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Posted by Renea on March 17th, 2021

What Does Salesforce Dashboard Tutorial Do?

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To produce or modify a Salesforce Dynamic Dashboard, navigate to the, click to create or click on an existing control panel to modify. First, when constructing a new dashboard, name it, include a description if you 'd like, and pick the best folder for correct organization.: Make certain to store these reports in folders that the designated control panel audiences can gain access to.

To add a component to the dashboard, press. Select a source report for the component, then press. Tailor how the part displays data, then press. You can organize or resize the element as you like within the edit grid. To edit an existing part, press the on the element.

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To include a filter to the dashboard, press. From the drop-down, select a field to filter on. The drop-down programs fields that can be used to filter all the dashboard's parts. Next, offer the filter a Show Call for easy recognition. Then, simply appoint worths to the filter by clicking Add Filter Value.

Under View Dashboard As, choose 'who' people view the dashboard (and all source reports) as. Users might see more or less information than they generally see elsewhere in Salesforce. Beware not to expose sensitive details to too broad an audience (salesforce dashboard tutorial). Picking "Me" reveals the viewers the dashboard as you would see it, consents standing up to.

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The default individual is you. To pick someone else, click the icon (Eliminate person) to remove you. Then, select from any user in your company. You may likewise let users select whom they view the control panel as by checking the box next to "Let dashboard audiences choose whom they view the dashboard as".

With the "View My Group's Dashboards" user authorization, the user sees the dashboard as themselves or as anyone underneath them in the role hierarchy. With the "View All Data" user permission, users can view the dashboard as anyone. By selecting "The dashboard viewer" users see data as themselves, according to their own access to information.

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This powerful tool can be terrific and conserve loads of time by getting rid of the need to develop different dashboards for each user. However, salesforce dynamic control panels do provide some restrictions - salesforce dashboard salesforce dashboard tutorial filters. Salesforce dynamic dashboards do not support the ability to follow elements (following components can only be performed in Salesforce Classic at this time).

Instead, you have to refresh manually.: Your organization can have up to 5 dynamic control panels for Business Edition, 10 for Limitless and Efficiency Edition, 3 for Developer Edition, and you purchase extra dashboards. Unfortunately, dynamic Salesforce control panels aren't available in other editions. The residential or commercial properties section is where you may optionally rename the control panel, add a description, alter the folder in which it is saved, and change the grid size, style or color palette.

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Salesforce “How To” ABCs: C. How to Create a Dashboard by Chris Stegall creme de la crm Medium

Styles and color palettes help you arrange custom-made information in your control panel. This is special to the Salesforce Lightning experience. You may set the theme for the entire dashboard (done in properties) or for specific components (performed in part edit). Wildflowers is the default color palette, however if you need an accessible color palette, pick Mineral.

When you are ended up designing your Dashboard press. To Sign up for a Control panel press. Then, pick the Frequency which will specify the days and times that it will be sent! You may also set it to send out an e-mail whenever the Control panel is refreshed. There's your introduction of Lightning Dashboards, now it's