From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Reports. Select Enable Feed Tracking, and optionally select fields to track, if you’d like to see updates in your feed when those fields change. Repeat the same steps to enable Feed Tracking for dashboards.
How do I follow reports and dashboards in Salesforce?
One of the key benefits of reports and dashboards in Salesforce is the integration with Chatter, allowing you to have collaboration in context with your data. You can follow any report or dashboard by clicking on the Follow icon in the feed. If you don’t see the option to follow a report or dashboard, you may need to enable Feed Tracking.
How do I enable feed tracking for my dashboard?
From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Reports. Select Enable Feed Tracking, and optionally select fields to track, if you’d like to see updates in your feed when those fields change. Repeat the same steps to enable Feed Tracking for dashboards.
How do I restrict access to reports and dashboards in Salesforce?
Post a dashboard snapshot to Chatter. Follow a report or dashboard. Set up a scheduled report. Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
Do you need more or less hands-on reporting in Salesforce?
Some organizations may benefit from more or less: Each organization needs to decide how much hands-on reporting they want their end users doing. In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data.
How do I open dashboards and reports in Salesforce?
Create a DashboardClick the Dashboards tab.Click New Dashboard... button.Name the dashboard as Construction and click on Create.Click the +Component button on the top of the page and select the Supplies report.Select the Vertical Bar Chart component and click Add.Click the Save button and then Done.
How do I share a report and dashboard in Salesforce?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I make the dashboard visible in Salesforce?
If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users change running user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy.
How do I add a report to a dashboard in Salesforce?
From either the Reports tab or while reading a report, click. ... Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). ... Click Add.Customize the dashboard component.Click Add.More items...
How do I grant access to reports in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I enable sharing folders in Salesforce?
In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps:From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.Select Folder Sharing.Select Enable access levels for sharing report and dashboard folders.Click Save.
How do I deploy a dashboard 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 you display dashboard in lightning component?
The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Give your app page or home tab layout a label. ... Choose a layout. ... Drag and drop the Dashboard standard component into place.More items...
How do I add a dashboard to my homepage in Salesforce?
Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.
Can we add report to dashboard?
While on a dashboard, click the "Add Report" button. At the bottom of the resulting modal, all existing reports shared with you will be listed. You can filter this list via the controls on the right. Once you've found the right report, simply click it to add a copy to your dashboard.
How do I specify dashboard settings in 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.
What is report and dashboard in Salesforce?
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirement into Visual representations like Graphs, Pie Charts, Tables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
What is a report in Salesforce?
Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you’d see in a spreadsheet.
What is dashboard in reporting?
Dashboards are visual representations of your reports. Multiple reports can be represented on a single dashboard, using multiple dashboard components.
Why add filters to a report?
Adding filters and a chart to your report can help you visualize your records and reveal key insights. In this example, you can see that we had a great August, and September looks even better, but we need some new leads for October.
How to know if you are using Salesforce Lightning?
You’ll know you’re using the Lightning Experience if you see the “Salesforce” logo at the top of the page where you start this task . If you see a seasonal graphic, you’re in Salesforce Classic.
Where are the actions for list views?
Actions you can take for list views are available in the List View Controls menu, accessed by clicking .
Can you change the data display in a list view chart?
For any list view chart, you can change the data display to another type, if desired. When you create a list view chart for an object, such as Opportunities or Leads, the chart is associated with the object. The chart is available for any list view that you have permission to see for that object, except the Recently Viewed list.
Can you create a custom list view in Salesforce?
Some list views are standard, meaning they’re created by Salesforce and are available to all users. Your admin can also create custom list views for your use. And depending on your permissions, you can create a custom list view or edit an existing list view. Let’s practice adding a list view chart.
What is dynamic dashboard?
Dynamic Dashboards are also a great feature for managers that require someone to create and then special Permission to use. They allow us to change the Running User on certain Dashboards. For example: a VP of Sales can run the same Dashboard as each one of her sales reps.
What happens if you haven't reviewed your profile permissions?
If you haven’t reviewed Profile permissions in a while, your end users may be missing out on some great analytics features! We can remedy this by identifying groups in our organization that might need specific Reports and Dashboards capabilities. Then we can determine which specific permissions might be appropriate, and finally, decide whether you will update existing Profiles or create Permission Sets to grant these permissions.
Do managers consume more information in dashboards?
Managers often consume more information in Reports and Dashboards than users, but it’s still best to give them the ability to create so that we can drive adoption vertically in the company. For example, we might want to give managers the ability to update Report and Dashboard Subscriptions for other users.
Is the System Administrator Profile always up to date?
As the System Administrator Profile is always kept up to date with Report and Dashboard permissions there isn’t anything more to do but monitor release notes to understand what is available.
Can Salesforce users export reports?
In Salesforce, a standard profile can create and customize reports, run reports, subscribe to reports and export reports. As a best practice, do not allow end users the ability to export report data. Instead give this capability out more sparingly; such as only to managers or super users. Beyond these, you might also want to grant end users the following permissions:
Can you edit a standard profile?
Since Standard Profiles are not editable, if you are using one such as Standard User, then you’ll need to clone it to be able to edit it. Profiles are managed under Setup / Users / Profiles. Simply look under System Permissions on a particular Profile to see what Report and Dashboard permissions are checked, and adjust if needed.
What is feed tracking in Salesforce?
One of the most powerful benefits of feed tracking is the visibility you get when you're on the go and using the Salesforce mobile app. Your mobile view of feed tracking makes it easy to see what's changing anytime, anywhere. You can track fields on the user, group, and topics objects, custom and external objects, ...
How does Salesforce feed tracking work?
Feed tracking in Salesforce highlights changes to records by automatically announcing them in the record’s feed.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
What happens when someone changes a tracked field?
When someone changes a tracked field, people who are following the object receive updates in their What I Follow feed.
What is sharing rules and field-level security?
Sharing rules and field-level security determine visibility of record changes in Chatter feeds. Users must have access permission to a record to see changes to that record in their feed.
Can you customize feed tracking?
Many objects and fields are tracked by default, but you can further customize feed tracking to include or exclude specific objects and fields.
Can you change which fields you want to track?
You can still change which fields you want to track. Here are fields that are tracked by default when you enable feed tracking for: Sharing rules and field-level security determine visibility of record changes in Chatter feeds. Users must have access permission to a record to see changes to that record in their feed.
How to follow a report in Salesforce?
You can follow any report or dashboard by clicking on the Follow icon in the feed.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
How many conditions are evaluated in a report?
Your conditions are evaluated when the report is run, and notifications are sent if all conditions are met (up to five conditions per report).
