Get Notified When Reports Conditions Are Met

Don’t wait to find out when an important aggregate in your Salesforce report reaches a meaningful threshold. You can now notify report subscribers about the change as soon as the report runs. For instance, you can set conditions to send email when average case age is greater than one day, or opportunity count rises above 100. Each time your report runs, the report conditions are checked. If the threshold is reached, email is sent to the specified recipients with a summary of the conditions that were met. If you select Summary + Report, a copy of the full report is sent along with a summary of the conditions that were met.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: Add conditions to your report subscriptions, and subscribers receive an email if the selected aggregates meet the specified thresholds.

Adding conditions to a report