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Groups* CRM Analytics (fka Tableau CRM) *Paul Liu's Post
Paul Liu (BoonPlus) posted in * CRM Analytics (fka Tableau CRM) *
Feb 18, 2024, 8:00 PM

Hi! All, I just figured out a way to export #Salesforce #CRMA Dashboard via email. This new feature will be added to my free Recipe Output for CRMA app in the coming weeks, I think you are going to like it, stay tuned.

Hi! All, I just figured out a way to export Dashboard via email. This new feature will be added to my free Recipe Output for CRMA app in the coming weeks, I think you are going to like it, stay tuned.

4 comments
  1. Paul Liu (BoonPlus)
    Aug 22, 2024, 8:17 AM

    @Lisa Knoth any salesforce users or contacts in salesforce can receive the emails, and we don't need to assign a CRMA license to the user or contact.any salesforce users or contacts in salesforce can receive the emails, and we don't need to assign a CRMA license to the user or contact. to them.

    to them.

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