Create a dashboard by clicking on the New Dashboard icon next to the active worksheet. Drag the worksheet onto the dashboard and save the workbook. On the dashboard sheet, update the Size pane to “Automatic” so that the dashboard size will adjust to the fill the window used to display it.
Full Answer
How to deploy Salesforce using Ant?
Login to salesforce and navigate to “Your Name |Setup | Develop | Tools” and download “Force.com Migration tool”. Unzip the downloaded file to the directory of your choice. Copy the “ant-salesforce.jar” file from the unzipped file into the ant lib directory. To start with deployment using ANT, we will need “build.xml” and “build.properties” file.
What is a dashboard in Salesforce?
Dashboards are visual representations of data that allow you to see key metrics and performance at a glance. This type extends the Metadata metadata type and inherits its fullName field. For more information, see “Edit Dashboards in Accessibility Mode in Salesforce Classic” in the Salesforce online help.
Where is the ant lib directory in Salesforce?
The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. Open the sample subdirectory in the unzipped file. Enter your Salesforce production organization username and password for the sf.user and sf.password fields, respectively.
How do I view the deployment status in Salesforce?
To view the deployment status or terminate a deployment, you must log into Salesforce as a System Administrator. Once logged in navigate to Setup | Deploy | Deployment Status.
Can we deploy dashboard in Salesforce?
How can I deploy dashboard between environment. You can deploy them using eclipse or deployment connections. Create a outbound change set from source org and accept it as inbound change set in target org. Before creating change sets create a connection between both orgs in deployment connections.
How do you deploy a dashboard and a report in Salesforce?
Bulk Move Reports or Dashboards Using the Metadata APIStep 1: Retrieve. In Workbench, click info and select Metadata Types & Components to find the developer names of the reports that you want to move.Step 2: Make Changes. ... Step 3: Deploy.
How do I retrieve the dashboard in Salesforce using package XML?
To retrieve the list of dashboards for populating package. xml with explicit names, call listMetadata() and pass in DashboardFolder as the type. Note that DashboardFolder is not returned as a type in describeMetadata() . Dashboard is returned from describeMetadata() with an associated attribute of inFolder set to true.
How do you deploy reports and dashboards in Salesforce using changeset?
Reports stored in the Unfiled Public Reports folder appear in the list of reports that can be added to the change set, but they aren't deployed even if added to the change set. To deploy a private or unfiled report using a change set, first copy or move the report to a different report folder.
How do you deploy reports in Salesforce using package XML?
Open workbench:select migration | Retrieve.select the XML file prepared in step 2.select "Single Package"click the Next button then click the Retrieve button.when done, click the "Download ZIP File" link.extract the zip file and looks for the report.open the file with any text editor.
How do I deploy a report folder using package XML?
Tracking Salesforce Reports in your package. xmlMake the folder in your dev environment.Make the reports in your dev environment and save them in your folder.Pull the reports down locally using the steps above.Now rename your local folder to be “unfiled$public”Now deploy your work to the new environment.More items...•
How do I find the API name for a dashboard in Salesforce?
The workaround I use to get a dashboard's API name is this:Get the Chrome extension called Salesforce inspector.Go to your dashboard.Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.Look for DeveloperName. The value has your dashboard's API name.
How do I retrieve all metadata from Salesforce using package xml?
How To Retrieve All Metadata from Your Salesforce Org using package. xmlOption 1: Create a Sandbox. Unfortunately, Salesforce does not give you an out of box, straightforward way to retrieve the metadata. ... Option 2: Use package. xml with ANT or SFDX CLI. ... Option 3: Use a 3rd Party Extension or Tool. ... About this Guide.
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.
What are the deployment tools in Salesforce?
7 options for deploying Salesforce changes(1) Salesforce Setup (Free)(2) ANT Migration Tool (Free)(3) First Generation Packaging (Free)(4) Change Sets (Free)(5) Third-Party release management tools (Paid)(6) Salesforce DX (Free with limits)(7) DevOps Center (Developer preview)
How do I deploy an application in Salesforce?
Release Your App to ProductionIn your deployment run list, complete any pre-deployment tasks.Authorize your production org.Set up the quick deploy. ... After the tests are run, verify that all the Apex tests have passed. ... Run the quick deploy:More items...
How do I create a deployment connection in Salesforce?
1. Create Deployment ConnectionsLog in to the target organization. ... Navigate to Setup and enter Deployment Settings into the Quick Find box.Click Edit next to the source organization name. ... Select Allow Inbound Changes and click Save to authorize inbound changes from the source organization.
What version of TLS is used in Salesforce?
If you’re using Java 8 (1.8), TLS 1.2 is used. For Java version 6, TL S 1.0 is used, which is no longer supported by Salesforce. Alternatively, if you’re using Java 7, instead of upgrading your Ant Migration Tool to version 36.0 or later, you can add the following to your ANT_OPTS environment variable:
Where is the lib directory in Ant?
The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. Open the sample subdirectory in the unzipped file. Edit the build.properties file:
Does ANT use XML?
ANT uses XML instructions to perform the actions but to use it you don’t need to have prior knowledge of Java or Salesforce API’s (Metadata or any other), you just need a basic knowledge of XML and the ANT commands available. So let’s see a simple demo at work with ANT. 1.
Can Control C stop Ant from reporting?
As soon as are start a deployment, it is happening in the cloud. You cannot stop a deployment once it is started from a terminal. Control-C does nothing except stop Ant from reporting to your terminal window.
Where is the lib directory in Ant?
The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. If you plan to run the tool from a directory other than its installation directory, modify the build.xml file to indicate the location of the ant-salesforce.jar file.
Does Salesforce require authentication?
The download link doesn’t require authentication to Salesforce. If you’re logged in to Salesforce, we recommend you log out before accessing the link in your browser. Save the .zip file locally, and extract the contents to the directory of your choice. Note.
Deleting Components in a Deployment
To delete components, use the same procedure as with deploying components, but also include a delete manifest file that’s named destructiveChanges.xml and list the components to delete in this manifest. The format of this manifest is the same as package.xml except that wildcards aren’t supported.
Adding and Deleting Components in a Single Deployment
You can perform a deployment that specifies components to delete in destructiveChanges.xml and components to add or update in package.xml. The process is the same as with performing a delete-only deployment except that package.xml contains the components to add or update.
What is dashboard in Excel?
Each component can use a custom report or a custom s-control as their data source to display corporate metrics or key performance indicators. You can create several dashboard components and display them all in one dashboard aligned in up to three columns.
Why do all users see the same dashboard?
Regardless of their security settings, all users viewing a dashboard see exactly the same data, because dashboards are always run using the security settings of a particular user. Tip. To avoid inappropriate exposure of sensitive data, save the dashboard to a folder that is visible only to appropriate users.
What is Lightning Experience dashboard?
Lightning Experience features dashboards with more than three columns and components that span multiple columns and multiple rows in size. DashboardGridComponent specifies location and size of a given dashboard component.
Can a dashboard have a gradient?
A dashboard can have a gradient color change on its charts. This field defines the second color for the gradient and backgroundStartColor defines the first color. If you prefer your background to be all one color or do not want a gradient color change, select the same color for this field and backgroundStartColor.