Christopher Laneaux, Author at ForceMedic Design

Salesforce Dashboards: Create, Edit and Customize

by Christopher Laneaux | May 17, 2022 | Salesforce, Salesforce Lightning

Reports are a great way to see data you have gathered in an easy-to-digest format. However, what if I told you haven’t really “seen” until you have worked with Salesforce Dashboards?

Keep reading to learn more about dashboards AND how to create your own!

What are Dashboards?

Dashboards are a graphical representation of Reports used in Salesforce. They show data from source reports as visual components. These components provide a snapshot of key metrics and performance indicators of the organization at a glimpse. Who doesn’t enjoy customization!? With Dashboards you can individualize components to display data that suits your style, and view your key metrics.

Dashboard Components

Components are what make Dashboards come alive! They are the building blocks of your Dashboard and a gateway to Salesforce Narnia (not a real place). So, what are Dashboard components? What are the different types? Dashboard components can be charts, tables, gauges, metrics, and Visualforce pages. In simpler terms, components are pictures of your data.

Here are steps to follow:

Step 1: Create Salesforce Dashboards

Step 2: Select Report

Step 3: Add Component(s)

Step 4: Save Dashboard

There you have it! A nice, clean look at your data. Dashboards allow you and your team to see the data that really matters to you.

Salesforce Dashboards Fun Facts:

Dashboard Filters

Dashboard filters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard’s source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest. The filtered view is remembered – the next time the user visits the dashboard, the same filtered view is shown.

Subscribe to/Schedule Dashboards

Set up automatic dashboard refreshes and receive refreshed dashboard results by email on a schedule that you set. If you start your week by reviewing your Sales Overview dashboard, expedite your morning by subscribing to the dashboard. After subscribing, you can have it automatically refreshed and in your email inbox each Monday morning at 8:00 AM.

You can add up to 20 components to view on a Dashboard.

And there you have it! Now you can create dashboards, add components to better view reports, and customize & edit to your liking! If you’d like to learn more about using platforms like Salesforce, integrating existing systems with Salesforce, or custom platform development, we’re here to help. Drop us a line any time!

Create Salesforce Shortcuts with Favorites

by Christopher Laneaux | Apr 19, 2022 | Salesforce

Salesforce is a powerful tool that holds tons of information, but most of us don’t need all of it, all the time. That’s why Salesforce allows you to create favorites of the content you want to see most with Salesforce shortcuts. You can use the favorites feature to make this readily available.

Keep reading for step-by-step instructions AND examples to create Salesforce shortcuts.

Salesforce Shortcuts: Getting Started

Content supported by Favorites:

Lists
Dashboards
Reports
Report and dashboard folders
Chatter groups
Record home for standard and custom objects

When you have a report open you can bookmark the report by selecting ‘Add favorite’ which will subsequently be added to your personal favorites list.

How to Add Your Favorites in Salesforce

Click the star in the header menu to edit your current page.

2. Your favorites can be seen via the dropdown list.

3. You can edit your favorites, rearrange the order and remove pages as well. Just as you use the search bar for records, reports, or dashboards, you can search your favorites

4. The Navigation bar located at the top of the page will also show your list of favorites. Using the drop down beside the object name will show you a list of recently created records, recent lists as well as favorites you have marked for that specific object.

Salesforce Shortcut User Examples

Facts about the Favorite Feature

You can have up to 200 favorites
You can’t favorite things in setup pages
Individuals manage their own favorites-Salesforce admins can’t edit or share favorites (Your own little safe space 😊)

There you have it! Now you can create Salesforce shortcuts to view your favorites! If you have questions about how to maximize the potential of this, or any other, Salesforce feature, the crew at ForceMedic Design would love to help. Give us a shout with the contact button at the top or bottom of the page!