how to auto refresh salesforce dashboards

^{Scheduling a Dashboard Refresh}

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. ...
3. Select notification settings. Click To me to send an email to your user's address. Click To others... to send an email to additional Salesforce users. ...
4. Schedule the refresh. Set the Frequency field. Click the Daily, Weekly, or Monthly fields to show more options. Specify dates in the Start and End fields. ...
5. Click Save.

Full Answer

How to auto-refresh dashboard in Salesforce?

I recomend downloading the chrome extention: "Enhance Salesforce Dashboard". It will auto refresh on load. You can set it to refresh in intervals as short as every 10 seconts and up up to one hour. chrome-extension://mogildlgjglckdcfclpbcbidpdkjgeeb/options.html Yes, this feature to auto-refresh dashboards is definitely needed.

How do I view Dashboard data in Salesforce?

1.On the Dashboards tab, select a dashboard using the View Dashboard field. 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 do I delete a scheduled dashboard refresh in Salesforce?

Users with “Modify all Data” permission can click Del next to a specific scheduled dashboard refresh to permanently delete all instances of the scheduled refresh. You can also set up Salesforce to send an email with an HTML version of the dashboard when the refresh completes.

Should dashboards auto-refresh?

Dashboards should auto-refresh either on access or based on a schedule. I find it frustrating that I have to refresh every dashboard to see the current statistics, I think SalesForce should automate this process or atleast allow it to be scheduled daily.

How often do Salesforce dashboards refresh?

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

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 refresh my dashboard automatically?

To enable automatic refresh for a dashboard, follow these steps:Go to Reporting > Search Dashboard to open the dashboard.Select the Support Auto Refresh check box on the right side. ... In the Refresh Interval field, select an interval from the list. ... Click Save.

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 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.

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.

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.

How do I refresh Salesforce?

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

How do I refresh a report in Salesforce?

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.

Is it possible to schedule a dynamic dashboard?

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

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.

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.