Click the Dashboard Properties button. Edit the dashboard title and/or folder. Make the desired changes to your dashboard.
Full Answer
How do I edit the title of my dashboard?
Click the Dashboard Properties button. Edit the dashboard title and/or folder. Make the desired changes to your dashboard. Click OK to close the Dashboard Properties dialog box. You’ll want to be able to return to your dashboard. It’s simple to save your project for later.
How do I create a Salesforce dashboard?
To create a Salesforce Dashboard navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit: To add a component to the dashboard, press + Component. Choose a source report for the component, then press Select. You can choose a Chart Report and customise how the component displays data, then press Add.
How to provide individualized views of a dashboard in Salesforce classic?
Provide Individualized Views of a Dashboard in Salesforce Classic... Add a Dashboard Component in Salesforce Classic Link a Dashboard Component to a Website or Salesforce Record Filter a Dashboard Formatting Settings for Dashboard Bar Chart Components
How to customize reports in Salesforce classic?
Customizing Reports in Salesforce Classic Present Data Effectively with Charts Campaign Reports Add a Bucket Column Build a Report in Lightning Experience Edit a Bucket Column Delete a Cross Filter Administrative Reports Chart Formatting Options Add a Chart to a Report Select Report Types with the Enhanced Report Type Selector (Beta)
How do I edit my dashboard description in Salesforce?
From the Dashboard Edit page, you can:See the running user for the dashboard in the Displaying data as field.Click Dashboard Properties to change the title, folder, running user, and more.Click Done to view the dashboard. ... Click the Delete button to delete the entire dashboard.Click Add Component in any column.More items...
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.
Why can't I edit a dashboard in Salesforce?
Users with the Manage Dashboards permission can not edit Dashboards which they did not create. This is expected behavior. In order for Users to Edit Dashboards they did not create, they need to have the "View All Data" permission on their Profile.
How do I change the dashboard settings in a Salesforce report?
I am following these instructions:Click Add | Row Limit.Set the Row Limit to 10 , 25 , or Custom . If you choose custom enter a number between one and 99.Set the Sort By and sort order options. ... Click OK.Click Dashboard Settings in the toolbar.Choose a Name and Value to use in dashboard tables and charts. ... Click OK.
How do I edit my existing dashboard?
Change a Dashboard's PropertiesClick the Dashboard Properties button.Edit the dashboard title and/or folder. Make the desired changes to your dashboard.Click OK to close the Dashboard Properties dialog box.
How do I customize my dashboard in Salesforce lightning?
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.
Can I edit someone else's dashboard in Salesforce?
Currently you cannot edit a dashboard if it was created by somebody else, even if you have Manage/Edit Dashboards permissions.
How do I give permission to dashboard in Salesforce?
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.
Where are the dashboard settings in Salesforce?
Click Dashboard Settings in the toolbar. Choose a Name and Value to use in dashboard tables and charts. Tables show both name and value.
What is a Salesforce dynamic dashboard?
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.
How do I view my dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. Click View dashboard as drop-down button next to the View dashboard as field. Select Run as logged-in user.
How to change where a component appears in Salesforce?
Move a Component. You can easily change where a component appears using Salesforce. Click and drag the component to the desired location on the page. The component moves to the designated position.
What happens when you exit editing mode in Salesforce?
Salesforce exits editing mode and displays the changes you’ve made to the dashboard.
Can you save a project to your dashboard?
You’ll want to be able to return to your dashboard. It’s simple to save your project for later. If you're doing a lot of editing, you should save your changes periodically.
Can you resize columns in Salesforce?
Resizing columns is just as easy as manipulating other components of Salesforce.
Why do you need a dashboard in Salesforce?
The point of setting up Salesforce dashboards a certain way is to deliver information to your users in the ways that work best for them. This makes reporting easier, and much more user-friendly.
Can you keep adding components to dashboard?
You can keep on adding components to the dashboard and they will display as per the below screenshot.
