how to auto refresh salesforce

How to Auto-Refresh a Page in Salesforce using Streaming API

• Step 1: Create Topic. First of all we will have to create a topic or event, creation, update, delete, or undelete of a...
• Step 2 Subscribe to the Topic. For Environment, select Production. For API Version, select 33.0. Accept the terms of...
• Step 3 Create Static Resources. Download the CometD compressed archive...

Full Answer

Why do we need auto refresh in Salesforce?

Imagine watching your favourite team play a nail biter and you have to hit the refresh button every 10 seconds. Auto refresh is also needed in Salesforce, whether it might be dashboards, reports or list views. We know that when we are on the list view screen of any object, we will have to hit the refresh button to see the newly created records.

How do I refresh a push topic in Salesforce?

Accept the terms of service and click Login with Salesforce. 5. Once you successfully establish a connection to your database, you land on the Select page. 6. Click queries >Streaming Push Topics. 7. In the Push Topic field, select RefreshAccounts. 8. Click Subscribe.

How to auto-refresh a page in Salesforce using streaming API?

How to Auto-Refresh a Page in Salesforce using Streaming API 1 Select Your Name >Developer Console. 2 Click Debug >Open Execute Anonymous Window. 3 In the Enter Apex Code window, paste in the following Apex code, and click Execute. More ...

How do I Activate my Salesforce sandbox?

Salesforce starts copying data to the sandbox. If you didn’t select Auto Activate while refreshing your sandbox, Salesforce sends you an email when your sandbox is ready to activate. Was this information helpful?

How do I refresh my Salesforce dashboard automatically?

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.

Do Salesforce reports refresh 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.

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.

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 often do Salesforce reports update?

Normally, charts refresh data once every 24 hours. But you can change a chart to refresh each time someone opens the page it's on. The refresh option is under the Chart Properties dialog box of the page layout editor.

How do I schedule a dash refresh?

Schedule a DashboardOpen 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.Select a time.More items...

Can we automate sandbox refresh in Salesforce?

Currently there is no automate process for sandbox refresh.

What is environment refresh Salesforce?

Refreshing a sandbox updates its metadata from the source org. If the sandbox is a clone or if it uses a sandbox template, the refresh process updates the org's data and its metadata.

What is refresh interval in Salesforce?

Full Sandbox Full Sandboxes have a 29-day refresh interval, and mirror the storage limits of your production org for data and file storage.

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.

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.

Is it possible to schedule a dynamic dashboard?

Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled.