Contents
How do I view dashboard in Salesforce?
Click the Reports tab. Click New Dashboard. From the Components tab, drag and drop the pie chart component onto the preview pane. Click the Data Sources tab….Create a Dashboard
- Select All Leads for Show.
- Select Create Date for Date Field.
- Select All Time for Range.
Can we schedule a dynamic dashboard in Salesforce?
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.
How do I use dashboard chart?
Charts in Dashboards
- To create a chart widget: On the right rail, click the + button.
- Select Your Chart Type. Now that you’ve chosen the data you want to chart,you can select a chart to visually represent your data.
- Chart Types. Smartsheet offers the following chart types:
- Column Types.
How are Lightning Record pages assigned to users?
Lightning Record Pages are assigned to users by Application, Profile, and or Record Type which means that you can further tailor the page to a particular group of users. Exciting, right?! Here are the steps to creating Lightning Record Pages. Navigate to Setup and using the Quick Find search box, type in Lightning App Builder.
Where do I find my dashboard in Lightning?
When you select the reports tab or the dashboards tab, the view defaults to Recent Items, displaying only items you have recently accessed. If you use Quick Find to search at the top of the page, the search also defaults to those recent items, as you can see in the screenshot below:
How to include Salesforce dashboard in Lightning app builder?
Use the Visualforce Page component to include a Visualforce page in your Lightning page. Use the Wave Dashboard component to include Analytics dashboards in your Lightning page. Contact Salesforce to enable the Wave Dashboard component for the Lightning App Builder.
How do you create a report in Lightning?
On creating a new Report, the first thing to select is the Report Type. The Report Type defines the Objects your report will include and hence which fields will be reportable. It also determines how those Objects are related to each other. Before selecting a Report Type, planning is key. Plan your report by considering: