Then, place it in a folder that everyone who needs to use it has access to. Give it a reasonably descriptive name, include a summary of the dashboard in the description.
Step 2: Secondly, you’ll be asked to give the Dashboard a name, a description, and choose the folder location where it’s saved. Step 1: Firstly, from the Dashboards tab click New Dashboard. These components consist of Chart (Bar, Stacked Bar, Line, Donut, Funnel, Scatter), Gauge, Metric and Table. Thirdly, Components: are the widgets which display the data you want to see in a visual format.Secondly, Filters: allow the people using the dashboard to limit the data they want to see in the dashboard to a particular view.You create those reports in the Salesforce Report Builder. The fields available for filtering your dashboards are the same fields available in your reports that feed those components. Each component is fed by a single source report. Firstly, Source Reports: there are reports that feed the data into the visual components.Now it’s time to put it all together.Ī Salesforce Dashboards has three ingredients: So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Default Salesforce dashboard also falls broadly into two categories And, each component is a metric or a chart. Folder access permissions can be configured from the Salesforce administration panel.Ībove all, building a custom dashboard is as easy as dragging and dropping components based on underlying reports. So, people who have access to the folders in which a dashboard exists can view it. Then, sharing is accomplished through folders. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Salesforce dashboard can be also based on multiple reports too. To clarify, it needs at least a report to pull its data from. What is a Salesforce Dashboard?Ī Salesforce dashboard is an abstraction over reports. In this article, we are going to give you the detailed guide of Salesforce dashboard as well as introduce the list of best ones. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on th Salesforce dashboard. Salesforce dashboard is one of the biggest unique selling point of the product. Dedicated Developers & Testers For Hire.Business & Technology Solution Consulting.
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