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Salesforce Dashboards Cheatsheet

Salesforce Dashboards Cheatsheet


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Managing Folders

Dashboards show data from
custom reports as visual
components They provide a
snapshot of key metrics and
performance indicators for
your organization Create up
to components per

Administrators control access to dashboards by storing them in folders with certain visibility settings
Dashboard folders can be public hidden or restricted to groups roles or territories If you have access to
a folder you can view its dashboards To view a dashboard component users also need access to the
folder for the underlying source report For more information see Managing Folders

Creating Your Custom Reports
Before building dashboard components make sure you have the right custom reports to use as source
reports Be sure to store these reports in folders that your intended dashboard viewers can access
Consider the following
You can use summary and matrix reports as source reports
You can use a reports summary fields and groupings chart axes
Sidebyside grouped and stacked charts must reference summary or matrix reports
To use a tabular report on a dashboard first limit the row count by setting the Rows to Display
option the sort column and the order on the Select Criteria page of the report You cant use gauge
or metric components on dashboards using tabular reports
Some custom forecast and lead reports arent available for dashboards
To use a standard report in a dashboard first save it as a custom report using the Save As option
Note Dashboard components can also use Visualforce pages as their data source Define Visualforce
pages that meet the requirements for display in a dashboard For more information see Creating
Visualforce Dashboard Components in the Visualforce Developers Guide

Setting Dashboard Properties
Dashboard builder is a draganddrop interface for creating and modifying dashboards If youre not using
dashboard builder see Set Dashboard Properties in Accessibility Mode

Customizing Your Dashboard
To customize a dashboard view it and click Edit
If youre not using dashboard builder see Edit Dashboards in Accessibility Mode in Salesforce Classic

Editing Dashboard Components

A dashboard component is a visual representation of the data in a report You can change where the

components data comes from what the data looks like in the component and what kind of component
it is

Last updated March

Tips for Creating Dashboards

If youre not using dashboard builder see Adding and Editing Dashboard Components in Accessibility

Refreshing Your Dashboards
Cick Refresh while viewing a dashboard to reload the most recent data
Users with the Schedule Dashboards permission can schedule refreshes daily weekly or monthly
Once the refresh completes Salesforce sends email to the selected users and groups
Note Dashboard components that include Visualforce pages and scontrols may not display
in dashboard refresh notifications Users must view them in Salesforce
For more information see Refresh Dashboard Data
For more information about analytics features see Getting Started with Salesforce Reports and Dashboards