How do I create a new dashboard in Salesforce?
It can often be faster to create a dashboard by cloning an existing one and then modifying it. Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save. Enter a descriptive name for the new dashboard. Click Save or Save & Run. Salesforce displays the new dashboard.
How do I make a copy of a report or dashboard?
Navigate and open the report or dashboard you want to make a copy of. In the upper right side click the down arrow next to subscribe to reveal more options The default is “Copy Of [Current Report/Dashboard Name]” and the folder you are working in. Click blue Create button to finish the copy.
How do I import an object from Salesforce to eclipse?
Create a new object in Salesforce with an appropriate name and basic settings the same as your original object, then bring this into Eclipse along with the original object. Open both files (found under src->objects) and click on the Source tab (default tab is design) and add the fields by copying/pasting from the old object.
Where does the new name of my dashboard or report appear?
The new name of your report or dashboard should now appear in the upper left-hand side. What Does It Mean To Make A Copy Of A Dashboard Or Report In Salesforce Lighting?
Can you duplicate dashboards?
You can copy a dashboard to a different team, the same team, or a different project. The copy operation copies the widgets defined on one dashboard to a new dashboard, and reconfigures them based on a selected team. This feature minimizes the work required to build similar dashboards from scratch.
How do I copy a dashboard component in Salesforce?
Copy and Paste Widgets Across DashboardsTo copy and paste one or more widgets, first select them. To select multiple widgets, use Ctrl or Cmd.To copy widgets, use Ctrl+c, Cmd+c, or click the copy icon ( ).Paste widgets in the same dashboard or a different one. To paste, use Ctrl+v, Cmd+v, or click the paste icon ( ).
Can you clone reports in Salesforce?
Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.
Can you have multiple dashboards in Salesforce?
At this time, customers are only able to put up to three dashboards components on their Homepage at a time. As a workaround customers can customize their Homepage by selecting a different dashboards to display on their Homepage via the following click path: Name > Setup > My Personal Information > Change My Display.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I delete a report from a dashboard in Salesforce?
Click Reports. next to the report. To delete the report, select Delete. At the confirmation, click Delete.
What is the difference between reports and dashboards in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.
How do I replicate a report in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
How do I clone a report folder in Salesforce?
Few Simple Steps to Clone Reports in SalesforceOpen the BOFC Home > Click “Clone Reports”It will open below screen for BOFC Clone Reports. ... Select the “Source Org” from where you want to clone the Report.Select the “Source Folder” (from where report needs to cloned)More items...•
How many dashboards can I create in Salesforce?
Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren't available in other editions.
How many dashboards can be displayed in the home page at once Salesforce?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.
How many dashboards are there in Salesforce?
There are four types of dashboard components in Salesforce.
Clone a Dashboard
It can often be faster to create a dashboard by cloning an existing one and then modifying it.
Delete a Dashboard
Occasionally you’ll find that you no longer need a Dashboard; you can delete it.
How to clone a custom object?
The easiest way to "clone" a custom object is probably to create a new, empty custom object with the new name, etc., and then to copy-and-paste the other contents from your original custom object into the new one. For example, you could copy all of the <fields> tags to replicate the custom fields from your original to your new object.
Can you change the share model of a custom object in Metadata API?
The issue with Lookup fields is kind of indirect. Currently the Metadata API does not allow you to change the sharing model of a custom object, because this requires a big sharing rules recalculation that would greatly expand the execution time of a deploy () operation when there are large data sets.
