Admin Lightning Experience Reports Marketing Reports Adoption Reports Create a new dashboard folder called Global Sales Dashboards: Click the Dashboards tab. Click New Folder and enter the details.
Full Answer
How do I Make my Salesforce dashboard public?
How do I make my Salesforce dashboard public? When you save a report or dashboard, it goes by default into your private reports or dashboards folder. To save to a public public/custom folder, select the folder in the Save dialog box. Click to see full answer. Then, how do I share a Salesforce dashboard?
How do I create a report or dashboard folder in Lightning?
There are in System Permissions, then seek for Permission Name: "Create Dashboard Folders" Show activity on this post. Lightning Experience Note: In order to create Report or Dashboard folders in Lightning, Enhanced Folder Sharing for Reports and Dashboards must be enabled in Classic by your administrator.
How to use report fields in Salesforce classic and lightning experience?
Report Fields in Salesforce Classic Keep Working While Your Report Preview Loads Create a Report or Dashboard Folder in Lightning Experience Quick Search for Folders Add a Folder as a Favorite Customize Report and Dashboard Lists in Lightning Experience Global Search for Folders Export and Connect Reports to Other Tools Build a Report Dashboards
How to group your report data in Salesforce classic?
Group Your Report Data in Salesforce Classic Example: Use WITH in Cross Filters Report on Relationship Groups Share a Report or Dashboard Folder in Lightning Experience Rename a Report or Dashboard Folder in Lightning Experience
How do I create a public dashboard 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 create a dashboard folder in Salesforce lightning?
You can create report and dashboard folders in Lightning Experience....On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
How do I create a public report folder in Salesforce?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. ... Choose a folder visibility option.Click Save.
How do I create a dashboard folder in Salesforce Classic?
Click Go To Dashboard List. Click New Dashboard. To modify an existing dashboard, click its name from the list. Customize your dashboard and click Save.
How do I create a dashboard folder?
You can create report and dashboard folders in Lightning Experience....On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
How do I create a new folder in Salesforce?
Creating a New Salesforce FolderOpen the Salesforce Site.com Studio.Click on the Overview tab.Hit the All Site Content view under the Type Site list.Click on Create New Folder.Enter the new folder's name.Hit Create.
How do I give someone access to my Salesforce dashboard?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
How do I make a folder viewable by all internal users in Salesforce?
Search for All Internal Users and it should eventually display (might take a second). Select that group and set the Access to view. Now, all internal users have view access to that folder.
Where are dashboard stored in Salesforce?
The dashboard is stored in someone Private folder.
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 change the dashboard in Salesforce lightning?
Edit a DashboardTo customize a dashboard, navigate to the Dashboard tab and select Edit.Drag the component type you want from the Components tab onto your dashboard.Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. To edit an existing component, click the pencil. .
How do I upload a folder to Salesforce?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
Introduction
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
Benefits of Reports and Dashboards
You and your sales and marketing managers benefit from reports and dashboards in these ways:
Your Stakeholders' Reporting Needs
In this project, you'll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let's see the reports and dashboards you'll build for each of your stakeholders to track key business information.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.
Create Report and Dashboard Folders
You've received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
