Set up automatic dashboard refreshes and receive refreshed dashboard results by email
on a schedule that you set. If you start your week by reviewing your Sales Overview
dashboard, expedite your morning by subscribing to the dashboard. After subscribing, you can
have it automatically refreshed and in your email inbox each Monday morning at 8:00
AM.
Required Editions
Available in: both Salesforce Classic and
Lightning Experience
Available in: Essentials,
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Subscribe to Dashboards in Lightning Experience Rather than manually refreshing a dashboard, you can subscribe to it. Subscribe yourself and other users, groups, or roles to receive refreshed dashboard results by email on a schedule that you set.
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