Making a dashboard in Salesforce has never been this easy
than with the six steps this article will share to you. But before you embark
on creating your own dashboard, refresh your mind first on what Salesforce is
so you can learn how to create a dashboard in Salesforce.
Salesforce: What It Is
A Salesforce is a web-based database considered as one of
the most powerful and adaptable web-based databases ever created. Databases which
were developed through the aid of Salesforce, have become ideal tools in
various tasks as they offer a number of capacities.
the most powerful and adaptable web-based databases ever created. Databases which
were developed through the aid of Salesforce, have become ideal tools in
various tasks as they offer a number of capacities.
Dashboard: What It Does
A dashboard is an outline of data presented in a graphical
form. It is a product of a report or various reports obtained from time to
time. A dashboard needs to be refreshed, either automatically or by scheduling
it, in order to get the latest data. In other words, you create a dashboard
basically to have a graphical interpretation of data in your reports, thereby
helping you make decisions based on these data. A dashboard has components,
including tables, graphs, charts, metrics and other virtual components.
form. It is a product of a report or various reports obtained from time to
time. A dashboard needs to be refreshed, either automatically or by scheduling
it, in order to get the latest data. In other words, you create a dashboard
basically to have a graphical interpretation of data in your reports, thereby
helping you make decisions based on these data. A dashboard has components,
including tables, graphs, charts, metrics and other virtual components.
How To Create A Dashboard In Salesforce: A Step-By-Step
Guide
Guide
Creating custom reports is a requirement in creating a
dashboard in Salesforce. So before you begin creating a dashboard in
Salesforce, make sure you have run reports, schedule reports, create and
customize reports and report builder. These are all requirements for creating a
custom report, which is a necessity for you to learn how to create a dashboard
in Salesforce. In addition, be assured that you have these permissions: “manage
dashboards” and “manage dynamic dashboards.”
dashboard in Salesforce. So before you begin creating a dashboard in
Salesforce, make sure you have run reports, schedule reports, create and
customize reports and report builder. These are all requirements for creating a
custom report, which is a necessity for you to learn how to create a dashboard
in Salesforce. In addition, be assured that you have these permissions: “manage
dashboards” and “manage dynamic dashboards.”
Here are the steps in creating a dashboard in Salesforce:
Step 1
Formulate the custom reports by using the wizard. Be sure
that your custom reports contain the data you want to appear on your dashboard.
Store these reports in very particular folders. This will help your target
dashboard viewers to have an easy access to it.
that your custom reports contain the data you want to appear on your dashboard.
Store these reports in very particular folders. This will help your target
dashboard viewers to have an easy access to it.
Step 2
Click the tab with the word “Dashboards” on it.
Step 3
Hit the “Go To Dashboards List”.
Step 4
Click “New Dashboard”. Clicking it allows you to create a
new dashboard. You may also click on the name of one of your current dashboards
from a list.
new dashboard. You may also click on the name of one of your current dashboards
from a list.
Step 5
By using the interface of wizard, modify, adjust and design
your dashboard.
your dashboard.
Step 6
Click “Save”.
Congratulations, you have now created your new dashboard.
The next time you create a dashboard, remember these easy steps. Also, remember
the necessary permissions as they are important for safekeeping reports in such
a way that the users will be able to view your dashboard. One more thing,
designing your dashboard in a simple yet efficient manner is a plus.
The next time you create a dashboard, remember these easy steps. Also, remember
the necessary permissions as they are important for safekeeping reports in such
a way that the users will be able to view your dashboard. One more thing,
designing your dashboard in a simple yet efficient manner is a plus.
Additional tip: If you want to learn how to create a
dashboard in Salesforce easily and immediately, which components and properties
are just the same as the one you are viewing, you can make a clone of your
dashboard. All you have to do is hit the “Clone” button, adjust the dashboard
settings, and click “Save”.
dashboard in Salesforce easily and immediately, which components and properties
are just the same as the one you are viewing, you can make a clone of your
dashboard. All you have to do is hit the “Clone” button, adjust the dashboard
settings, and click “Save”.
