Slaesforce FAQ

how to get dashboard api name in salesforce

by Bessie Miller Published 2 years ago Updated 2 years ago
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Write object in quick find box. Click on objects under Create label. List of objects will be shown, click on any object will take you to its detail page where you can easily see API Name of that object.

The workaround I use to get a dashboard's API name is this:
  1. Get the Chrome extension called Salesforce inspector.
  2. Go to your dashboard.
  3. Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.
  4. Look for DeveloperName. The value has your dashboard's API name.

Full Answer

How to find object API name in Salesforce?

How to find object API name in Salesforce? Write object in quick find box. Click on objects under Create label. List of objects will be shown, click on any object will take you to its detail page where you can easily see API Name of that object. Hope this helps. Also, you can find object API Name from developer console.

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.

What is the dashboardgridcomponent field for?

Lists the included DashboardGridComponent objects, specifies the number of dashboard columns, and sets each dashboard row’s height in pixels. This field is available in API version 35.0 and later.

What are the dashboard components available in API?

Dashboard components are available in API version 14.0 and later. Required. 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.

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How do I find my Einstein dashboard API name?

Here 2 options can be used to get dashboard API name:Use Link Widget. Create a new dashboard, add link widget and select link to Saved dashboard, and select the dashboard you would like to check.Workbench.

How do I retrieve the dashboard in Salesforce 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 I change the dashboard name in Salesforce?

On the Reports or Dashboards page, find the report or dashboard you want to rename and select the Rename row level action. Alternatively, navigate to the report or dashboard folder, click. next to the New Folder button, and select Rename.Enter the new name.Click Save.

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 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 find the metadata of a report in Salesforce?

The answer is to check the metadata of that report, unfortunately, Salesforce does not offer to get this without using tools, such as VS Code or other IDE. But, we can use Workbench to retrieve it....xml file, and retrieve the metadata using Workbench.Get the "fullName" ... Prepare XML file. ... Retrieve Package.

How do I find my unique dashboard name 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 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 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.

Where are dashboard stored in Salesforce?

Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards .

How do I view someone else's dashboard in Salesforce?

With the View My Team's Dashboards user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the View All Data user permission, the reader can view the dashboard as anyone. Click Save. Then, from the Dashboard Builder, click Save again.

What is a Salesforce dashboard component?

Dashboard components include different types of charts, tables, metrics, and gauges. You can customize the grouping, summary, and display of data for each of them. The Salesforce Dashboard Builder is an intuitive interface that allows you to generate dashboards from standard or custom reports created in Salesforce.

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.

Sunday, August 5, 2018

As usual Salesforce stuff, we have label and name (read API name) for an object, field, dashboard, and etc. But, is there such things in the Einstein Analytics for the dashboard? Yes, there is, although you do not always need to know the API name, however, in some scenario, you need to know.

Einstein Analytics: Dashboard API Name

As usual Salesforce stuff, we have label and name (read API name) for an object, field, dashboard, and etc. But, is there such things in the Einstein Analytics for the dashboard? Yes, there is, although you do not always need to know the API name, however, in some scenario, you need to know.

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