- 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.
- 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.
How to clone a dashboard in Salesforce?
1 Open the dashboard you want to clone. 2 Click Clone. Salesforce creates a copy of the dashboard. 3 Click Save. 4 Enter a descriptive name for the new dashboard. 5 Click Save or Save & Run.
What is Salesforce dashboard?
Salesforce dashboard is one of the biggest unique selling point of the product. Apart from the default dashboards that come with the service, Salesforce developers have also provided several add on th Salesforce 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 create a dashboard from an existing dashboard?
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.
How do I copy a dashboard component in Salesforce?
Copy and Paste Widgets Across DashboardsTo copy and paste one or more widgets, first select them. To select multiple widgets, use Ctrl or Cmd.To copy widgets, use Ctrl+c, Cmd+c, or click the copy icon ( ).Paste widgets in the same dashboard or a different one. To paste, use Ctrl+v, Cmd+v, or click the paste icon ( ).
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.
How do I move a dashboard from one directory to another in Salesforce?
Click the dashboard you want to move. Click Edit....Select the target folder or subfolder.Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.To locate a subfolder, continue to navigate to the right.To create a folder for the dashboard, click New Folder.More items...
How do I share a Salesforce dashboard with another user?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I clone a dashboard in Salesforce lightning?
To Clone a Dashboard:Navigate to an existing Dashboard.Click Clone (button)Click Save As.Give the new Dashboard a new Name.Edit your Components as needed.
How do I copy a dashboard to another folder?
To duplicate all dashboards in a folder, just select the folder. The folder's dashboards will be duplicated to the root of the Navigation pane. The new dashboards appear in the Navigation pane highlighted in yellow, which fades out after a few seconds. Click once again to hide the checkboxes.
How do I save a dashboard in public folder in Salesforce?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
How do I archive a dashboard in Salesforce?
On the Dashboard Properties popup, update the dashboard Title to include “YYMM –“ at the beginning of the name. Choose the zz-Archived Dashboards folder. Click OK.
How do I pin a dashboard in Salesforce?
Keep Favorite Report Folders in ViewIn the list of report and dashboard folders, hover over any folder, then click .Select Pin to top. Your folder moves to the top of the folders list.
How do I add someone to a dashboard folder in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I assign a dashboard to a user in Salesforce lightning?
Add Dashboards to the Lightning Experience Home PageFrom Setup, enter "App Builder" in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Click Next.Give your app page or home tab layout a label, then click Next.Choose a page template, then click Finish.More items...
How do I move a report from one folder to another in Salesforce?
Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane.On the Reports tab list view, click and hold an item.Drag the item to its destination folder in the Folders pane.