Reports and dashboards in salesforce:
1. What are different types of reports?
Summary and Matrix reports
3. What all things are not supported in joined reports?
The following items aren’t supported in joined reports, and aren’t converted:
Bucketing lets you quickly categorize report records without creating a formula or a custom field. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.
You can add up to five bucket fields per report, each with up to 20 buckets. Only numeric, picklist and text field can be used for bucketing. Other data types are not supported.
5. Can we create a formula type in reports?
Yes.
Formula are not available in tabular reports but available for other report types.
Formula can be only in number, currency and percent format.
- Tabular report. This is the most basic report. It displays just the row of records in a table like format with grand total. Tabular reports cannot be used for generating dashboards.
- Summary report. This is the most commonly type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. For example in a recruiting app, a summary report could be used to display open positions classified by department name.
- Matrix report. This is the most complex report format. Matrix report summarize information in a grid format. Matrix reports allows records to be grouped by both columns and rows.
- Joined Reports: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
Summary and Matrix reports
3. What all things are not supported in joined reports?
The following items aren’t supported in joined reports, and aren’t converted:
- Bucket fields
- Cross filters
- The Rows to Display filter
Bucketing lets you quickly categorize report records without creating a formula or a custom field. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.
You can add up to five bucket fields per report, each with up to 20 buckets. Only numeric, picklist and text field can be used for bucketing. Other data types are not supported.
5. Can we create a formula type in reports?
Yes.
Formula are not available in tabular reports but available for other report types.
Formula can be only in number, currency and percent format.
6. What is a Custom Report Type?
Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports. You build custom report types off of the relationships (master-detail and lookup) between objects so that you can:
You may define which related records from other objects are returned in report results by choosing a relationship to another object.
You can associate up to four objects to a custom report type.
7. What is difference between custom report types and standard report types?
Standard report types are report types which salesforce create itself when we create objects and relationship between them.
Custom report types allow admin to specify what all fields will be available to user while creating a report. Also its provide functionality to associate up to 4 objects.
8. How access to reports and dashboard is controlled in Salesforce?
Access to reports and dashboards are controlled by folder in which they are stored. If user has access to folder then they can run reports present in that folder.
In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects.
Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored but the generated data is not stored.
9. What is analytical snapshot?
Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.
Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.
Setup Analytical reports require a four step process
Dashboards are graphical representation of reports. Dashboards can be generated for summary or matrix reports (and not for tabular reports). Dashboards display data as per last time report was run.
A dashboard can have upto 20 components.
11. Is it possible that data you see on dashboard and data you see on report after drilling down the report on dashboard are different?
Yes.
When a user views the drill-down report for a dashboard component, running user's access permissions determine what data is displayed on the drilldown report. Hence it is possible that data in the drill down report does not match the cumulative dashboard data.
Remember report runs based on current or logged in user and display real time data but dashboard store the information from reports when you refresh dashboard. In order to see real time data on dashboard, refresh the dashboard.
Also dashboard can run based on logged in user or specified user but reports always runs based on logged in user.
12. What are different chart types available for dashboards?
Pie is used to demonstrate proportion of single value against total.
Donut is used to demonstrate proportion of single value against total and also show the total value.
13. What are limitations of salesforce reports?
Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports. You build custom report types off of the relationships (master-detail and lookup) between objects so that you can:
- Choose which standard and custom objects to display to users creating and customizing reports
- Define the relationships between objects displayed to users creating and customizing reports
- Select which objects' fields can be used as columns in reports
You may define which related records from other objects are returned in report results by choosing a relationship to another object.
You can associate up to four objects to a custom report type.
7. What is difference between custom report types and standard report types?
Standard report types are report types which salesforce create itself when we create objects and relationship between them.
Custom report types allow admin to specify what all fields will be available to user while creating a report. Also its provide functionality to associate up to 4 objects.
