Clone a Dashboard
- Open the dashboard you want to clone.
- Click Clone. Salesforce creates a copy of the dashboard.
- Click Save.
- Enter a descriptive name for the new dashboard.
- Click Save or Save & Run.
- Open the dashboard you want to clone.
- Click Clone. Salesforce creates a copy of the dashboard.
- Click Save.
- Enter a descriptive name for the new dashboard.
- Click Save or Save & Run.
Table of Contents
How to clone a dashboard in Salesforce?
1 Open the dashboard you want to clone. 2 Click Clone. Salesforce creates a copy of the dashboard. 3 Click Save. 4 Enter a descriptive name for the new dashboard. 5 Click Save or Save & Run.
How do I delete a dashboard in Salesforce?
Salesforce displays the new dashboard. Occasionally you’ll find that you no longer need a Dashboard; you can delete it. Click the arrow button next to the dashboard you want to delete. Select Delete. Click OK to confirm the deletion.
How do I create a dashboard from an existing dashboard?
It can often be faster to create a dashboard by cloning an existing one and then modifying it. Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard.
Can you duplicate dashboards?
To duplicate all dashboards in a folder, just select the folder. The folder’s dashboards will be duplicated to the root of the Navigation pane. The new dashboards appear in the Navigation pane highlighted in yellow, which fades out after a few seconds. Click once again to hide the checkboxes.
How do I clone a salesforce Lightning report?
Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.
Can I clone report in Salesforce?
Go into the report that you want to clone. Click Customize. Change the parameters that will make the report unique and Click Save As “new report filename”.
How do I move a dashboard from one directory to another in Salesforce?
On the Reports tab list view, click and hold an item. Drag the item to its destination folder in the Folders pane. As you drag an item across a folder, a green check mark indicates that the item can be moved into the selected folder. means that the item can’t be moved into the selected folder.
Can you clone a dashboard in Salesforce?
Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save.
What is Clone report?
Creates a copy of a custom, standard, or public report by sending a POST request to the Report List resource.
How do I clone a report folder in Salesforce?
Few Simple Steps to Clone Reports in SalesforceOpen the BOFC Home > Click “Clone Reports”It will open below screen for BOFC Clone Reports. … Select the “Source Org” from where you want to clone the Report.Select the “Source Folder” (from where report needs to cloned)More items…•
How do you duplicate a report in snow?
On the existing report, click on the dropdown icon next to the save button. Please hit Insert and stay which creates a new report. Then you can change the name, filter conditions etc. as per your new requirement.
How do I create a report in Salesforce?
To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.
How do I move my dashboard in Salesforce?
Click the dashboard you want to move. Click Edit….Select the target folder or subfolder.Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.To locate a subfolder, continue to navigate to the right.To create a folder for the dashboard, click New Folder.More items…
How do I move folders in Salesforce lightning?
and then select Save As. In the dialog box, click Select Folder. Find the report you want to move and select the Move row level action….Required Editions and User Permissions.User Permissions NeededTo move reports you created from one folder to another in Lightning Experience:Edit My Reports2 more rows
How do I archive a dashboard in Salesforce?
Archiving / Deleting Unused DashboardsNavigate to the Dashboard. Click Edit on the dashboard.Click the Dashboard Properties button.On the Dashboard Properties popup, update the dashboard Title to include “YYMM –“ at the beginning of the name.Choose the zz-Archived Dashboards folder.Click OK.
Clone a Dashboard
It can often be faster to create a dashboard by cloning an existing one and then modifying it.
Delete a Dashboard
Occasionally you’ll find that you no longer need a Dashboard; you can delete it.
