Slaesforce FAQ

how to retrieve dashboard in salesforce

by Leila Howell Published 2 years ago Updated 2 years ago
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Dashboards work the same as Reports, and you don't have to hard-code the Id -- you can get it in your initial SOQL query. List<Folder> fs = [select Id, Name from Folder where Type = 'Dashboard' limit 1]; Then use the Dashboard.FolderId to find the Dashboards in whatever folder you want.

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.

Full Answer

How do I recover a deleted dashboard or report?

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.

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.

Is there a way to get the name of the dashboard?

Well I got the solution it is title not name on dashboard. Dashboards work the same as Reports, and you don't have to hard-code the Id -- you can get it in your initial SOQL query. List<Folder> fs = [select Id, Name from Folder where Type = 'Dashboard' limit 1];

Where can I see all deleted data in Salesforce?

Salesforce admins can see all deleted data across the entire org. The Recycle Bin is available in the left sidebar on the Home page. Choose My Recycle from the dropdown list to view just the items you deleted.

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How do I access my Salesforce dashboard?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I export my Salesforce dashboard?

From Reports, next to the report you want to export, click Export. If you set the “Do not save encrypted pages to disk. Instead, save the exported report to your computer, and then open it in Excel. To change this setting in Internet Explorer, deselect “Do not save encrypted pages to disk” under Internet options.

How do I show the dashboard on my homepage in Salesforce?

Select a Default Home Page Dashboard within Salesforce ClassicClick Customize Page in the "Dashboard" section of the Home tab.Select a dashboard to be the Home Page default.Click Save.

Why can't a user see a dashboard in Salesforce?

It says, "Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards." This could be your problem.

Can you export a dashboard?

To export a dashboard in PDF format: You can use the Export PDF feature to share customized dashboards externally. The exported PDF is a generated report of the selected dashboard.

Can we download dashboard in Salesforce?

You can download dashboard pages and widgets so you can share them with multiple people within your organization. This download produces a local version of your dashboard page or widget. Go to the dashboard page or widget you want to download. Click the Share icon.

How do you display dashboard in lightning component?

The collapsed version links back to the full dashboard.From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.Click New.Choose where to embed the dashboard. ... Give your app page or home tab layout a label. ... Choose a layout. ... Drag and drop the Dashboard standard component into place.More items...

How do I add a dashboard to my Home page?

0:031:27How to Add a Salesforce Dashboard To Your Home Page - YouTubeYouTubeStart of suggested clipEnd of suggested clipRight i can put it on home screens i can put it on specific user screens as well maybe if i end upMoreRight i can put it on home screens i can put it on specific user screens as well maybe if i end up creating a dashboard comprised of of reports on how well the company is doing you know you could have

How do I add a dashboard tab in Salesforce?

From Setup, in the Quick Find box, enter Tabs , then select Tabs. Create and customize a web tab. For example, create a Sales Insights tab so your Sales team can access your interactive sales opportunity dashboard. Add your dashboard URL to the web tab.

Who can view a 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.

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 do I share a Salesforce dashboard?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

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.

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