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Dashboard subscriptions

Key Takeaway

Subscription emails show recipients the dashboard as its running user sees it, without dashboard filters. They don't show it the way the recipients would normally see it in Salesforce.

A dashboard subscription refreshes a dashboard on a schedule you set, so you don't have to refresh it by hand. It then emails the refreshed results to you and, if you choose, to other users, groups, or roles.

What a dashboard subscription does

A subscription does two jobs: it refreshes the dashboard automatically on your schedule, and it emails the refreshed results to the recipients. If you only want the scheduled refresh, you can deselect "Receive new results by email when dashboard is refreshed", and the subscription sends no email.

For example, imagine a manager who wants to start each week with current numbers. The manager can subscribe to a Sales Overview dashboard so that a freshly refreshed copy arrives in their inbox every Monday at 8:00 AM.

Platform Administrator Study Guide

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Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters)

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Dashboard widget types

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Dashboard component source reports

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Dashboard chart types and settings

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Dashboard filters

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Dashboard org licensing limits

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Dashboard subscriptions

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Scheduled dashboard refresh

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