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ExecbizExecbiz 

Email out tag list

I would like to email out a tag list every so often (similar to a dashboard refresh email) to members of the company.  For example, I would like to have an email to the sales team every monday, listing the "Hot Leads" for the week.  What is the best way to go about this?  Is there a field on the actual records that keeps track of tags?  How is that info stored in SF?

 

Thanks 

snugglessnuggles

hi Execbiz,

 

your best bet here is going to be to go with a scheduled report from your report tab.  This is actually, i believe, the only way to set a schedule for something to happen within salesforce, and luckily it involves emailing out a report.  You are going to have a hard time accessing tag information from the reports tab though.  I would recommend you create a custom (possible hidden) checkbox to keep track of the records you want to include, run a report based on that, and schedule the report to be sent out on your schedule.