- How do I clone a report in Salesforce lightning?
- How many dynamic dashboards do I have in Salesforce?
- What is a dynamic dashboard in Salesforce?
- What are the limitations of a dynamic dashboard What is a dynamic dashboard?
- How do I query a dashboard in Salesforce?
- Can we schedule dynamic dashboards?
- What is dynamic dashboard in Excel?
- Can you create a dashboard in Excel?
- How do I create a dynamic dashboard?
- How do I create a dynamic dashboard in Salesforce lightning?
- What is reports and dashboards in Salesforce?
- What is inline editing useful for?
- Which are valid dashboard components?
How do I clone a report in Salesforce lightning?
Click Save to update an existing report with recent changes, or Save As to clone the original report without changing it.
In Lightning Experience, click Clone to clone the report..
How many dynamic dashboards do I have in Salesforce?
How to find how many dynamic dashboards are created in Salesforce…Create a Custom Report Type using the Dashboards type.Create a new report with the new Dashboards Report Type.Select Show All Dashboards.Select the All Time range.Add the following filter: Dashboard Running User equals “Run as logged-in user, Let authorized users change running user”. No comments: Post a Comment.
What is a dynamic dashboard in Salesforce?
Definition of Dynamic Dashboards A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
What are the limitations of a dynamic dashboard What is a dynamic dashboard?
You can’t save a dynamic dashboard to a personal folder. … The dynamic dashboard must be stored in a folder with shared access. You cannot schedule a dynamic dashboard; dashboards have to be refreshed manually.
How do I query a dashboard in Salesforce?
Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose “SOQL Query” on Jump to.Choose “Dashboard” for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.
Can we schedule dynamic dashboards?
You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.
What is dynamic dashboard in Excel?
The dynamic dashboard allows the user to select a report from the range of reports within the model and decide where to position it on the page. The user can select “hide” to hide a report that they do not want to see or select “view” to preview it prior to choosing its position.
Can you create a dashboard in Excel?
To create a dashboard, you’re going to need three separate sheets (or tabs) within your Excel workbook. Name your first tab (the one that has all of your raw data on it) with something you’ll readily recognize—such as “Data” or “Raw Data.” … Finally, create a tab labeled “Dashboard” where your various charts will appear.
How do I create a dynamic dashboard?
From the Dashboards tab, create a new dashboard or edit an existing one. button next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, just enter a running user and skip to the final step. Enter “*” to see all available users.
How do I create a dynamic dashboard in Salesforce lightning?
Click Save As (or Clone), modify the dashboard settings, and save.If necessary, create the source reports containing the data you want to display. … From the Dashboards tab, click New Dashboard.Name the dashboard. … To add a component to the dashboard, click + Component. … To add a filter to the dashboard, click + Filter.More items…
What is reports and dashboards in Salesforce?
A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.
What is inline editing useful for?
Inline editing is a feature by which one can edit a record without pressing the edit button. User goes to the detail page, doubles click on a field, changes to a new value and presses save. This process makes sure the field value is updated to the new value.
Which are valid dashboard components?
Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements.