Question

The VP of Sales wants to receive an updated version of a key pipeline dashboard in her inbox every Monday morning at 7:00 AM without having to log in to Salesforce. The dashboard should reflect data as of the time it is sent. What should the administrator recommend to meet this requirement?

Accepted Answer

Subscribe the VP to the dashboard and set the subscription schedule to refresh and email the dashboard every Monday at 7:00 AM.

Answer

Convert the dashboard to a dynamic dashboard so it refreshes automatically for each viewer.

Answer

Create a report subscription on each source report and email them individually to the VP.

Answer

Add the VP as an additional running user so the dashboard updates when she opens the app.