8. How access to reports and dashboard is controlled in Salesforce?
Access to reports and dashboards are controlled by folder in which they are stored. If user has access to folder then they can run reports present in that folder.
In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects.
Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored but the generated data is not stored.
9. What is analytical snapshot?
Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.
Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.
Setup Analytical reports require a four step process
- Select source report
- Select custom object
- Map source report fields to custom object fields
- Schedule the frequency for taking the snapshots
Dashboards are graphical representation of reports. Dashboards can be generated for summary or matrix reports (and not for tabular reports). Dashboards display data as per last time report was run.
A dashboard can have upto 20 components.
11. Is it possible that data you see on dashboard and data you see on report after drilling down the report on dashboard are different?
Yes.
When a user views the drill-down report for a dashboard component, running user's access permissions determine what data is displayed on the drilldown report. Hence it is possible that data in the drill down report does not match the cumulative dashboard data.
Remember report runs based on current or logged in user and display real time data but dashboard store the information from reports when you refresh dashboard. In order to see real time data on dashboard, refresh the dashboard.
Also dashboard can run based on logged in user or specified user but reports always runs based on logged in user.
12. What are different chart types available for dashboards?
- Vertical column
- Horizontal bar
- Line
- Donut
- Funnel
- Pie
Pie is used to demonstrate proportion of single value against total.
Donut is used to demonstrate proportion of single value against total and also show the total value.
13. What are limitations of salesforce reports?
- Support for trend analysis in Salesforce is fairly limited.
- User Interface of Salesforce reports and dashboards is fixed. Salesforce does not support pixel perfect report.
- Salesforce reports do not support importing data from other sources
- When displaying objects and their children, Salesforce does not support reporting on objects that do not have any children.
- If an object has two different related lists, then Salesforce reporting does not support displaying both these related lists together.
Salesforce trend data (Analytic Snapshot)
Can we have report of data trending in Salesforce? Hmmmm, Salesforce only report current data? But, is there anyway to store historical data so we can use it for reporting?
Yes, if you are using Salesforce Enterprise or Unlimited edition, you can configure Analytic Snapshot
to store historical data, but to note, do not expect old historical data will be available after you configured analytic snapshot. Only historical data for specific analytic snapshot will be available after be configured properly and run.
User with "Manage Analytic Snapshots" permission able to create and configured analytic snapshot. Each edition have limited number of analytic snapshot can be created, so used it wisely.
Here is summary to create and configured analytic snapshot:
1. Create source report, this report type should be only tabular or summary.
Please note, number of records will be created in target object will be the same with how many records in report result. For tabular report, it will be one to one, and for summary report, it will be by group summary or grand summary. If you choose grand summary, it will always create only 1 record in target object.
2. Create target object, this would be a custom object in Salesforce. Make sure target object must not be included in a WORKFLOW.
3. Create fields in target object, by default analytic snapshot will give us 3 information that we can capture into fields in target object: Analytic Snapshot Name, Analytic Snapshot Running User, Execution Time. Try to create field name similar or represent data will be created from source report.
4. Create the analytic snapshot, from Setup - Administration Setup - Data Management - Analytic Snapshots. You need to enter: Analytic Snapshot Name (Job name), Running user, Source Report, Target Object, and Description (optional).
5. Map Fields from Source Report to Target Object, in this step if your source report type is summary, you need to select grouping level. Applicable source report field will be available for each target object, it is based on field type.
6. Create Schedule, you can set to email analytic snapshot to yourself, other user or to a group. And select frequency on daily, weekly and monthly basis. Available start time will be show in this screen.
After analytic snapshot has been run for few times, you can build report to show the trend.
For more information on analytic snapshot, click Salesforce documentation.
Monitoring
Lastly, you can monitor ALL Analytic Snapshot in your Salesforce instance from Setup - Administration Setup - Monitoring - Scheduled Jobs. Create new view with Type equal to 'Analytic Snapshot'. It will show the Job Name, Submitted By, Submitted Date, Started Date, and Next Scheduled Run. If Next Scheduled Run is blank, meaning that 'Analytic Snapshot' is no longer active.
