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new featureCRM Analytics
Subscribe to Data 360 Live Widgets in CRM Analytics
CRM Analytics widgets and dashboards backed by Data 360 live datasets can now be sent as scheduled email snapshots (hourly, daily, weekly, or monthly, with a chosen time and time zone); recipients see only data they're authorized to access. Choose Subscribe from a live widget's action menu in run mode.
identifiers
CRM AnalyticsData 360 live datasetemail subscription
flags
enabled by defaultno action required
- how
- In run mode, select Subscribe from a Data 360 live widget's action menu.
- who
- when
- where
- CRM Analytics in Lightning Experience; Developer Edition and, for an extra cost, Enterprise, Performance, and Unlimited editions.