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.
How do I view all scheduled dashboards for my organization?
Note:- Users with the “View Setup and Configuration” permission can view all the dashboards scheduled to refresh for your organization on the All Scheduled Jobs page. To view the All Scheduled Jobs page, click Your Name | Setup | Monitoring | Scheduled Jobs.
How do I restrict access to reports and dashboards in Salesforce?
Post a dashboard snapshot to Chatter. Follow a report or dashboard. Set up a scheduled report. Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
Can we schedule dynamic dashboard in Salesforce?
Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled.
How do I schedule a dashboard refresh 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 report and dashboard in Salesforce?
On the Reports tab, click a report name.Click Schedule Future Runs from the Run Report dropdown menu. ... On the Schedule Report page, specify a running user who has access to the folder where the report is stored. ... Select an email setting. ... Set the frequency, duration, and time for running the report:More items...
Can we schedule dynamic reports in Salesforce?
Limitations Of Dynamic Dashboards You can't schedule refreshes for dynamic dashboards. They have to be updated manually. You can use a dynamic dashboard to display user-specific data, such as Quotas and sales, accounts, contacts, and more.
Can we schedule a dashboard?
You can subscribe to dashboards yourself and also add other users, groups, and roles. Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboards results by email.
Can you automate reports in Salesforce?
You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don't have to remember to log in and do it yourself.
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.
Can you schedule a report in Salesforce lightning?
With Reports: Select “Subscribe”. OR Click on the report to be scheduled, and then click “Subscribe”. An “Edit Subscription” window will pop up. Under the “Schedule” section, you can select a frequency like: day, and time to generate and email updated reports as per your requirements.
How many reports can be scheduled in Salesforce?
In Professional Edition, each user may schedule up to 3 reports (max one per hour, at times selected by the server, between 6pm and 3 am only). Enterprise and Unlimited Edition users may schedule up to 24 reports each.
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 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.
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.
How to schedule a dashboard?
Schedule a Dashboard. 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. The Schedule Dashboard Refresh screen appears.
Can you 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.
How often does Salesforce refresh?
Contact your salesforce.com representative for information. If you schedule a dashboard to refresh on a specific day of every month, it only refreshes on months that have that specific day. For example, if you schedule a refresh for the 31st of every month, the dashboard won't refresh on 30–day months. To refresh on the last day of every month, ...
How to refresh dashboard in Microsoft?
1.On the Dashboards tab, select a dashboard using the View Dashboard field. 2.Click Refresh and choose Schedule Refresh. Scheduling or emailing a filtered dashboard returns unfiltered data. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.
How to send a Salesforce email with HTML?
For email applications that don't support HTML, the email includes text and a link to the dashboard. 1.On the Dashboards tab, select a dashboard using the View Dashboard field. 2.Click Refresh and choose Schedule Refresh.
Why won't my dashboard refresh?
Dashboards won't refresh as scheduled if the running user doesn't have access to the dashboard folder. If a dashboard has filters, only the unfiltered version is refreshed. You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
How long does dashboard refresh take?
The dashboard refresh runs within 30 minutes of your preferred start time. For example, if you select 2:00 PM, the refresh may happen any time between 2:00 PM and 2:29 PM, depending on availability. Your organization can have up to 200 scheduled dashboard refreshes.
Can you refresh dashboard in Outlook 2007?
Dashboard refresh notifications may not display properly in Outlook 2007. 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.
Can other users access dashboards in Salesforce?
Other users can't access dashboards in your personal folders. To add a dashboard to a public folder, edit the dashboard properties. Users can click components in a dashboard refresh notification to view the source report in Salesforce.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
Can each user have access to a dashboard?
[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...
Do all users have access to dashboards?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...
