Salesforce displays the new dashboard. Occasionally you’ll find that you no longer need a Dashboard; you can delete it. Click the arrow button next to the dashboard you want to delete. Select Delete. Click OK to confirm the deletion. Salesforce deletes the dashboard.
- Click the Dashboards tab.
- Click Go To Dashboards List.
- Choose the folder where the dashboard is stored.
- Click Del next to the name of the dashboard.
What happens when you delete a dashboard in Salesforce?
Manage Dashboards in Public Folders. Deleting a dashboard also deletes the components within it. It doesn't delete the custom reports used by the components. Deleted dashboards are moved to the Recycle Bin.
How do I delete a dynamic dashboard in Salesforce?
To remove it completely and free up a dynamic dashboard, empty your recycle bin. Best practice is to change the dashboard to a static dashboard before you delete it. *Because there will only ever be a small number of dynamic dashboards, we can check the last refresh date manually by visiting the dashboard.
How do I remove a component from a dashboard in Salesforce?
Delete Dashboard ComponentsTo delete a component, open a dashboard that contains the component you want to delete.Click Edit ( ).Select the component you want to delete.Click More ( ), and then select Delete.
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 in Salesforce?
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.
Where are unused dashboards in Salesforce?
Salesforce.com – Find Old or Inactive Reports and Dashboards in SalesforceClick on the Reports Tab and then click the New Report.Choose the report type you just created by navigating the folder it was stored in from the drop-down list. ... Click the Create.Add the following criteria to the report:More items...•
How many types of dashboards are there in Salesforce?
There are four types of dashboard components in Salesforce.
What is a dashboard made of Salesforce?
Dashboards in Salesforce are a graphical representation of Reports. It shows data from source reports as visual components. These components provide a snapshot of key metrics and performance indicators of the organization at a glimpse.
How do I add a report to my 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...
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 edit someone else's dashboard in Salesforce?
0:592:30How to Assign Edit Dashboards Permission to a User - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhen you click on it salesforce finds where that permission is in that profile. And you can see ifMoreWhen you click on it salesforce finds where that permission is in that profile. And you can see if it's checked or not and you could click edit.
How do I change the owner of a dashboard in Salesforce?
To change the running user of the dashboard you can click edit next to the dashboard search box, and once in the edit screen, you can change the running user in the upper right below the header.
Clone a Dashboard
It can often be faster to create a dashboard by cloning an existing one and then modifying it.
Delete a Dashboard
Occasionally you’ll find that you no longer need a Dashboard; you can delete it.
