Slaesforce FAQ

how to delete dashboards in salesforce

by Myah Becker Published 3 years ago Updated 2 years ago
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Salesforce displays the new dashboard. Occasionally you’ll find that you no longer need a Dashboard; you can delete it. Click the arrow button next to the dashboard you want to delete. Select Delete. Click OK to confirm the deletion. Salesforce deletes the dashboard.

To delete a dashboard in Salesforce Classic:
  1. Click the Dashboards tab.
  2. Click Go To Dashboards List.
  3. Choose the folder where the dashboard is stored.
  4. Click Del next to the name of the dashboard.

Full Answer

How do I mass delete dashboards in Salesforce?

Mass Delete Report tool fails to delete report with no error...Navigate to Setup and type Mass Delete Records into the Quick Find box.After clicking Mass Delete Records, select Mass Delete Reports.Enter the filter criteria and click Search.Select the Report to be deleted.Click Delete.

How do I delete a report and dashboard in Salesforce?

To delete the folder, uninstall the managed package or contact the package provider for help.On the Reports or Dashboards page, find the report or dashboard you want to delete and select the Delete row level action. ( If necessary, scroll to the right to see .) ... Click Delete to confirm.

How do I delete my dashboard?

How to delete a dashboard?Simply go to the Dashboard Manager section of your account.Open the Dashboard Options menu, or right-click on the dashboard you want to delete.Choose "Delete".Confirm the deletion.And that's it!

What happens when you delete a dashboard in Salesforce?

Manage Dashboards in Public Folders. Deleting a dashboard also deletes the components within it. It doesn't delete the custom reports used by the components. Deleted dashboards are moved to the Recycle Bin.

Where are unused dashboards in Salesforce?

To locate inactive Reports and Dashboards:Determine when reports were last used: Create a report on a report's "Last Run" field.Determine when dashboards were last used: The dashboard's "refresh" date indicates the last time a dashboard was used; however, "refresh" is not reportable.

How do I remove a report from my dashboard?

Navigate to Performance Analytics > Dashboard Administration. Click the dashboard that you want to delete to open it. Click Delete.

How do I delete my dashboard in epic?

Deleting DashboardsOpen the Dashboard editor by clicking Edit button.Click the 3 dots in the upper right corner.Click Delete.

How do I delete dashboard in Domo?

Once in the admin section, choose Pages from the left menu, find the page you want, check the box next to it and then from the Edit button in the top right you can choose to delete it. Hope this helps!

How do I delete a dashboard in Confluence?

Confluence: How to delete a pageSelect the page and navigate to “Delete” in the options menu under the three dots on the right side.Read the pop-up and take note of the warning. ... Now, the page will be moved to the recycle bin.Child pages will be moved to the next parent Confluence page.

How do you delete a report in Salesforce lightning?

Delete a report in one of two ways: Option. Description. To delete from the Reports tab. ... Click OK. Deleted reports are moved to the Recycle Bin. You can't delete reports in others' personal folders.

How do I retrieve a deleted report in Salesforce?

Firstly you have to click the Home tab, On the left side, there is Recycle Bin Click the Recycle Bin and select deleted Report, and click Undelete button. Note: If your deleted record has more than 15 days than you can't restore that. Check the Screen Short. Hope it Helps you.

How do I delete a report from Recycle Bin in Salesforce?

Select the items you want to restore or permanently delete, and click Restore (2) or Delete (3). To permanently delete all items in the org recycle bin, click Empty Org Recycle Bin (4). A window displays confirming that you want to empty the Recycle Bin.

How to delete dashboards?

Delete a Dashboard: Delete a dashboard by sending a DELETE request to the Dashboard Results resource. Deleted dashboards are moved to the Recycle Bin.

Do reports go into the recycle bin?

Reports that you delete go into the recycle bin. They aren’t permanently deleted until you clear your recycle bin.

Clone a Dashboard

It can often be faster to create a dashboard by cloning an existing one and then modifying it.

Delete a Dashboard

Occasionally you’ll find that you no longer need a Dashboard; you can delete it.

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