Open the dashboard you want to schedule. You can't schedule dashboards if they are: Filtered dashboards Dynamic dashboards Click the Refresh arrow and select Schedule Refresh.
Full Answer
How do I schedule a dashboard in Salesforce?
You can schedule a dashboard so that Salesforce automatically emails you and other people a copy of it periodically. Dashboards and reports that are scheduled have a checkbox in the Scheduled dashboard column. Open the dashboard you want to schedule. Click the Refresh arrow and select Schedule Refresh. The Schedule Dashboard Refresh screen appears.
How to send dashboard refresh notification in Salesforce?
In HTML-formatted dashboard refresh notifications, users can click the name of the dashboard to log in to Salesforce and view the dashboard. To send a dashboard refresh notification to other users, store the dashboard in a public folder with access granted to others.
What are the components of a Salesforce dashboard?
A Salesforce Dashboards has three ingredients: Firstly, Source Reports: there are reports that feed the data into the visual components. Each component is fed by a single source report. The fields available for filtering your dashboards are the same fields available in your reports that feed those components.
How do I refresh the schedule dashboard?
The Schedule Dashboard Refresh screen closes. This dashboard will automatically email to its recipients at the specified day and time. You can easily change the dashboard schedule - or remove it all together. Click the Refresh arrow and select Schedule Refresh. Edit the schedule or click Unschedule Dashboard.
Can dashboard be scheduled in Salesforce?
Unlimited and Performance Edition users can schedule up to two dashboard refreshes an hour per day. Enterprise Edition users can schedule up to one dashboard refresh an hour per day. Additional scheduled dashboards may be available for purchase. Contact your Salesforce representative for information.
How do I schedule a refresh dashboard in Salesforce?
How to Schedule a Dashboard in SalesforceOpen the dashboard you want to schedule. ... Click the Refresh arrow and select Schedule Refresh. ... Specify to whom you want to send the Email Dashboard.Specify when you want to send the dashboard in the Dashboard Schedule. ... Click Find available options by Preferred Start Time.More items...
How do I schedule a dynamic dashboard in Salesforce?
You can't schedule refreshes for dynamic dashboards. They must be refreshed manually....Create A dashboard and add these reports to the dashboard.Go to Dashboard Tab click on New dashboard.Name the dashboard.Once the canvas is open click on add component.
Why can't I edit a dashboard in Salesforce?
Users with the Manage Dashboards permission can not edit Dashboards which they did not create. This is expected behavior. In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.
Can we schedule the dynamic dashboard?
Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled.
Can we schedule dashboard refresh in Salesforce lightning?
Subscribe to Dashboards in Lightning Experience Subscribe to dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive the refreshed dashboards results by email. You can subscribe to dashboards yourself and also add other users, groups, and roles.
What is the difference between dashboard and dynamic dashboard in Salesforce?
Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.
What Scheduled dynamic dashboards?
Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
What is the difference between static and dynamic dashboards?
A Static Dashboard is the default in Salesforce. Dynamic Dashboards can be customized to each viewers needs regardless of what they have permission to see in Salesforce.
How do I give permission to edit a dashboard in Salesforce?
0:412:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it's checked or not and you could click edit. And toggle that permission for those users.
How do I give permission to dashboard in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I edit my existing dashboard?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.