Alex Derek - 6 months ago
@Anusha Surepeddi This should be the basic/standard functionality which every company needs and admins should have the ability to make decisions about org data security and control the subscribers list including non-users to send reports to.
Understanding the data governance and security implications is important, but the point of not considering this due to "protecting the information stored in Salesforce" is not really valid since at the end of the day a report can still be downloaded or forwarded by email to "unintended parties" by a user or use other 3rd party appexchange tools to achive this.
Any update when the PDF idea will be implemented and will this be a standard feature?
Anusha Surepeddi - 9 months ago
Hi all - in the interest of protecting the information you store in Salesforce, we do not have any plans of implementing this idea. Sending reports containing your data to non-authenticated users doesn't align with our Trust value, as this scenario could potentially lead to your data being sent to unintended parties. We're actively considering adding the option to generate reports as PDFs, which could then be shared, as needed, with those authorized to receive the information. The PDF idea is one included in the May 2019 round of IdeaExchange Prioritization, which is open through June 2. Visit https://sfdc.co/PrioritizeIdeas to learn more.
Jeff Hopkins - 9 months ago
Adding this feature would help adoption of Salesforce in my organization. Without the ability to communicate outside of the application users are resorting to other means to track and transfer information. Ultimately undermining the importance of Salesforce as the database of record.