What is a dashboard in Salesforce?
A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report.
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What is the relationship between a dashboard component and a report?
The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart).
What are the standard reports that are available in Salesforce?
The standard reports that are available in Salesforce are Summary, Matrix, Tabular and Joined, none of which can fulfill the requirement detailed in the question. If the Organization-Wide Default setting on Accounts is set to Private, which records will an Account report return? A.
What is dashboard in Salesforce?
Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they're able to view your dashboard's data-supplying reports. Filter a Dashboard. Dashboard filters make it easy for users to apply different data perspectives to a single dashboard.
What is a dashboard quizlet?
A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report.
What is a dashboard in Salesforce lightning?
Salesforce dashboards present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in various chart types, tables, metrics, and gauges, and you can customize how data is grouped, summarized, and displayed for each component.
What is a dashboard?
The definition of dashboard A dashboard is a visual display of all of your data. While it can be used in all kinds of different ways, its primary intention is to provide information at-a-glance, such as KPIs. A dashboard usually sits on its own page and receives information from a linked database.
What is the main purpose of dashboard quizlet?
Dashboards provide visual displays of important information that is consolidated and arranged on a single screen so that information can be digested at a single glance and easily drilled in and further explored.
What information can you find in an analyze dashboard quizlet?
The three layers of information found in most dashboards are:Monitoring. Graphical, abstracted data to monitor key performance metrics.Analysis. Summarized dimensional data to analyze the root cause of problems.Management. Detailed operational data that identify what actions to take to resolve a problem.
What is report and dashboard in Salesforce?
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
What is a dashboard and its components?
An dashboard is composed of a number of elements that allow a user to perform functions on the system. The figure illustrates an overview of the interactive dashboard components in a sample Cúram application. Figure 1. Dashboard components. This table describes the mapping between the numbers and the dashboard elements ...
How do I use dashboard in Salesforce?
0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.
Why is it called dashboard?
The origin of dashboard. Horse carriages had fixtures on the front to act as a barrier. These were boards of wood or leather to protect occupants from dirt or mud. When a horse kicks up debris it is also referred to being “dashed up”. So the board on the front is to protect form the horses dashing, hence dashboard.
What is the role of dashboard?
A dashboard is an information management tool that monitors, analyzes and gives you a visual display of key performance indicators (KPIs), metrics, and important data to track the status of your company, a department, a campaign, or a specific process.
What is dashboard with example?
A data dashboard is a tool businesses use to help track, analyze, and display data, usually to gain deeper insight into the overall wellbeing of the organization, a department, or even a specific process.
What are the components of Salesforce dashboard?
These components include Horizontal Bar Chart, Vertical Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, Gauge, Metric, Table, Visualforce Page, and S-Control. A Custom Report Type is not a valid Dashboard Component.
What happens when a user drills down into a source report that the dashboard data is derived from?
C. If a user drills down into a source report that the dashboard data is derived from, the report will display data based on the running user's security settings
What is Salesforce custom report type?
A Custom Report Type defines a set of records and fields available to a report based on the relationship between a primary object and its related objects. The standard reports that are available in Salesforce are Summary, Matrix, Tabular and Joined, none of which can fulfill the requirement detailed in the question.
How to edit a report in Salesforce?
To edit a report in Salesforce, you click the Customize button while viewing the actual report. You can also click the down arrow next to a report that appears in the list of all reports and select Customize
When customizing a report, are you able to add a grouping, add a filter and also?
When customizing a report, you are able to add a grouping, add a filter and also summarize fields. Scheduling a refresh and adding a gauge component are customization options available to you when you are working with a dashboard, not a report.
Can you add a chart to a report in Salesforce?
A chart can be added to a report in Salesforce, but it is not a valid format of a report. The valid formats of reports in Salesforce are Joined, Tabular, Summary and Matrix. When creating or editing a Dashboard, you can select the Data Sources tab and select Reports or Visualforce Pages.
Can running user designation be changed?
True or False: Once a Running User has been specified for a Dashboard, the Running User designation cannot be changed.
What is a dashboard?
A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart). Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc.
What is dynamic dashboard?
Dynamic dashboards are dashboards for which the running user is always the logged-in user. This way, each user sees the dashboard according to his or her own access level. If you’re concerned about too much access, dynamic dashboards might be the way to go.
What is a report?
A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart.
What does a running user see in dashboard?
If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For this reason, you’ll want to choose the running user wisely, so as not to open up too much visibility.
Where are dashboards stored?
Like reports, dashboards are stored in folders, which control who has access. If you have access to a folder, you can view its dashboards. However, to view the dashboard components, you need access to the underlying reports as well. You can also follow a dashboard in Chatter to get updates about the dashboard posted to your feed.
Where is a report stored?
Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write. You control who has access to the contents of the folder based on roles, permissions, public groups, and license types.
Can you see dashboards in chatter?
However, to view the dashboard components, you need access to the underlying reports as well. You can also follow a dashboard in Chatter to get updates about the dashboard posted to your feed. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.
A.Get to Know Sales Cloud
I)CRM is a company, and Sales Cloud is a product it offers. II)Salesforce is the company that pioneered CRM in the cloud, and Sales Cloud is a product it offers. III)CRM stands for companies, relationships, and making money. IV)Salesforce is a product made only for salespeople.
b.Grow Your Business with Sales Cloud
I)Reps should prioritize leads with companies that are the largest and closest to them. II)Sales Operations should be solely responsible for keeping track of the pipeline. III)Store customer information in several places for easy access, like sticky notes and Excel and a marketing automation system. IV)Reps should prioritize the leads that are ranked the highest and are most likely to close..
c.Learn About the Salesforce Platform Advantage
I)To create a seamless experience for your customer II)So sales and service can try one another’s jobs for career growth III)To increase revenue by giving the entire organization the information they require to uncover opportunities IV)A and C