How do I send report results to non Salesforce users by email?

2.9K    Asked by AyushiKhatri in Data Science , Asked on Apr 23, 2021

I am trying to automate a report by scheduling the report to run at a date/time and emailing the results to mail group. How do I send report results to mail group?

Apparently via the standard Salesfore functionality that is not possible that is why I need to know is there any other way and workaround to be able to send a scheduled report to mail group? How to schedule report salesforce for non salesforce user?

Answered by Clare Matthews

You can send automated reports to your clients. Send them to any email address and also non-Salesforce users. To create a new report, or your first one, click the New Schedule button. Once you created reports, you can easily manage them from here with edit, send now, and delete.


Classic and Lightning report refresh subscriptions work a little bit differently, but neither is capable of sending a message to an arbitrary email address outside Salesforce. You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles.

Per Schedule a Report for Refresh,

You can send reports only to email addresses included on Salesforce user records.

Per Subscribe to Get Refreshed Report Results in Lightning Experience,

When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings. If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record.

The easiest solution is likely to be a forwarding rule on your corporate email server. Running the report in Apex and generating and sending emails in code would be substantially more complex.



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