Contents
How do I create a dashboard in Salesforce?
Create a Dashboard
- Click the Dashboards tab.
- Click New Dashboard… button.
- Name the dashboard as Construction and click on Create.
- Click the +Component button on the top of the page and select the Supplies report.
- Select the Vertical Bar Chart component and click Add.
- Click the Save button and then Done.
What can Salesforce dashboards do?
Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.
How many dashboards we can create in Salesforce?
Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren’t available in other editions.
How many dashboards can I create?
An even better Reporting Add-on If you’re a Reporting Add-on user, you’ve got even more room to grow. You can now create up to 300 dashboards (previously 200) and 3000 custom reports (previously 2000).
What do you need to know about dashboard in Salesforce?
Salesforce dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component.
Can a standard platform user see a dashboard?
It says, ” Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the Running User of the dashboard also has the same type of user license. They cannot edit or create new dashboards.”
When to use Visualforce to create custom dashboards?
Use a Visualforce page when you want to create a custom component or show information not available in another component type. Finally, when selecting a report for use in a dashboard component, all report formats may be used, however, Tabular reports must be limited by row to be used in a dashboard. Let’s walk through creating a dashboard.
How to sort data by order in Salesforce dashboard?
Click on the wrench icon in the upper right corner of the dashboard component. Select Sort Rows By and choose Label Descending. This will place the values on the component in alphabetical order. Select Legend Position and choose On Chart.