce to notify us only if the record count is greater ...