Salesforce Dashboard

Dashboard shows information from source reports as visual parts, which can be metrics, graphs, charts, tables, or Visualforce pages. The parts give a preview on key measurements and execution markers for the corporation. A single dashboard can amount to 20 reports. Dashboards aid us in outwardly comprehending varying business circumstances so that we can settle on choices depending on the continuous information accumulated based on reports. It also assists clients in recognizing the patterns, figuring out amounts, and measuring the effect of their actions. Prior to building, perusing, and sharing the dashboards it is necessary to audit its dashboard fundamentals. In this tutorial on Salesforce Dashboard, I will talk about the components of Salesforce Dashboard, reports in Salesforce Dashboard, and explain different steps in operating the dashboards. Now, let’s go through them in detail.

Components of Dashboard

There are seven types of charts supported by Salesforce dashboards: Horizontal bar chart, Vertical barchart, Line chart, pie chart, donut chart, funnel chart, scatter chart.

Dashboard component visually portrays the information in form of a report. There exists an option to alter from where  the segment's information originates from, how the information resembles in the part, and about the sort of segment it is. A dashboard builder can be defined as an interface for developing and adjusting dashboards. There are options to drag, to drop and snap to interchange segments in the dashboard. Float subtleties and other drill-down options are accessible to view and not when we alter a dashboard.

  • Creating more number of fields accessible for dashboards through adding it to source report charts.
  • Choose the destination folders where the clients end up while picking the dashboard component.
  • Ability to customize the table visuals.
  • Identify the component varieties like charts, metrics etc.
  • Classify the chart types like columns, bars etc.
  • Finding the accurate data for the components. 
  • Finding the accurate visual features for the components.

Component of Dashbaord

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Reports in Salesforce 

Reports are used to sum up the data of an article. There are four kinds of reports. They are tabular (shows records simply in a table), matrix (can sum up the data in two dimensional ways), summary (can sum up the data dependent on specific fields), and joined (can sum up data in various blocks on similar items and the connected objects) reports. Five blocks can be made for joined reports. Three groupings can be done for matrix, summary and for join reports. Both summary and matrix reports are used for the dashboard components. 2000 records can be displayed on a page. On the off chance that more records are there for displaying that we can't see those through UI. By trading the records to an excel sheet all records can be send out. Bucket fields in reports are utilized for grouping values to the name we determine in Salesforce. It can gather only the information type fields like texts, numbers and picklists. Salesforce did not uncover any APIs for the reports. For mass deleting the reports by Apex, most ideal way is : 

  • Shift all reports required to erase in the new envelope. 
  • Notify everybody that the reports will be erased may be within 30 days. 
  • Transfer reports envelope in Eclipse along with reports that are to be erased and then erase the reports organizer in eclipse. This will erase all reports immediately.

Reports in Salesforce

Report modelling

Steps in operating a Dashboard

1. Constructing a Dashboard

At the point when you're prepared to impart Salesforce information to associates, construct a dashboard. It will allow you to access information from reports utilizing outlines, metrics, tables, and charts. If anyone requires more data, at that point they can see dashboard's information providing reports. In order to create a graphical representation of data the two steps can be followed.

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a.Constructing a Lightning experience dashboards

Dashboards are created with the source reports, components, and filters. Source reports will be reports that give information to components. Every segment has one source report and is unique. Filters allow dashboard perusers to scope the information they find in the dashboard to a specific sight. Components are called visual blocks present in a dashboard. Every part is either an outline, chart, table or metric.

b.Constructing Salesforce classic dashboards 

Constructing a Dashboard

Constructing Dashboard

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2. Filtering a Dashboard

Filters make it simple to assure various mixes of information in one dashboard. There is no requirement of discrete dashboards for various groups of clients. While utilizing a filter in the dashboard, the filtered part is demonstrated whenever visiting the dashboard again. There exists a name, up to fifty esteems and a filter operator for each filter. Filter option is available on checkboxes, picklists, queries, text, date, and even date time fields. While changing filters in the dashboard, it shows recently reserved information, if that exists. If there is no information, the dashboard brings the most recent. In any case, The dashboard's last refreshed date gives the timestamp for the information being accessed. Click the refresh option to get the latest information.

