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.
Full Answer
How to change dashboard running user in Salesforce programatically?
How to change dashboard running user in salesforce programatically 1 In case you need to display your filter and dashboard on the same page - You may need to customize your chart as well... 2 If your requirement is like you will select a user from the picklist and onClick of a button, it will direct to a... More ...
How to provide individualized views of a dashboard in Salesforce classic?
Provide Individualized Views of a Dashboard in Salesforce Classic... Schedule and Run a Reporting Snapshot Add a Dashboard Component in Salesforce Classic Set Axis Range for Dashboard Charts
What are the components of a Salesforce dashboard?
A Salesforce Dashboards has three ingredients: Firstly, Source Reports: there are reports that feed the data into the visual components. Each component is fed by a single source report. The fields available for filtering your dashboards are the same fields available in your reports that feed those components.
How do I movemove Salesforce objects between local connections?
Move Salesforce Objects Between Local Connections augment Transformation Add and Remove Local Salesforce Objects and Fields from Data Sync Set Up Permissions for the Sales Analytics Create Another Salesforce Local Data Connection Google BigQuery Standard SQL Connection Add and Remove Remote Objects and Fields from Data Sync
What is a Salesforce Dashboard?
A Salesforce dashboard is an abstraction over reports. To clarify, it needs at least a report to pull its data from. Salesforce dashboard can be also based on multiple reports too. In addition, Salesforce provides granular control over who has access to viewing specific dashboards and reports. Then, sharing is accomplished through folders.
How to create a Salesforce dashboard
So you have your plan, you know your audience, the data they need to see, and roughly how you want your dashboard to look. Now it’s time to put it all together.
Salesforce Dashboard Unique Tips
As with all things Salesforce, there are tips, tricks as well as features to take it to the next level. Here’s a quick collection of some.
The best Salesforce Dashboard list
The primary purpose of this dashboard is to motivate your sales employees by adding a competitive spirit to their day to day work. The dashboards display the current top salesman by revenue. Above all, the main focus of this dashboard is sales performance and in helping, sales managers keep close control over their teams.
Conclusion
Dashboards are incredibly flexible and powerful. They can also be incredibly time consuming and at times a bit difficult to understand exactly how to get the right source reports to provide the data you want to display. I recommend that you go into your dashboard projects with your eyes wide open.
What is dashboard in Salesforce?
Dashboards in salesforce help facilitate you with a quick snapshot of all stats in one analytical view. Dashboards and reports are essentially the analytical highlights of Salesforce.
What is dashboard in business?
A dashboard is a pictorial representation of data, generated by reports, and visual force pages. It helps the user identify trends, and analyze the impact of activities on business to expedite well-informed decisions. The visual representation of data is quick and easy to understand the changing business conditions.
Can tabular reports be displayed in dashboard?
The dashboard setting option is available next to the report setting for tabular reports limited by row. Tabular reports can’t be displayed in Dashboards by default, but it can when delimited by rows.
Can you display summary and matrix reports in dashboard?
Summary and Matrix reports can be displayed in Dashboards at ease with different components available. Though Tabular reports can only be displayed with row limit and in tabular format. Also for joined reports, only the chart format in the source report can be displayed at the dashboard.
2. Utilize Einstein Search
Einstein Search has three powerful features that help salespeople be more efficient.
5. Update Opportunities using the Kanban View
Robust pipeline visibility relies upon salespeople keeping opportunities up to date.
6. Make it easier to add products to opportunities
It was never easy to find Products to add to Opportunities in Classic.
8. View report details more easily
A key benefit of Salesforce is reports and dashboards that deliver pipeline visibility.
10. Decide whether Notes are right for your business
Recording notes on calls, meetings and discussions on opportunities is essential.
14. Put frequent functions on the Lightning Utility Bar
The Utility Bar is the strip that runs along the bottom of any Salesforce Lightning page.
Tips for Salesforce Lightning
You can see many of these tips demonstrated in our video below. Of course, if you need help, then use our Contact Us page to get in touch.