What is a dashboard in Salesforce?
What is a dashboard in Salesforce?
Dashboards are incomparable and unique displaying your Salesforce data in a graphical presentation. Dashboard components include different types of charts, tables, metrics, and gauges. You can customize the grouping, summary, and display of data for each of them.
How do I view my dashboard in Salesforce?
Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user. Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page.
How do I create a dashboard in Salesforce?
Create a Dashboard
- Click the Dashboards tab.
- Click New Dashboard.
- Name your dashboard All Opportunities . Leave all other fields as is and click Create.
- Click + Component.
- For Report, select Opportunities by Stage. Click Select.
- For Display As, select Vertical Bar Chart and click Add.
- Click Save.
- Click Done.
How many components can a Salesforce dashboard have?
Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard. There are four types of dashboard components in Salesforce.
What is static dashboard in Salesforce?
Static dashboards are the basic dashboard types that will be visible to any user who has made a report out of his data. An example of this is what a Sales manager/ Marketing manager would be able to see on his Salesforce org. In other words, a normal dashboard shows data only from a single user’s perspective.
How to refresh dashboards in Salesforce1 App?
How to refresh a Dashboard in Salesforce1 App? A dashboard in Salesforce1 mobile Application can be refreshed. Tap on the refresh icon at the bottom of the Dashboard, and it will prompt user to confirm the Dashboard refresh.
What are the benefits of creating reports in Salesforce?
The Benefits of Creating Reports in Salesforce Include the Following. 1. Saves you time, money and allows you to concentrate more on your business. The advent of creating reports in Salesforce allows different businesses 2. Enables contract management and offers real-time reports and analytics.