In Lightning Experience: First expand a component by clicking, then click. In Salesforce Classic: 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.
- 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.
What is a dashboard snapshot in Salesforce?
Salesforce: Dashboard Snapshot If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
How to enable dashboard component snapshots?
I went in and enabled the Dashboard Component Snapshots checkbox as well. Hey guys, you need to go into Setup -> Chatter -> Feed tracking. Click on Dashboard and enable feed tracking for all 5 check boxes. Then, go back to your Dashboard and hover over it, there should be a drop down where you can not snapshot to Chatter Feed.
How to post a snapshot of dashboard on Chatter feed?
Problem posting snapshot of dashboard on chatter feed. This is the trailhead challenge I'm working on. Create a report of Opportunities grouped by Type. Then follow the dashboard and share a snapshot on Chatter. Name the report 'Opportunities by Type' and save it to the 'Unfiled Public Reports' folder. The report must be of type Opportunities.
How do I create an opportunity dashboard in Salesforce?
You can include any columns you like, but must include 'Amount' as one of the columns. Create a dashboard named 'Opportunities Dashboard' and save it to the 'My Personal Dashboards' folder. Create a dashboard component on the dashboard using the report you just created.
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What is dashboard snapshot Salesforce?
A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh. Posting a dashboard component to a group is a good practice to share and collaborate with team member.
How do I enable dashboard component snapshots?
To enable dashboard component snapshot, navigate to Setup | Feature Settings | Analytics | Reports & Dashboards Settings, and look for Enable Dashboard Component Snapshots. If you don't enable feed tracking, users will not able to post dashboard components to the dashboard's feed.
How do I drill down a dashboard in Salesforce?
To drill down into a report:Run a report that includes at least one-row grouping.On the report run page, select checkboxes for the particular values that you want to drill in to. ... Click Drill Down. ... The primary row group for your report is preselected in the Group by field. ... Click Apply.
Can you download a 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 you post a snapshot of a dashboard to chatter?
Enable Dashboard Component SnapshotsClick on Setup | Feature Settings | Chatter | Feed Tracking.Click on Dashboard object, enable it and select all four fields, Same like below screenshot.Click Save.The next step to enable Enable Dashboard Component Snapshots.More items...•
How do I add a dashboard to 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.
Where are dashboard stored in Salesforce?
Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards .
How do I convert a dashboard to a dynamic dashboard in Salesforce?
From the Dashboards tab, create a new dashboard or edit an existing one. next to the View dashboard as field. Note If you don't have “Manage Dynamic Dashboards” permission, enter a running user and skip to the final step. Enter “*” to see all available users.
What is static dashboard in Salesforce?
A Static Dashboard is a dashboard that appears the same to all people viewing it. It goes with their user profile and permissions for what they are allowed to see. If they don't have permission to view records or objects in Salesforce, then they won't be able to view the information on the dashboard or reports.
How do I save a Salesforce dashboard as a PDF?
Create PDF Files and Print Your DashboardsClick. to open the menu, and select Print Preview. ... Click Print to open your browser's print dialog, where you can send the image to your printer or save it as a PDF file. To include background color or images, click More settings and select Background graphics.
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 you export a graph from Salesforce?
Although it isn't possible to export a single chart or entire dashboard using the "Export" or "Printable View" buttons, there are a number of workarounds outlined below. Save the static image of the component which you can use to view or print from your computer.
Thursday, June 19, 2014
If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
Salesforce: Dashboard Snapshot
If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
How to create a report in Salesforce?
How Do I Create a Reporting Snapshot in Salesforce? This guide is made up for three parts: Part 1: Creating your Report. Part 2: Creating a Custom Object to hold the Data. Part 3: Create an Automation which saves data from your source report into your Custom Object.
What is an analytical snapshot?
By creating an Analytic Snapshot, You are specifying a time and frequency for your source report to run and then be saved in the Custom Fields you created moments ago.
How to Set Up Opportunity Pipeline Reporting Snapshots
1. Create a Report Folder and Report. This report should be of the data you want to capture (no more, no less.) I always recommend including ID values as well, because any record with a text value for a name could potentially change and you need a unique reference to be able to watch a single record change over time.
Summary
Now that you have all this setup, you can let it run quietly in the background. The longer your Snapshot runs, the better picture you will have of data changing over time. It’s an easy (and free) way to give good analytics to your Sales team and see what your pipeline or records looked like on a given date in the past.
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