Follow these steps: Click on the gear icon at the top of the page and launch Setup. Search for Company Information in the Quick Find box, then select Company Information. Click on the Currency Setup button.
Full Answer
How to create dynamic dashboard in Salesforce?
Creating dynamic dashboards in salesforce. Go todashboards Tab=> Go to Dashboards list. Now the Salesforce Dashboard and go toActions=>Edit. Click onview dashboards asfields option which is at right. Select Run as logged-in userand check let authorized users change running user.
How to change running user in Salesforce dashboard?
Go todashboards Tab=> Go to Dashboards list. Now the Salesforce Dashboard and go toActions=>Edit. Click onview dashboards asfields option which is at right. Select Run as logged-in userand check let authorized users change running user.
How to change a standard dashboard to a dynamic dashboard?
In fact, by performing the following actions you can also easily change a standard dashboard to a dynamic dashboard. 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.
What metrics can I display on a single dynamic dashboard?
A single dynamic dashboard can display a standard set of metrics across all levels of your organization. Managers with the “View My Team's Dashboards” or “View All Data” permission can set an option to preview the dashboard from the point of view of users under them in the role hierarchy.
How do I change currency in Salesforce dashboard?
Click the Settings icon. Click the Manage Realm Tab. Click the Default currency dropdown and select your currency. Click Save.
How do I change the dynamic dashboard 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.
How do I set up currency in Salesforce?
Activate CurrenciesFrom Setup, enter Company Information and click Company Information.Click the Currency Setup button. ... In Active Currencies, click New.Select a Currency Type. ... Enter the conversion rate relative to your corporate currency. ... Specify the number of decimal places to display for amounts in this currency.More items...
How do I enable dynamic dashboards in Salesforce?
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.
What is dynamic dashboard in 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 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.
How do I manage currency in Salesforce?
Required Editions and User Permissions To designate your corporate currency, from Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies, and then click Change Corporate. To activate more currencies for your organization, click New in the Active Currencies related list.
How do I add a currency field in Salesforce?
0:192:17[SALESFORCE] - How to Create a Currency Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd go to setup. From here we're going to go to object manager. And then you're going to want toMoreAnd go to setup. From here we're going to go to object manager. And then you're going to want to pick the object. Right now we're going to go to account. And just created on the account.
How do I change the currency quote in Salesforce?
You can't change the currency of a quote that's related to an opportunity. Price books are required for all opportunities and quotes. When you create a quote from an opportunity, it inherits the opportunity's price book.
Is it possible to schedule a dynamic dashboard?
Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
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.
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: