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How to Subscribe to a View With a Quick Filter

Date de publication: Apr 24, 2025
Tâche
How to subscribe to a view with a Quick Filter?

A new subscription that was created by applying a value from the Quick Filters is not being processed as expected. The user is only receiving the Original View versus the view that had the Quick Filter applied. What is wrong?
Étapes
You must save an existing dashboard's Original View as a Custom View after applying a Quick Filter in order to receive the subscription with the Quick Filter applied.

Once the Quick Filter is applied, the updated view needs to be saved as a Custom View and then users can subscribe to this Custom View with the Quick Filter applied.
Ressources supplémentaires
Deleting a Custom View also deletes any subscriptions based on that Custom View.

For more information, see Use Custom View
Numéro d’article de la base de connaissances

001469783

 
Chargement
Salesforce Help | Article