Salesforce Dashboards — Skuid V14.0.4 Documentation Things To Know Before You Buy

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Table of ContentsThe Best Strategy To Use For Salesforce Dashboards - Examples & Templates To Boost Sales

So, the following time you're charged with developing a control panel, make sure to comprehend just how the information should show (as the running individual or logged-in user). A particularly handy dashboard function is the filter. Control panel filters save you tons of time by permitting you to develop one control panel however strain details as well as provide various combinations of the data. As an example, claim you have products categorized by "Item Household" as either equipment, software program, or service (how to create a dashboard in salesforce\). You want to show a control panel of your leading 20 products offered for the present year. When creating the reports to draw right into your dashboard, you can pull in all items (despite group) (what is dashboard components in salesforce).

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See the below example. When your dashboard is running, you will certainly see your set filter alternatives under the dashboard name. As you select a filter, your control panel will certainly freshen with the information based on that filter. The instance above programs just how you can primarily reveal 4 control panels by only producing one (one for all product family members and also one for each and every of the 3 provided product families). Even if you required to produce a great deal of filters, you will still save time, as well as storage, by not needing to produce multiple filtered reports as well as several control panels. For more information regarding Salesforce reports and also control panels, Trailhead is a great source.

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on Apr 14, 21