What Does Dashboards In Salesforce – Shrey Sharma Mean?

Posted by Stanton on April 15th, 2021

Table of ContentsCreating A Salesforce Dashboard - Newfangled Can Be Fun For Everyone

So, the following time you're tasked with producing a control panel, make sure to understand exactly how the information should display (as the running user or logged-in customer). An especially handy dashboard function is the filter. Dashboard filters conserve you tons of time by permitting you to develop one dashboard but remove info as well as supply various mixes of the information. For example, claim you have actually products classified by "Product Family" as either equipment, software application, or solution (salesforce dashboard components). You desire to show a control panel of your leading 20 items offered for the present year. When creating the reports to draw right into your control panel, you can draw in all products (despite group) (how to create a dashboard in salesforce for sales reps).

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