Essentials for New Lightning Experience Administrators

D.

When scheduling a report in Salesforce Lightning Experience, you need to specify various details, such as the report format, the recipients, the frequency, and the start and end dates. Here is a step-by-step guide on how to schedule a report:

1. First, run the report that you want to schedule by clicking on the Run Report button. This will bring up the report results on your screen.

2. Once you have the report results, click on the drop-down arrow next to the Run Report button, and select the Schedule Future Runs option.

3. In the Schedule Report dialog box, you will need to specify the report details. Start by selecting the report format, which can be a printable format like PDF or an Excel format.

4. Next, choose the recipients who will receive the report. You can choose to send it to yourself or to others by selecting from the list of users, roles, or public groups.

5. Set the frequency of the report, such as daily, weekly, or monthly. You can also specify the start and end dates for the report, which will determine the duration of the report schedule.

6. Finally, select the time zone for the report, and click on the Save button to schedule the report.

In terms of the given answer options, B is correct. You need the user permission to Schedule Reports to schedule a report. Users with this permission can schedule reports for themselves or for other users, and they can also view and manage scheduled reports. The other options are incorrect as there is no requirement for the user to have a Marketing Profile or a Manager Role to schedule reports, and option D is only a step in the process of scheduling a report.