- 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 find duplicates in Salesforce?
For example, “Use Account Name, Fuzzy Match to find duplicates on the Account object upon creation” or “Use Email, Exact Match, to find duplicates on Leads and Contacts, upon create and edit.” What Comes Out-of-the-box? Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads.
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.
Does Salesforce allow you to create duplicate rules?
The good news is that Salesforce allows you to create your own Duplicate Rules, so you shouldn’t need to spend extra to prevent duplicates going forward. Let’s start with Accounts.
Can you duplicate dashboards?
You can copy a dashboard to a different team, the same team, or a different project. The copy operation copies the widgets defined on one dashboard to a new dashboard, and reconfigures them based on a selected team. This feature minimizes the work required to build similar dashboards from scratch.
How do I copy a dashboard component in Salesforce?
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 ( ).
Can you have multiple dashboards in Salesforce?
At this time, customers are only able to put up to three dashboards components on their Homepage at a time. As a workaround customers can customize their Homepage by selecting a different dashboards to display on their Homepage via the following click path: Name > Setup > My Personal Information > Change My Display.
Is there a way to duplicate reports in Salesforce?
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.
How do I customize my dashboard in Salesforce?
Required Editions Click Customize Page in the Dashboard section of the Home tab. Search for a dashboard and select a different dashboard from the drop-down list. Click Refresh to refresh the data in your dashboard.
How do I delete a report from a dashboard in Salesforce?
Click Reports. next to the report. To delete the report, select Delete. At the confirmation, click Delete.
How many dashboards can you create in Salesforce?
Your organization can have up to 5 dynamic dashboards for Enterprise Edition, 10 for Unlimited and Performance Edition, and 3 for Developer Edition. Dynamic dashboards aren’t available in other editions.
What is the maximum number of dashboards allowed in an app?
Apps can have a maximum of 200 dashboards.
How many dashboards can be displayed in the home page at once Salesforce?
3The limit is 20 components per dashboard, but when you try to display them on home page you can show 3 only. A dashboard filter can have up to 50 values.
Can you clone a dashboard in Salesforce lightning?
Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save.
What is duplicate management in Salesforce?
The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Matching rule: Consists of criteria to identify duplicate records. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.
What is Clone report?
Clone Reports Creates a copy of a custom, standard, or public report by sending a POST request to the Report List resource.
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.
What Comes Out-of-the-box?
Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads. These alone are insufficient, because:
1. Account Exact Name
Purpose: To prevent the creation of multiple Accounts with the exact same Account name.
2. Account Name Potential Match
Purpose: to warn users of a potential duplicate where account names differ slightly.
Leads & Contacts (People Duplicates)
Leads and Contacts are a bit more complicated. Sometimes users will say “I want to prevent Lead duplicates.” Or “I want to prevent Contact duplicates.” Both great goals, but still does not solve the total duplicate problem, even in tandem.
3. Lead-to-Lead Email Exact Match
Purpose: To prevent the creation of multiple Leads with the exact same email.
4. Lead-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Leads-to-Contacts with the exact same email.
5. Contact-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Contacts with the exact same email.
Reuse from Templated Apps
Templated Apps are a fantastic way to kick start your dashboard-building journey. They are easy to use and will erase the “blank page syndrome” by providing a pre-built dashboard populated with queries and widgets. There is a multitude of templates that Tableau CRM provides, some out of the box and some additional ones more industry-specific.
Create Component Widgets
Talking about reuse, components are a great way for you to simplify dashboards that use the same widgets and queries.
How does it work?
This functionality works when you’re in the analytics studio in Edit mode of your dashboard. Start by selecting a widget and from there you have two options:
