Slaesforce FAQ

how to reove dashboard from salesforce

by Yazmin Durgan Published 2 years ago Updated 2 years ago
image

Yes this is possible. Go to Setup -- Customize -- home -- home page layouts, you either edit an existing home page layout to remove the dashboard or clone an existing page and edit to remove the dashboard from the layout, then assign it to the respective user profile.

To delete a dashboard in Salesforce Classic:
  1. Click the Dashboards tab.
  2. Click Go To Dashboards List.
  3. Choose the folder where the dashboard is stored.
  4. Click Del next to the name of the dashboard.

Full Answer

How do I view Dashboard data in Salesforce?

1.On the Dashboards tab, select a dashboard using the View Dashboard field. Scheduling or emailing a filtered dashboard returns unfiltered data. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.

How do I delete a scheduled dashboard refresh in Salesforce?

Users with “Modify all Data” permission can click Del next to a specific scheduled dashboard refresh to permanently delete all instances of the scheduled refresh. You can also set up Salesforce to send an email with an HTML version of the dashboard when the refresh completes.

How do I refresh the data in my dashboard?

Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard. Was this information helpful? Let us know so we can improve!

How do I view all scheduled dashboards for my organization?

Note:- Users with the “View Setup and Configuration” permission can view all the dashboards scheduled to refresh for your organization on the All Scheduled Jobs page. To view the All Scheduled Jobs page, click Your Name | Setup | Monitoring | Scheduled Jobs.

image

How do I remove the dashboard from the home page in Salesforce?

Go to Setup -- Customize -- home -- home page layouts, you either edit an existing home page layout to remove the dashboard or clone an existing page and edit to remove the dashboard from the layout, then assign it to the respective user profile.

How do I delete dashboard components 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.

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 my dashboard?

How to delete a dashboard?Simply go to the Dashboard Manager section of your account.Open the Dashboard Options menu, or right-click on the dashboard you want to delete.Choose "Delete".Confirm the deletion.And that's it!

How do I change my dashboard in Salesforce?

If your Home tab contains a dashboard snapshot, you can change the dashboard....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 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 is the deleted dashboard in Salesforce?

If a dashboard or report is deleted it's placed into the recycle bin for 15 days, where it's possible to restore them. However, once a dashboard or report has been emptied from the recycle bin or hard deleted it's not possible to restore or undelete it and there's no way for customers or Support to recover it.

How do I delete a report and dashboard in Salesforce?

To delete the folder, uninstall the managed package or contact the package provider for help.On the Reports or Dashboards page, find the report or dashboard you want to delete and select the Delete row level action. ( If necessary, scroll to the right to see .) ... Click Delete to confirm.

Where are deleted reports in Salesforce?

Firstly you have to click the Home tab, On the left side, there is Recycle Bin Click the Recycle Bin and select deleted Report, and click Undelete button. Note: If your deleted record has more than 15 days than you can't restore that. Check the Screen Short. Hope it Helps you.

How do I delete a service now dashboard?

Dashboards to deleteNavigate to Performance Analytics > Dashboard Administration.Click the dashboard that you want to delete to open it.Click Delete.

How do I delete dashboard in Domo?

Deleting Pages or SubpagesSelect More in the toolbar at the top of the screen, then select Admin. The Admin Settings appears.Click Content in the side menu.Click the Page sub-tab.Select the Page you want to delete.Click Edit > Delete Page.Click Delete Pages to confirm deleting the Page and any Subpages.

How do I delete a dashboard in Confluence?

Confluence: How to delete a pageSelect the page and navigate to “Delete” in the options menu under the three dots on the right side.Read the pop-up and take note of the warning. ... Now, the page will be moved to the recycle bin.Child pages will be moved to the next parent Confluence page.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9