Question: What Are The Different Types Of Dashboards In Salesforce?

What is record types in Salesforce?

According to Salesforce documentation: “Record types let you offer different business processes, picklist values, and page layouts to different users.

You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each..

What is the purpose of a dashboard?

A data dashboard is an information management tool that visually tracks, analyzes and displays key performance indicators (KPI), metrics and key data points to monitor the health of a business, department or specific process. They are customizable to meet the specific needs of a department and company.

How many components can a Salesforce dashboard have?

20 componentsEach dashboard can have up to 20 components.

Can Dynamic Dashboards be scheduled?

You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

What is a dynamic dashboard in Salesforce?

Definition of Dynamic Dashboards A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.

How many types of reports are there in Salesforce?

four typesThe four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats. Below, we’ll expand on what each type of report is and how it displays the data.

How many dynamic dashboards do I have in Salesforce?

How to find how many dynamic dashboards are created in Salesforce…Create a Custom Report Type using the Dashboards type.Create a new report with the new Dashboards Report Type.Select Show All Dashboards.Select the All Time range.Add the following filter: Dashboard Running User equals “Run as logged-in user, Let authorized users change running user”.

How many filters can be added to a dashboard?

Note: Each dashboard can have up to 3 filters, and each filter can have up to 50 Dashboard Filter Options.

What are different chart types available for dashboards in Salesforce?

You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements….Which is right depends on what the data is about and what you want to show with it.Bar Charts. … Column Charts. … Line Charts. … Pie Charts. … Donut Charts. … Funnel Charts. … Scatter Charts.

How do I create a dynamic dashboard in Salesforce?

From the Dashboards tab, create a new dashboard or edit an existing one. button next to the View dashboard as field. Note If you don’t have “Manage Dynamic Dashboards” permission, just enter a running user and skip to the final step. Enter “*” to see all available users.

How many types of reports are there?

Informal reports and formal reports have two major categories: informational and analytical reports. It’s important to keep in mind that both informal and formal reports can fall into these categories (i.e., you can have an informal informational report or a formal informational report).

What is difference between report and dashboard in Salesforce?

A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. … Like reports, dashboards are stored in folders, which control who has access.

Is it possible to schedule a dynamic dashboard in Salesforce?

You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.

What is a tableau dashboard?

A dashboard is a collection of several views, letting you compare a variety of data simultaneously. … Like worksheets, you access dashboards from tabs at the bottom of a workbook. Data in sheets and dashboards is connected; when you modify a sheet, any dashboards containing it change, and vice versa.

How do I change the view in Salesforce dashboard?

Choose a Running User in Salesforce ClassicEdit a dashboard.Click the. … Choose a running user setting. … Optionally, select Let authorized users change running user to enable those with permission to change the running user on the dashboard view page. … Click OK.In the View dashboard as field, enter a running user.Save your dashboard.

What are dashboards in Salesforce?

Work with Salesforce Classic Dashboards A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization.

What are the components of dashboard?

One dashboard can contain up to 20 components. Each component can be present in the form of a chart, table, or matrix….ComponentsHorizontal bar chart.Vertical bar chart.Line chart.Pie chart.Donut chart.Funnel chart.Scatter chart.

Where are dynamic dashboards in Salesforce?

Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose “SOQL Query” on Jump to.Choose “Dashboard” for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.