Creating Dashboards 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 to create a dynamic dashboard in Salesforce?
To create a dynamic dashboard, there are two steps - controlling access to the dashboard and controlling access to the data. In Salesforce Classic, dashboards can be scheduled to automatically refresh its data.
How do I customize the theme of my Salesforce Lightning dashboard?
This is exclusive to the Salesforce Lightning experience. You may set the theme for the entire dashboard (done in properties) or for individual components (done in component edit). Wildflowers is the default color palette, but if you need an accessible color palette, choose Mineral. Press Save when finished with your customizations.
How do I schedule a dynamic dashboard in lightning experience?
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. Enter a name for the new Dashboard folder:
How does a dynamic dashboard work?
A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.
How do I create a dynamic dashboard?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
Can we create dynamic dashboards in lightning experience?
Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren't available in other editions. In some cases, additional dynamic dashboards are available for purchase.
How do I use a dynamic dashboard in Salesforce?
1:302:34How to use Dynamic Dashboards - YouTubeYouTubeStart of suggested clipEnd of suggested clipAs it is as simple as that click save click save all right we have to move the folder. So let's goMoreAs it is as simple as that click save click save all right we have to move the folder. So let's go ahead and save as. And put it in a public folder. All folders new folder have it be public.
How do I create a dashboard in Salesforce lightning?
0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.
Can we create dynamic dashboards in Salesforce?
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.
What is Salesforce dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
What is the difference between dashboard and dynamic dashboard in Salesforce?
Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.
What is difference between static and dynamic dashboards?
A Static Dashboard is the default in Salesforce. Dynamic Dashboards can be customized to each viewers needs regardless of what they have permission to see in Salesforce.
How do I schedule a dashboard to refresh in Salesforce lightning?
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.
How do I find the dynamic dashboard in Salesforce?
Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose "SOQL Query" on Jump to.Choose "Dashboard" for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.
How many dynamic dashboards are there in Salesforce?
The number of dynamic dashboards you can configure depends on your Salesforce edition; you can have up to five dynamic dashboards for the Enterprise Edition, up to 10 dynamic dashboards for the Unlimited and Performance Editions, and three for the Developer Edition.
What is static and dynamic dashboard Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
What is dashboard in Salesforce?
Dashboards are a great way to represent data visually within an organization. They can show how you have performed in the past and what’s happening at the moment - two keys to any business that wants to be successful. Normally, dashboards in Salesforce are run based on one user for the entire organization. Meaning the dashboard looks the same ...
What is dynamic dashboard?
Dynamic dashboards allow each user to see the data they have access to according to the security settings that are in place. Without read access to a record, that record will not be accounted for in the dashboard. This allows you to control data visibility without having to create separate dashboards.
How to control access to dashboard?
To control access to the dashboard: In the Dashboards Tab, click on the New Folder button to create a New Dashboard Folder: Enter a name for the new Dashboard folder: Inside the newly created Dashboard folder, click on the Share button in the dropdown menu to display more options:
Can you schedule dashboard refresh in Salesforce?
In Salesforce Classic, dashboards can be scheduled to automatically refresh its data. 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.
How do administrators control dashboards?
Administrators control access to dashboards by storing them in folders with certain visibility settings. Dashboard folders can be public, hidden, or restricted to groups, roles, or territories. If you have access to a folder, you can view its dashboards.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two!
How many sales reps are on an opportunity team?
Let's say that your opportunity team consists of one vice president, four sales managers, and 40 sales reps— 10 reps per manager. You've been asked to create dashboards that display the following metrics, restricted by role and hierarchy:
How to create a dashboard builder?
Meet the dashboard builder, your way to visualize your data for easy consumption at-a-glance. Launch the dashboard builder from the Dashboards tab by clicking New Dashboard. Enter a name for your dashboard and click Create. Insert a component onto your dashboard by clicking + Component, or add a filter by clicking + Filter [1]. ...
How many dashboards does Maria have?
In this scenario, Maria typically would have to create 45 different dashboards—one for every single person.
How to insert a component in a donut chart?
To insert a component, click + Component. From Select Report, choose the Leads report you created earlier, Leads by Lead Source, and click Select. From Add Component, select the donut chart. Confirm that your component is titled Leads by Lead Source. Optionally give your component a subtitle and footer.
Can you save dynamic dashboards?
You can’t save dynamic dashboards in private folders. You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually. Optionally, select Let dashboard viewers choose whom they view the dashboard as to let a reader with appropriate user permissions choose who they view the dashboard as.
Can you add a chart to a report?
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.
Can you use a dashboard for multiple users?
This means a single powerful dashboard can be used for multiple users in your company, because the logged-in user viewing the dashboard sees the data they should see, based on their security and sharing settings. Let's look at an example over at Ursa Major Solar.
