Skip to main content

Embedding Dashboards in an Email

If you want to show a dashboard in an email instead of as an attachment, read this article to verify your Salesforce settings.

Updated over a week ago

When sending dashboards, you have the option of two formats:

  1. Image - Attached (.png)

  2. Image - Email Body

If you see both options and they work, you're all set. You can stop reading and use the feature. However, if you're getting an error message, then keep reading for information on how to configure Salesforce to use this feature.

Did this answer your question?