Salesforce Sales Cloud Consultant: Permission Needed to Subscribe to Reports

Permission Needed to Subscribe to Reports

Question

The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.

Which permission does the sales manager need to subscribe to the report created by the consultant?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B

To determine the correct permission needed for the sales manager to subscribe to the report, let's analyze the given scenario and the available answer options.

The sales manager at Cloud Kicks wants to subscribe to a report that was created by a consultant. Here are the relevant details:

  1. The consultant saves the report to the Big Deals folder: This implies that the report is saved in a specific folder called "Big Deals."

  2. The Big Deals folder is a subfolder of the Sales Team folder: The Sales Team folder contains the Big Deals folder, where the report is stored.

  3. The Sales Manager role has View access to the Sales Team folder: The sales manager has permission to view the contents of the Sales Team folder.

Based on this information, we need to determine the permission required for the sales manager to subscribe to the report.

Let's review the answer options:

A. Subscribe to Reports: Set Running User permission: This permission is not directly related to subscribing to reports. It allows users to set the running user for a report, which determines the data visibility and calculations within the report. It is not applicable in this case.

B. Subscribe to Reports permission: This permission is the most likely option for the sales manager to subscribe to the report. The "Subscribe to Reports" permission enables users to receive scheduled reports via email. It grants the ability to subscribe to any report within Salesforce. This option aligns with the sales manager's requirement to subscribe to the report.

C. Subscribe to Reports: Run Reports permission: This permission specifically grants the ability to run reports. While it is related to reports, it does not address the requirement to subscribe to reports.

D. Subscribe to Reports: Add Recipients permission: This permission allows users to add additional recipients to a report when scheduling it. It is not directly related to the sales manager's requirement to subscribe to the report.

Based on the analysis, the correct answer is:

B. Subscribe to Reports permission

This permission will allow the sales manager to subscribe to the report created by the consultant, receive scheduled emails with the report results, and stay informed about opportunities reaching a certain stage with an amount equal to $100,000.