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.
- 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 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.
How do I rename a report in Salesforce?
Edit a report.Open the properties menu. In Lightning Experience, next to the Save button, click. | Properties. In Salesforce Classic, click Report Properties.Under Report Name, enter a new name for the report.Click Save.
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.
How do I change the components of a dashboard in Salesforce Classic?
Edit a DashboardTo customize a dashboard, navigate to the Dashboard tab and select Edit.Drag the component type you want from the Components tab onto your dashboard.Drag a report from the Data Sources tab onto the component you just dropped on the dashboard. To edit an existing component, click the pencil. .
How do I change a report name?
Rename a page in a reportOpen the report in Editing View.Locate the report page tabs at the bottom of the Power BI window.Open the report page that you'd like to rename by selecting the tab.Double-click the name on the tab to highlight it.Type a new report page name and select ENTER.
How do I rename a folder in Salesforce?
Rename Actions and Feed Filters in Case FeedFrom Setup, enter Rename Tabs and Labels in the Quick Find box, then select Rename Tabs and Labels.Click Edit next to Cases in the list of standard tabs.Click Next.Find the label you want to change in the Other Labels list.More items...
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 you create a custom dashboard in Salesforce?
0:234:58How to Build a Dashboard in Lightning Experience | SalesforceYouTubeStart of suggested clipEnd of suggested clipGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And saveMoreGet started from the dashboards tab. Click new dashboard name and describe the dashboard. And save it to a folder for organizing and sharing.
How do I edit dashboard reports in Salesforce?
To customize a dashboard, view it and click Edit. 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.
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.