Dashboards in Salesforce

Learn All About the Dashboards in Salesforce

What Is a Dashboard?

A dashboard is a visual display of key measurements and patterns for records in your organization. The Dashboard and report are connected with each other by 1:1, for each dashboard component, there will be a single report associated with it. Be that as it may, you can utilize similar reports in various dashboard components on a solitary dashboard (e.g., utilize a similar report in both a bar graph and pie chart). Various dashboard components can be shown together on a solitary dashboard page format, making an amazing visual display and an approach to devour different reports that frequently have a typical subject, similar to sales performance, customer support, and so on

Like reports, dashboards are saved in folders, which control who approaches. In the event that you approach a folder, you can see its dashboards. In any case, to see the dashboard components, you need access to the hidden reports also. You can likewise follow a dashboard in Chatter to get updates about the dashboard presented on your feed.

Each dashboard has a running user, the visibility of dashboard data depends on that particular running user's security settings, all dashboard viewers see information dependent on the security settings of that user—paying little heed to their very own security settings. Consequently, you'll need to pick the running user wisely, so as not to open up an excessive amount of visibility. For instance, set the Sales Manager as the running user for a leader board for her group. This permits her colleagues to see the leader board for their individual group, however not different groups.

Dynamic dashboards will be dashboards for which the running user is consistently the signed-in user. Along these lines, every user sees the dashboard as per their own access level. In case you're worried about an excess of access, dynamic dashboards may be the best approach.

dont miss out iconDon't forget to check out: Brave Your Business Challenges With Salesforce

Salesforce Dashboard includes 5 types of components:

Component TypeWhen to use it
Utilize a chart when you need to show information graphically. You can look over a variety of chart types.
Utilize a gauge when you have a solitary value that you need to show inside scope of custom values
Utilize a metric when you have one key value to display. 

  • Enter metric names straightforwardly on components by tapping the unfilled text field close to the grand total.
Utilize a table to show a bunch of report information in column structure.
Visualforce PageThis is used to create a custom component or display data that aren't available on any other component type.

dont miss out iconCheck out another amazing blog by Shweta here: Types of Report Formats in Salesforce - All You Need to Know

Dynamic Dashboards:

It enables every user to see the information they approach. With dynamic dashboards, we can handle information visibility without making separate dashboards. A solitary powerful dashboard can display a standard arrangement of metrics across all levels of an association.

Note:

  • Dynamic dashboards can't be saved to personal folders. 
  • Dynamic dashboards can't be booked for revives.

Responses

Popular Salesforce Blogs