How to Clone a Dashboard or Report in Salesforce Lighting
- Navigate and open the report or dashboard you want to make a copy of.
- In the upper right side click the down arrow next to subscribe to reveal more options
- Select “Save As” option
- Enter the name of your new dashboard and the Folder you will want to save this report
The default is “Copy Of [Current…
- 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 create a new user in Salesforce Lightning?
We can find user management in the Administration section of the Setup Home menu. Just as in Classic, you can find all the options you need to add new users in this section. But now – new in Lightning – we have a Create button that allows us to skip the setup tree altogether.
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 to create and clone users in Lightning?
So far in this series, we’ve learned how to navigate Setup and create a new app in Lightning, so now let’s learn how to create and clone users. We can find user management in the Administration section of the Setup Home menu. Just as in Classic, you can find all the options you need to add new users in this section.
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 report in Salesforce lightning?
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 you clone a case in Salesforce lightning?
You can clone a case and search for other cases before opening one. Your organization can even use Web-to-Case or Email-to-Case to create cases from customer logged issues.
How do you clone a Einstein analytics dashboard?
If the new page similar to an existing page, you can simply clone the page. Click the arrow next to the page name (the default page name is “Untitled”) and select Clone. This will create a new page located at the last with the page name “Clone of xyz”, xyz is the original page name.
How do I copy a dashboard in Salesforce?
How to Clone and Delete a Dashboard in SalesforceOpen 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.
Can we clone a 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”.
Where is the clone button in Salesforce lightning?
So navigate to Setup | Object Manager | Accounts | Page Layouts. Edit the Layout you want to add the new button to. Go to the Mobile & Lightning Actions section and look for the Clone button you created and add it in the Salesforce Mobile and Lightning Experience Actions section of the page layout. Click Save.
How do I clone data in Salesforce?
Open a record, and select the Clone or Clone with Related action. Clone with Related isn’t available in the Salesforce mobile app. … If you selected Clone with Related, select the related records that you want to carry over to the new record. … Enter or change other information in the new record. … Save the new record.
What is clone method in Salesforce?
Salesforce sObjects have a method called clone() which creates a copy of the sObject record. This method has four Boolean type optional parameters. Description: Determines whether the ID of the original object is preserved or cleared in the duplicate. If set to true, the ID is copied to the duplicate.
How do you copy and paste a widget?
Copy and Paste Widgets Across DashboardsTo copy and paste one or more widgets, first select them. To select multiple widgets, use Ctrl or Cmd.To copy widgets, use Ctrl+c, Cmd+c, or click the copy icon ( ).Paste widgets in the same dashboard or a different one. To paste, use Ctrl+v, Cmd+v, or click the paste icon ( ).
How do I find dynamic dashboard limits 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.
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.