The constraints while using dashboard filters is as follows. 

  • Filters cannot be added to dashboards containing visualforce and s-control elements.
  • It's impractical to filter the bucket fields. Notwithstanding, it is conceivable to utilize a report filtered in a bucket field on dashboard pages. 
  • While scheduling, emailing a dashboard, and on joined report filters are not applied.
  • Custom sum up formulas cannot be used.

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3. Working with Dashboards

Snap on the dashboard's name to function it. Dashboard graphs are intuitive, so make certain to drift and tap on them to get more information. By reviving dashboard information to share dashboard parts, there are multiple approaches to utilize dashboards. Refresh data in the dashboard. Widen the components in a dashboard  to picturize a much larger version in Lightning Experience. Begin the discussion by sharing pictures of dashboard components on Chatter. If you need to find out about the information appearing in a dashboard outline,wee can look at the filtered form of the source reports. Resizing the columns of the table in Lightning Tables.

Working with Dashboards.

4. Organizing Dashboards

Keep the dashboards readily available by implanting them on the home tab by Salesforce, printing dashboards, or erasing dashboards which are not required any longer.

The Dynamic Dashboards

The dynamic dashboards are developed to give security settings to the dashboards in It shows a collection of metrics which is needed over all degrees of the association. There may exist a prerequisite in an association to see all information by each client as per their availability. The two setting alternatives in dashboards are specific user and login user.

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Best measures to improve Dashboard Performance

Dashboard refer times can differ depending on accessible assets. Salesforce is based on a multi-occupant structure and dashboard revives are handled in a line. Different elements like reserving can influence dashboard revive times. The dashboard execution relies chiefly upon the exhibition of its source report. Performance degradation can influence the Dashboard execution and its performance. The following measures can be taken to bring out better dashboard performance.

  • Utilize effective source reports by making source reports that run quick. The most ideal approach to accelerate a moderate dashboard is to accelerate its source reports by refining report information effectively, eliminating superfluous columns, shroud detailed rows, and composing effective formulas.
  • Keep the source reports minimum as possible, mostly on a single report. The less source reports, the less reports need to run for the dashboard to assemble its information. The quickest refreshing dashboards depend on just one source report. 
  • Refresh dashboards in a timely manner so that processes could give results to up to date information. Salesforce narrows the total number of occasions every client could refresh the dashboard to once every moment.  This breaking point guarantees that Salesforce doesn't provide similar reports runs reiteratively, which likewise allow other significant processes to run, such as refreshing cases or producing accounts.
  • Eliminate unwanted components in  a dashboard by either clubbing different components into a single one or dividing one dashboard into two.

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In Salesforce, the role that dashboards play in assisting clients in understanding the patterns and information is notable. Various clients have various consents to get information and the dashboard just shows information which the running client can avail. At the point when your sales reps open the dashboard, they see information pretty much all open doors rather than just their chances. Reports give all information that appears in a dashboard. While reviving the dashboard, every single information giving report must run. It is shared through folders. Inorder to make the dashboard function effectively, it should rely on accurate source reports which should be refreshed. updated and stored using accurate measures which in turn boosts its performance.

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Ishan Gaba
Ishan Gaba
Research Analyst
Ishan is an IT graduate who has always been passionate about writing and storytelling. He is a tech-savvy and literary fanatic since his college days. Proficient in Data Science, Cloud Computing, and DevOps he is looking forward to spreading his words to the maximum audience to make them feel the adrenaline he feels when he pens down about the technological advancements. Apart from being tech-savvy and writing technical blogs, he is an entertainment writer, a blogger, and a traveler.