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.
How do I 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 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.
Can I clone report in Salesforce?
Go into the report that you want to clone. Click Customize. Change the parameters that will make the report unique and Click Save As "new report filename".
Can you export a dashboard in Salesforce?
Although it isn't possible to export a single chart or entire dashboard using the "Export" or "Printable View" buttons, there are a number of workarounds outlined below. Save the static image of the component which you can use to view or print from your computer.
How does clone work in Salesforce?
Clone Opportunities with ProductsWhen viewing an Opportunity, click on the "Clone" button at the top of the record. If the opportunity has products associated to it, the clone button will be a drop-down menu to choose to clone it with or without products. ... Click "Save".Repeat this process as needed.
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 you clone a report?
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.
How we can convert the dashboard into a PDF file in salesforce?
Create PDF Files and Print Your DashboardsClick. to open the menu, and select Print Preview. ... Click Print to open your browser's print dialog, where you can send the image to your printer or save it as a PDF file. To include background color or images, click More settings and select Background graphics.
How do I extract data from salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
Can you export a list view in salesforce?
With Salesforce Data Exporter you can export any list of data in Salesforce to CSV file. This extension creates a button 'Export to CSV' in salesforce list view for all objects, standard or custom. The list data can be exported to CSV file by simply clicking this button.
How do I enable clone in Salesforce?
To do this go to Setup | Customize | Accounts | Page Layouts. Edit the Layout you want to add the new button to, and double click Detail Page Buttons. Now add the Clone button from the list of available buttons to the list of selected buttons, click OK, and then click Save.
How do I clone data in Salesforce?
Open a record, and select the Clone or Clone with Related action. Clone with Related isn't available in the Salesforce mobile app. ... If you selected Clone with Related, select the related records that you want to carry over to the new record. ... Enter or change other information in the new record. ... Save the new record.
Can you clone in Salesforce lightning?
0:000:40how to clone opportunities in salesforce lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipJust choose what you want to clone. Click on drop-down arrow in the right header menu bar. SelectMoreJust choose what you want to clone. Click on drop-down arrow in the right header menu bar. Select clone now you know what to do you got it good job we are done with this tour.
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.