Contents
Can Dynamic dashboards be scheduled?
Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled.
How can you make the dashboard dynamic?
To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you’d like, and select the right folder for proper organization.
Can we schedule dynamic reports in Salesforce?
You can’t schedule refreshes for dynamic dashboards. They have to be updated manually. You can use a dynamic dashboard to display user-specific data, such as Quotas and sales, accounts, contacts, and more.
What is a dynamic Excel dashboard?
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.
Why are my dashboards not refreshed as scheduled?
Dashboards won’t refresh as scheduled if the running user doesn’t have access to the dashboard folder. If a dashboard has filters, only the unfiltered version is refreshed. You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.
Can a dashboard be scheduled in Salesforce classic?
In Salesforce Classic, dashboards can be scheduled to automatically refresh its data. Dynamic dashboards, where a dashboard is run based on the logged-in user, cannot be scheduled. However, in Lightning Experience, automated dashboard refreshes are not available at all.
How to view a dashboard refresh notification in Salesforce?
Users can click components in a dashboard refresh notification to view the source report in Salesforce. Dashboard components that include Visualforce pages and s-controls may not display in dashboard refresh notifications. Users must view them in Salesforce. Dashboard refresh notifications can be viewed offline in email clients.
How to send dashboard refresh notifications in Outlook 2007?
Dashboard refresh notifications may not display properly in Outlook 2007. In HTML-formatted dashboard refresh notifications, users can click the name of the dashboard to log in to Salesforce and view the dashboard. To send a dashboard refresh notification to other users, store the dashboard in a public folder with access granted to others.