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

Data pubblicazione: Jun 7, 2026
Descrizione

Salesforce does not support viewing HTML Email tracking statistics for emails sent by other users due to technical limitations. This article provides a workaround using a Dashboard with a configured Running User to display another user's HTML Email Status Report statistics.

Risoluzione

Workaround: Create a Dashboard with a Running User

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 with appropriate filter criteria.
  2. Create or edit a Dashboard.
  3. Add a new custom component using the HTML Email Status Report as the source. 
  4. Set the Dashboard's Running User to the user whose email statistics you want to view. 
  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.

Important Note

Clicking into the report directly will display results based on your own visibility level, which may differ from the dashboard display.

Numero articolo Knowledge

000384834

 
Caricamento
Salesforce Help | Article