Loading

Create a Dashboard that will track HTML Emails sent by other Users

Udgivelsesdato: Oct 13, 2022
Beskrivelse

Many users would like to be able to track the status of emails sent by others. This is currently unavailable due to technical limitations. Please follow the steps below as a workaround.

Løsning

Instead of reporting on the statistics of another user directly, you can instead display these results within a Dashboard where that user is the Running User. As the Dashboard will run and retrieve the results based on the Running User's access levels, the statistics displayed for the Dashboard Component will be theirs.

 

In order to do this:

1. Create and Save an HTML Email Status Report ensuring that all the filter criteria is set appropriately.
2. Create or Edit a dashboard.
3. Create a new custom component using the HTML Email Status Report as the source.
4. Set the Dashboard's Running User to the user whose statistics you would like to see.
5. Save the Dashboard. 

 

Now you will see the dashboard refresh. Once completed, the statistics will be those of the Running User, thereby granting you visibility. Feel free to additionally customize the source report as needed until you achieve your desired results.

 

**Please remember that if you click into the report, the results will be based on your visibility, which will likely not align with the results displayed in the dashboard.

More Information on this topic: 'HTML Email' status report does not return records

Vidensartikelnummer

000384834

 
Indlæser
Salesforce Help | Article