When sending dashboards, you have the option of two formats:
Image - Attached (.png)
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.
Step 1 - Enable Content Delivery
Embedding the dashboard image in the email requires that we store the image somewhere. To keep the data in Salesforce, we use a Salesforce feature called Content Deliveries.
For information about content deliveries, see the Salesforce help article: Set Up Content Deliveries (Salesforce Help).
To enable content deliveries, follow the instructions from the Salesforce help article:
From Setup, enter content deliveries and public links in the Quick Find box, and select Content Deliveries and Public Links.
Click Edit, and then select Content Deliveries feature can be enabled for users, Public Links can be enabled for users (Requires Content Deliveries), and Content Deliveries and Public Links can be enabled to let communities users share files managed by libraries (Requires Content Deliveries).
Choose a default option for content-delivery passwords. Because users can send content-delivery URLs to leads, customers, or any unauthenticated user, Salesforce recommends requiring password protection if your users plan to send confidential documents via content delivery. The options allow you to select an organization-wide default for content-delivery password protection.
Password protection is optional and defaults to OFF—If this option is selected, users can choose to require a password when they create a content delivery, but the Require Password to Access Content field on the create-delivery wizard is not selected by default.
Password protection is optional and defaults to ON—If this option is selected, the Require Password to Access Content field on the create delivery wizard is selected by default. Users can deselect the option if they don’t want to require a password.
Step 2 - Do Not Require Password Protection
Since the goal is to show the image in the email, password protection cannot be enabled, or the image will not load. We intentionally omitted this option from Step 1. If it is enabled, you will receive an error when trying to select this file type in Report Sender.
To fix this, please ensure that one of the circled options is enabled for content delivery. The third option, "Password protection is required," prevents you from embedding the dashboard in the email.
