To subscribe to a dashboard chart, table, or metric, first locate the widget that you want to follow. Use the dashboard’s filters and selectors if you want to create a more personalized view of your data. Then open the widget’s menu, and select Subscribe.
Full Answer
How do I create a Salesforce dashboard?
We have the below three categories:
- Unfiled Public Folder: The contents of this folder will be available for all the users in the org. Everyone has access to these reports and dashboards in salesforce.
- My personal Folder: The contents of this folder will be available for only the owner of this folder. ...
- Custom Folder: Selective sharing aint possible with the above-mentioned folders. ...
How to share dashboard Salesforce?
- “Share” a folder with multiple users, groups or roles at the same time
- Quickly find who has access to a folder using new “Who can access” search filter
- Users without access to a folder can “View Shares” to see folder shares
- Programmatically share folder using Folder Sharing Public REST API
How to create dashboards in Salesforce?
- From the Dashboards tab, create a new dashboard or edit an existing one.
- Click View dashboard as drop-down button next to the View dashboard as field.
- Select Run as logged-in user.
- Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. ...
- Click OK.
How much does a Salesforce subscription cost?
The upfront costs of Salesforce will depend on which plans (Clouds) you are selecting, and for how many users. Salesforce can cost from $25 per user per month, to over $300 — their monthly fee will vary depending on the needs and scale of each business.
Can you subscribe to a dashboard Salesforce?
You can subscribe to dashboards yourself and also add other users, groups, and roles. Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboards results by email.
How do I subscribe to a dashboard in Salesforce lightning?
0:302:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or openMoreFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or open the dashboard. And then click Subscribe.
Why can't I subscribe to a dashboard in Salesforce?
ISSUE SOLVED! Go to the dashboard, click edit, click the settings gear, then change the View Dashboard As to either "Me" or "Another Person". Subscribe is NOT available if "The dashboard viewer" is chosen. You may have to refresh the browser.
How do I subscribe to a dynamic dashboard in Salesforce?
Instead of manually refreshing the dashboard, subscribe to it and have it emailed to you and other selected teammates every Monday morning at 8:00am. To set up a new dashboard subscription or change an existing subscription, do either of the following on the Dashboards page: Find the dashboard and click. | Subscribe.
How do I send an email to a dashboard in Salesforce?
Required Editions and User PermissionsSelect the dashboard page or widget that you want to share.Click Share, and then click Email. Enter the recipient's email address (1), and select the format (2). Enter the subject (3). The name of the dashboard or page is used by default. ... Click Send.
What is subscribe in Salesforce?
In Salesforce Classic, subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce app notifications, Chatter, or email.
Why can't I subscribe to a report salesforce?
In order to make the 'Subscribe' button to appear on your reports, the 'Report Notifications' and 'Salesforce App Notifications' features must be enabled for your organization. 1. Steps to Enable Report Notifications in Salesforce Classic.
Can you subscribe to joined reports in Salesforce?
Allow Joined reports to have Subscription functionality available. Any user who can run and view a report should have the subscription function available to have the report delivered on a scheduled basis like a tabular report.
How do I schedule a dashboard in Salesforce?
How to Schedule a Dashboard in SalesforceOpen the dashboard you want to schedule. ... Click the Refresh arrow and select Schedule Refresh. ... Specify to whom you want to send the Email Dashboard.Specify when you want to send the dashboard in the Dashboard Schedule. ... Click Find available options by Preferred Start Time.More items...
Can you email a dashboard in Salesforce?
From Setup, enter Email Notifications in the Quick Find box, then select Email Notifications. To enable email notifications for your organization clear, select Allow Community Users to Receive Reports and Dashboards by Email.
What is the difference between dashboard and dynamic dashboard in Salesforce?
Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.
How do I view another 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. Click Save. Then, from the Dashboard Builder, click Save again.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
What is a good report?
A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.
Can you post snapshots on chatter?
In addition, you can post a snapshot of a dashboard component at a specific point in time to the Chatter feed, and everyone following the dashboard will get an update in their feed. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
What is aggregate in math?
Aggregate is the metric that’s the basis of your condition. It can be Record Count, Average Amount, Smallest Amount, Largest Amount, or Sum of Amount. Operator is the basis of comparison, such as Equal, Not Equal, Greater Than, and so on. Value is the number that you want the aggregate compared to.
