From Setup, enter Chat in the Quick Find box, then select Chat Settings. Check Enable Chat. From Service setup, enable ‘Chat Guided Setup Flow.’
Full Answer
What is Salesforce dashboard?
Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.
Can I use a Visualforce report in a dashboard?
Use a Visualforce page when you want to create a custom component or show information not available in another component type. Finally, when selecting a report for use in a dashboard component, all report formats may be used, however, Tabular reports must be limited by row to be used in a dashboard.
How do I create a dashboard for my reports?
Get started with building a dashboard by dragging a component [1] into the preview pane [3]. Each component will show your report data in a different visual chart display. Once you’ve dragged in a component, click on the Data Sources tab [2] and select your report. Drag that report onto the component in the preview pane.
What are the report limits in dashboard in Salesforce?
Limits in Dashboards in Salesforce 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.
How do I make the dashboard visible in Salesforce?
If you have the “View My Team's Dashboards” or “View All Data” permission, select Let authorized users change running user to enable those with permission to change the running user on the dashboard edit page. Users with “View My Team's Dashboards” can view the dashboard as any user below them in the role hierarchy.
How do I customize my Salesforce dashboard?
Required Editions 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 add data to Salesforce dashboard?
On the dashboard where you want to add a component, click 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. ... Click.More items...
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.
How do I change the layout of a 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 change the view in Salesforce dashboard?
Determine the data perspective for dashboard viewers by setting who they view your dashboard as. The viewing user is listed above the dashboard, next to “viewing as.” Select a running user to specify which data to display in a dashboard.
How do I add components to my dashboard?
List of Standard ChartsClick the Dashboards tab.In the Dashboards Home page click Add Component.In the. Add Component page, do the following: ... Click Next.In the Add Component page, select the type of chart from the Select Chart Type list box. ... Click Finish.
How do I add a report to my dashboard?
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...
How do I add a chart to my dashboard?
Here's how you add a report chart:Open a report in report builder.Click Add Chart in report builder. For existing charts, click Edit Chart.Select a chart type.Enter the appropriate settings on the Chart Data tab for the chart type you selected.Enter the appropriate settings on the Formatting tab.Click OK.
How do I customize my home screen in Salesforce?
Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on the page.
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
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.
What is dashboard builder?
The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports or Visualforce pages you’ve created in Salesforce.
Why use the same dashboard for managers and VP?
Because the metrics are the same for managers and the VP, you can use the same dynamic dashboard for both roles. The dynamic dashboards feature reduces the number of required dashboards from 45 to two! You can create up to three filters for each dynamic dashboard.
Can you add a chart to a report?
If you don’t want to create a dashboard, but just want to add a chart to your report, then report charts may be right for you. Report charts allow you to place a single chart right at the top of your report, so that when you view the report, you can see the chart and the report results in one view.
