Examine This Report on Dashboards In Salesforce — How To Use Their Potential ...

Posted by Jennell on April 15th, 2021

Table of ContentsThe Ultimate Guide To Episode 12 - Reports & Dashboards - Apex Hours

So, the next time you're charged with creating a control panel, make certain to understand how the information needs to present (as the running individual or logged-in customer). An especially helpful control panel attribute is the filter. Control panel filters conserve you lots of time by enabling you to produce one control panel however remove information as well as provide different combinations of the information. For instance, claim you have items categorized by "Product Family members" as either equipment, software application, or service (salesforce lightning dashboard components not displaying in classic). You wish to reveal a control panel of your top 20 products offered for the existing year. When producing the reports to draw into your dashboard, you can draw in all products (regardless of classification) (how to put dashboards in other users homepage salesforce lightening).

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