Yes, if you are using Salesforce Enterprise or Unlimited edition, you can configure Analytic Snapshot
to store historical data, but to note, do not expect old historical data will be available after you configured analytic snapshot. Only historical data for specific analytic snapshot will be available after be configured properly and run.
User with "Manage Analytic Snapshots" permission able to create and configured analytic snapshot. Each edition have limited number of analytic snapshot can be created, so used it wisely.
Here is summary to create and configured analytic snapshot:
1. Create source report, this report type should be only tabular or summary.
Please note, number of records will be created in target object will be the same with how many records in report result. For tabular report, it will be one to one, and for summary report, it will be by group summary or grand summary. If you choose grand summary, it will always create only 1 record in target object.
2. Create target object, this would be a custom object in Salesforce. Make sure target object must not be included in a WORKFLOW.
3. Create fields in target object, by default analytic snapshot will give us 3 information that we can capture into fields in target object: Analytic Snapshot Name, Analytic Snapshot Running User, Execution Time. Try to create field name similar or represent data will be created from source report.
4. Create the analytic snapshot, from Setup - Administration Setup - Data Management - Analytic Snapshots. You need to enter: Analytic Snapshot Name (Job name), Running user, Source Report, Target Object, and Description (optional).
5. Map Fields from Source Report to Target Object, in this step if your source report type is summary, you need to select grouping level. Applicable source report field will be available for each target object, it is based on field type.
6. Create Schedule, you can set to email analytic snapshot to yourself, other user or to a group. And select frequency on daily, weekly and monthly basis. Available start time will be show in this screen.
After analytic snapshot has been run for few times, you can build report to show the trend.
For more information on analytic snapshot, click Salesforce documentation.
Monitoring
Lastly, you can monitor ALL Analytic Snapshot in your Salesforce instance from Setup - Administration Setup - Monitoring - Scheduled Jobs. Create new view with Type equal to 'Analytic Snapshot'. It will show the Job Name, Submitted By, Submitted Date, Started Date, and Next Scheduled Run. If Next Scheduled Run is blank, meaning that 'Analytic Snapshot' is no longer active.
Salesforce list all dynamic dashboard
Dynamic dashboard is great to enable each user to see the data they only have access to or their team have access to, without the need to create separate dashboard using a fix user "viewing as".
But, each organization can have up to 5 dynamic dashboards for Enterprise Edition and 10 dynamic dashboards for Unlimited Edition, additional dynamic dashboards may be available for purchase separately.
So, it important for system admin to track all dashboards configured as dynamic dashboard. Many admin do not sure how to track or list down all dashboards configured as dynamic dashboard.
Here we go
1. Create a custom report type with primary object = Dashboards
2. Create new report using report type created in Step 1
3. Add filter of "Dashboard running user" NOT EQUALS TO "Run as specified user"
4. Run the report. You will see it will only show Dashboard Running User with data equal to 'Let authorized users change running user' and 'Run as logged-in user'
But, each organization can have up to 5 dynamic dashboards for Enterprise Edition and 10 dynamic dashboards for Unlimited Edition, additional dynamic dashboards may be available for purchase separately.
So, it important for system admin to track all dashboards configured as dynamic dashboard. Many admin do not sure how to track or list down all dashboards configured as dynamic dashboard.
Here we go
1. Create a custom report type with primary object = Dashboards
2. Create new report using report type created in Step 1
3. Add filter of "Dashboard running user" NOT EQUALS TO "Run as specified user"
4. Run the report. You will see it will only show Dashboard Running User with data equal to 'Let authorized users change running user' and 'Run as logged-in user'
Salesforce how to check schedule reports
Salesforce.com report allow users to schedule reports run and deliver to their email or a group of users.
It is very simple and with just a few clicks and user can set it up.
It is very simple and with just a few clicks and user can set it up.
