Click Lead Tab. Now view Click hyperlink called create new view. Now a form is shown.
Full Answer
How to create a custom view in Salesforce?
Click Lead Tab. Now view Click hyperlink called create new view. Now a form is shown. Step1. Enter view name , view name unique . Step 2. Now specify filter criteria that you want to view . Select Filter by additional fields. Step3. Now select display options that you want to view . Step 4. Restrict Visibility.
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 create a dynamic set of fields for agents?
In order to create a more dynamic set of fields for your agents. Create 2 new objects (I call them Dynamic Value and Dynamic Label) create a master-detail relationship between the 2 and a master detail with the other object you would like to have the agents create their own fields for. In this case we will use Account.
What is the difference between Salesforce classic and lightning experience dashboards?
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.
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.
What does dynamic_label__c hold?
Dynamic_Label__c holds what the field label would be with just the name as the attribute for the object:
Can an agent create their own attributes?
There are times when an agent may want to create their own attributes for a client. They may want more flexibility to create their own fields and associate those fields with the client. As an admin or business analysis you could tell the agent to put the attributes in a text field and be down with it. Put it in a note or description field and whenever they want to view that information they know to go to that field that they dumped everything into.
Do all sales agents work the same?
Not all sales agents work the same way. Not all of them build relationships with clients in a structured way that aligns with each other. However, being able to understand how they work can provide a way to create a structured measure of success.
Can you create dynamic fields reportable fields?
Instead of reactively identifying those attributes and sifting through a bunch of notes you could have proactively created a dynamic set of fields reportable fields. With that knowledge you could also have a conversation with the whole team to identify which fields are missing on the records that help them succeed.
