Subscribing to a Salesforce dashboard is a powerful feature that allows users to receive regular updates and notifications about the performance of their business metrics. Essentially, subscribing to a dashboard enables users to receive an automated email or notification with the latest data and insights, without having to manually check the dashboard themselves.
In Salesforce, dashboards provide a visual representation of key performance indicators (KPIs) and other important data. Subscribing to a dashboard allows users to receive regular updates on these metrics, without having to log in to the Salesforce platform and manually check the dashboard themselves. This can be especially useful for busy individuals who need to stay on top of important metrics but don’t have the time to constantly monitor the dashboard.
The benefits of subscribing to a Salesforce dashboard are numerous. First, it saves time and effort by automating the process of checking and monitoring important metrics. This allows users to focus on other important tasks and responsibilities, knowing that they will be alerted if there are any issues or changes in performance. Second, subscribing to a dashboard can help to ensure that users are always up-to-date with the latest data and insights, which can help to inform decision-making and drive better business outcomes. Finally, subscribing to a dashboard can improve communication and collaboration among team members, as everyone can stay on the same page with the latest performance data and insights.
Youtube Video
With that being said, I want to mention we have a video on how to subscribe to a dashboard. This is on the Salesforce Emily youtube channel.
The tutorial is embedded, keep scrolling to see the step-by-step tutorial!
Step-by-Step Tutorial
The first thing you’ll need to do is head to dashboards.
Either click on the dashboards tab or search for it in the app launcher.
Then you will need to head to the dashboard you wish to subscribe to.
Once you are in the dashboard click subscribe.
If you don’t see subscribe then click the down arrow and it should be there in the top right corner.
From there you can choose the frequency and timing of the dashboard.
Once completed click save and you have subscribed to a dashboard!
Conclusion
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Check out the Salesforce Emily youtube channel here.
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