The 7-Minute Rule for Creating New Salesforce Dashboards - Salesforce Dashboards

Posted on 2021-04-15 04:07:14

Table of ContentsThe Buzz on Salesforce Dashboards — Skuid V14.0.4 Documentation

So, the following time you're tasked with creating a control panel, make certain to recognize just how the details ought to display (as the running user or logged-in customer). A particularly valuable control panel feature is the filter. Control panel filters conserve you lots of time by enabling you to develop one dashboard however strain info as well as supply various mixes of the data. As an example, say you have products classified by "Item Family members" as either hardware, software application, or solution (what reports are availble on dashboards salesforce). You desire to show a dashboard of your leading 20 items cost the current year. When developing the records to draw into your control panel, you can draw in all products (regardless of group) (salesforce schedule report csv file).

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See the below instance. When your dashboard is running, you will certainly see your collection filter alternatives under the control panel name. As you choose a filter, your dashboard will certainly refresh with the information based on that filter. The example above programs exactly how you can basically show four dashboards by only creating one (one for all item families and one for each of the three noted item family members). Also if you required to create a great deal of filters, you will certainly still conserve time, and also storage, by not needing to produce numerous filtered records as well as multiple dashboards. To find out more about Salesforce records and control panels, Trailhead is a terrific resource.