TECHLOGBOOKS

Sunday, 17 June 2018

Salesforce Dashboards : Points to Remember



A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. However, you can use the same report in multiple dashboard components on a single dashboard (e.g., use the same report in both a bar chart and pie chart). Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc.

Points to Remember:
  1. Each dashboard component has Data sources with source report and components which are visual format like graph, chart or gauge
  2. To create a dashboard component, drag the report from Data sources into Dashboards area and Drag the visual component to the same area. 
  3. Visualforce pages can also be added to the Dashboards to show custom interfaces
  4. Dashboard can be setup to show the same data to the users by selecting "run as specific user" option under "View Dashboard as".
  5. Dashboards can be made dynamic too by selecting the "run as logged in user" and check the "Let authorized user change running User" option under "View Dashboard as".
  6. If users want to see the different data on the same dashboards, filters can be added which appear as a drop down under main menu. 
  7. Ex: If users want to see the data based on regions, you can add a filters for each region. 
  8. You can also share the dashboards component in the chatter with other employees and share the insights. It can also be followed for any future updates. 


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