Create a new dashboard folder called Global Sales Dashboards:
- Click the Dashboards tab.
- Click New Folder and enter the details.
- For Folder Label, enter Global Sales Dashboards.
- Click in the Folder Unique Name text box to auto-populate the unique name. Don’t worry, the unique name of this folder isn’t checked.
- Click Save.
- Click the Dashboards tab.
- Click New Folder and enter the details.
- For Folder Label, enter Global Sales Dashboards .
- Click in the Folder Unique Name text box to auto-populate the unique name. …
- Click Save.
Table of Contents
How to create an organizational chart in Salesforce?
With Salesforce and Organimi:
- Create multiple versions of your chart in Organimi for scenario planning and share them with your colleagues
- Save your Organimi org charts to pdf formats so you can track changes over time
- Share your org charts with other power users who can help you edit and update them
How to create a tabular report in Salesforce?
- Create a new report, selecting Opportunities as the report type.
- Click Tabular Format and select Joined. …
- Create a new block by dragging the Opportunity Name field onto the preview pane somewhere to the right of the first block, and drag the Amount and Account Name fields …
- Create a third block in the same way. …
How to create a chart with Salesforce?
Reports in Salesforce | How to create Reports and Charts
- Tabular Reports. Tabular reports are the simplest form of reports in Salesforce. …
- Summary Reports. Summary reports are similar to tabular reports but also provide groupings of rows, display of subtotals based on the value of a particular field.
- Matrix Report. …
- Joined Report. …
How to create your first app in Salesforce?
- To create application in lightning, Click File | New | Lightning Application.
- Enter the name, and click Ok. E.g. appName.app resource. You may set name accordingly.
- Now use c:helloWorld to refer the component helloWorld.cmp using the default namespace c. If your organization has a registered namespace, you can use it to reference. …
How do I Create a folder in Salesforce?
To create new folders:In the All Site Content view on the Overview tab, click New Folder.Type in the folder name.Click Create.
How do I make my Salesforce dashboard folder public?
To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.
How do I Create a folder in Salesforce report?
Create a Folder for Article ReportsIn the Report Folder section of the Reports tab, click Create New Folder.Enter Article Reports in the Folder Label field.Optionally, modify the Group Unique Name .Choose a Public Folder Access option. … Choose a folder visibility option.Click Save.
How do I Create a subfolder in Salesforce?
Creating a subfolder is just like creating a regular folder. Go into the report or dashboard folder where you want to create the subfolder, and click New Folder. Name the folder, and click Save. Et voila!
How do I create a dashboard folder?
You can create report and dashboard folders in Lightning Experience….On the Reports or Dashboards tab, click New Folder.Name the folder. The folder name must be unique across all report and dashboard folders.Click Save.
Where are dashboard stored in Salesforce?
Each dashboard is stored in a dashboard folder, not in a report folder. It can be a public dashboard folder or your private folder, called My Personal Dashboards .
How do I deploy a folder in Salesforce?
So the workflow is:Make the folder in your dev environment.Make the reports in your dev environment and save them in your folder.Pull the reports down locally using the steps above.Now rename your local folder to be “unfiled$public”Now deploy your work to the new environment.Now make the folder in your new environment.More items…•
How do I create a folder in a document object in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . … Choose a Public Folder Access option. … Select an email template and click Add to store it in the new folder. … Choose a folder visibility option: … Click Save.
How do I find a folder in Salesforce?
To access report and dashboard folders, click the Reports or Dashboards tab. To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries.
How do I create a sub folder in a report folder in Salesforce?
On the Reports or Dashboards tab, open the folder you’re working with.Click New Folder.Name the subfolder. The name must be unique. You can’t have more than one report or dashboard folder with the same name as another report or dashboard folder.Click Save.
What are private folders in Salesforce?
A private folder is a special folder available for each Salesforce user, and is also known as the My Personal Custom Reports folder for a report folder. For dashboards, it is called My Personal Dashboards (in Classic), or Private Dashboards (in Lightning Experience).
How do I share a subfolder in Salesforce?
A subfolder can only be shared to the same or a subset of business units that its parent was shared to….Create a Shared SubfolderRight-click on the Shared Content folder or any other folder.Select Create Sub Folder.Name the folder.Select the business units that can access all content created or moved in that folder.
Introduction
Imagine trying to comb through your Salesforce data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are Salesforce reports and dashboards to make your life easier.
Benefits of Reports and Dashboards
You and your sales and marketing managers benefit from reports and dashboards in these ways:
Your Stakeholders’ Reporting Needs
In this project, you’ll get hands-on practice building reports and dashboards on the Salesforce platform from start to finish. Let’s see the reports and dashboards you’ll build for each of your stakeholders to track key business information.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. You can find a link to the full session in the Resources section.
Create Report and Dashboard Folders
You’ve received a lot of requests from various stakeholders to analyze data in Salesforce. How do you keep it all organized? Start by creating the necessary folders that can be shared with various team members.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What Are Dashboards in Salesforce?
Dashboard Components
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Similar to the options available when adding a chart to a report, when adding a dashboard widget, you will be prompted to choose between a number of available chart options. If the source report already has a chart added, you can also opt to keep the chart settings from there: “Use chart settings from report”. Note: Make sure that the source reports you wish to use in your dashboar…
How to Create A Dashboard in Salesforce
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Now that we’ve covered the basics, it’s time to get hands on! In our use case, a sales manager would like to see how his team is performing. Specifically, he is interested in seeing the total Opportunity amount associated with his team, and how much each member has contributed, as well as a view of each sales rep’s Opportunities broken down by “stage”.
Key Information
- Each dashboard can support a maximum of 20 components.
- The same report can be used for one or multiple components.
- Dynamic Dashboardsare limited to a maximum of ten, five, or three per org based on the edition.
Summary
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The out-of-the-box “Salesforce Dashboards” functionality combines accessibility, ease of use, and capabilities, making it a very widely used, close-to-ideal feature. Being able to juggle Salesforce’s reporting module is an absolute must for both aspiring admins and the more senior trailblazers who are well into their journey. The reason is simple – as long as users are working in Salesforc…