Set Up Team Reports
Install and configure Team Reports for Sales Emails and Alerts to make them available to your users.
Required Editions
| User Permissions Needed | |
|---|---|
| To install packages: | Download AppExchange Packages |
| To assign permission sets: | Assign Permission Sets |
| To share report folders: | Manage Reports in Public Folders |
Note
Salesforce Engage is now known as Sales Emails
and Alerts. You can expect to see the previous name in a few
places until we replace it, including in the app
itself.
-
Install the Engage Reports package.
- Download the Engage Reports package.
- Click Install for Admins Only, and click Install.
- When the package finishes installing, click Done.
-
Assign permissions sets. For help with this step, see Permission Sets.
- Assign the Engage Reports (Connector User) permission set to your connector user. Customers with the Salesforce Connector v2 can skip this step, because it’s assigned by default.
- Assign the Engage Reports (End User) permission set to all users that view and run Sales Emails and Alerts reports and all users that send campaigns with Sales Emails and Alerts.
- Go to the Engage Reports Permissions tab.
- Set the view to Unassigned Users.
- Assign permissions as needed.
-
Share the Engage Reports folder with any admins that need access to the reports.
- Go to Reports, and find Engage Reports.
- Hover over Engage Reports, and click the pin icon.
- Click Share, and select the appropriate sharing settings on the next page.
- Add the Engage Team Reports tab to an app.
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