how to auto refresh dashboard in salesforce lightning

by Dr. Darrion Mueller III Published 2 years ago Updated 2 years ago

For email applications that don't support HTML, the email includes text and a link to the dashboard.

On the Dashboards tab, select a dashboard using the View Dashboard field.
Click Refresh and choose Schedule Refresh. ...
Select notification settings. ...
Schedule the refresh. ...
Click Save.

Can I schedule a dashboard refresh in Salesforce Lightning?

Unfortunately, this feature is not available in Lightning until the Summer '17 release, so you need to switch to Classic to configure this. To schedule refresh a dashboard, perform the following steps: Open the dashboard from Classic. Click on the arrow near the Refresh button. This is not available for free editions of Salesforce.

How do I schedule a refresh of a dashboard?

To schedule refresh a dashboard, perform the following steps: Open the dashboard from Classic. Click on the arrow near the Refresh button. This is not available for free editions of Salesforce. Click on Schedule Refresh.... Consider the following screenshot: Next, you need to configure the following:

How to refresh the dashboard of a VF page?

If there was a web-API to refresh dashboards then perhaps your VF page could do that, and then refresh itself to pick up the updated dashboard. You can use Custom HTML components on any page by using Setup > Customize > User Interface. Check the option for "custom sidebar components on all pages."

How do I refresh the sidebar?

Check the option for "custom sidebar components on all pages." Then, modify your code to check to see if it is on a dashboard page, and read the "last refresh" time stamp, and if older than one hour, click the Refresh button. I see where you're going with this and I can see how it would solve my problem.

Can you schedule a dashboard to 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.

How do I refresh a dynamic dashboard in Salesforce?

Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. However, in Lightning Experience, automated dashboard refreshes are not available at all. A Refresh button is provided on the dashboard instead to manually refresh its data.

How often do Salesforce dashboards refresh?

Salesforce limits the number of dashboard refreshes to 200 per hour per org.

Can we refresh dashboard in Salesforce?

Click Refresh to replenish your dashboard with the most recent data. When dashboard data is being refreshed, the Refresh button changes to Refreshing... You can leave the dashboard and do other things in Salesforce while the data refreshes.

How do you refresh your dashboard?

The Refresh button, on the dashboard toolbar, initiates a round trip to the server to bring the latest data back to the dashboard. A dashboard will automatically refresh when a process is run or an item is added to a numbered list.

How do I create a dynamic dashboard in Salesforce lightning?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.

How do I refresh a report in Salesforce lightning?

The refresh option is under the Chart Properties dialog box of the page layout editor. However, we recommend daily refresh over selecting the option, because users will soon reach the refresh limit or will wait for chart data to show until refresh is complete.

How do I refresh data in Salesforce?

From Setup, in the Quick Find box, enter Sandboxes , and then select Sandboxes. A list of your sandboxes appears. Sandboxes that you can refresh have a Refresh link next to their name. Next to the name, click Refresh.

Does salesforce report update automatically?

Required Editions and User Permissions Click Update Preview Automatically. The switch switches on or off. When on, the report preview updates automatically after each edit you make to the report.

What is dynamic dashboard in Salesforce?

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 standard dashboard refresh time in Salesforce?

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. Note Your preferred start time may not be available if other users have already selected it.

What is the standard dashboard refresh time?

The default refresh rate is the rate at which most dashboards on the site should run. The default for Automatic Refresh Rate is normally every 24 hours.

Create a trigger on Case objects, if you don't already have one

trigger Cases on Case (after insert) { if (Trigger.isAfter) { System.debug ('I will be replaced shortly!'); } }

Create a method to build a new platform event

public class ExampleClass { public static void publishCaseUpdateNotifications (List<Case> cases) { List<Case_Updated__e> notifications = new List<Case_Updated__e> (); for (Case c: cases) { notifications.add (new Case_Updated__e ( Case__c = (String)c.Id, CreatedByName__c = UserInfo.getName (), CaseNumber__c = c.CaseNumber )); } List<Database.SaveResult> results = EventBus.publish (notifications); for (Database.SaveResult result : results) { if (!result.isSuccess ()) { for (Database.Error error : result.getErrors ()) { System.debug ('Error returned: ' + error.getStatusCode () +' - '+ error.getMessage ()); } } } } }.

Fire the event from your trigger

So now we're at the point where an event will be fired after a case is inserted. Now we have to implement the other half of the equation, as has been described by other answers here.

Subscribe to your platform event

https://trailhead.salesforce.com/en/modules/platform_events_basics/units/platform_events_subscribe

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