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Best answer

How to send a daily report from Salesforce via email

  • July 9, 2025
  • 2 replies
  • 20 views
J
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is there a way to send a report from salesforce in an email, daily? i know the triggers and the email part just having challenge in getting report from SaleForce. i used FindRecord and there is no Data (although it did find the report). Thanks

Best answer by Jazzy3

i just sent it from Salesforce using the Subscribe option. Thanks

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

J
Forum|alt.badge.img+2
  • Jazzy3Beginner
  • Author
  • Beginner
  • 29 replies
  • Answer
  • July 9, 2025

i just sent it from Salesforce using the Subscribe option. Thanks

SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 9662 replies
  • July 10, 2025

Nice work, ​@Jazzy3! 🙌 Glad to hear you were able to get things working with Salesforce’s native functionality. 

Please do reach back out if you’d like help with anything else. In the meantime, I hope you have a great day! 😁

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