This feature only available for user with Scheduled Reports permission enable in their user profile or user with added Permission Set contain Scheduled Reports permission.
But, there is maximum of reports can be scheduled for each organisation depend on their Salesforce edition use, from Professional, Enterprise and Ultimate. For more information on the limitation, look here.
Because of this limitation, system administrator need to know all reports is scheduled. It is very take time if you would like to check each report if you have hundreds or thousands of report in your company. Salesforce profile a simple way to check scheduled reports if you are system administrator or users with permission “View Setup and Configuration”.
Here we go:
To see all scheduled reports for your organization, click Your Name | Setup | Monitoring | Scheduled Jobs. Please note that in that section you will see all the scheduled jobs (dashboard refresh, data export, etc). However, you can simply create a list view in order to display only jobs where Type EQUALS "Report Run".
The same way you can monitor schedule jobs for:
The same way you can monitor schedule jobs for:
- Data Export
- Dashboard Refresh
- Analytic Snapshot
- Scheduled Apex
- Batch Job
Chatter usage and activity report
For organisation using Chatter, you may need and interested to know how Chatter usage in your company.
1. Chatter Usage Dashboards
This is free app from AppExchange, you can install from this link
From this dashboard you can see:
- top 10 most popular users
- top 10 most popular groups
- number of chatter groups (private vs public)
- total User feed & group feed
- top users post to group
- etc
2. Chatter Activity and Influence report
Create custom report type
Click on Setup - Create - Report Types - New Custom Report Type and choose "Chatter Activity" object. Give it a name "Chatter Activity and Influence" and store it in the folder of your choice. You can then go to the Reports Tab and find the report type you just created and click on Create.
1. Chatter Usage Dashboards
This is free app from AppExchange, you can install from this link
From this dashboard you can see:
- top 10 most popular users
- top 10 most popular groups
- number of chatter groups (private vs public)
- total User feed & group feed
- top users post to group
- etc
2. Chatter Activity and Influence report
Create custom report type
Click on Setup - Create - Report Types - New Custom Report Type and choose "Chatter Activity" object. Give it a name "Chatter Activity and Influence" and store it in the folder of your choice. You can then go to the Reports Tab and find the report type you just created and click on Create.
Improve Salesforce report performance
Salesforce.com report is a simple, yet very powerful feature. Out-of-the-box, it come with multiple type of reports, and admin can create more custom report type as needed. With report builder introduce few years back, it even easier to use and more user friendly.
But, sometimes you may found that report take sometimes to load, or time-out (although this is very rare happened).
What is the caused?
1. Too many columns in report
Just add columns as needed. More columns to display will take more time to run report. You also can hide details, when it needed, just click "Show Details" button.
2. Too many records
Set report filter criteria correctly and efficiently, you can add multiple criterias and time frame.
3. Inefficient filters
Contain and Does Not Contain take longer time to load report.
Report using AND will load faster than OR.
If you have tune everything above and it still slow, you can schedule report for future run and email it to you daily or weekly.
A few points about analytical snapshots
The following are some noteworthy points about analytical snapshots:
But, sometimes you may found that report take sometimes to load, or time-out (although this is very rare happened).
What is the caused?
1. Too many columns in report
Just add columns as needed. More columns to display will take more time to run report. You also can hide details, when it needed, just click "Show Details" button.
2. Too many records
Set report filter criteria correctly and efficiently, you can add multiple criterias and time frame.
3. Inefficient filters
Contain and Does Not Contain take longer time to load report.
Report using AND will load faster than OR.
If you have tune everything above and it still slow, you can schedule report for future run and email it to you daily or weekly.
Reports and Dashboard limitations in salesforce.
Reports and Dashboard limitations in Salesforce.
The following are some noteworthy points about reports:
- You can create a dashboard only from the matrix and summary reports.
- A maximum of 2,000 rows will be displayed in a report. To view all the rows, export the report to Excel, or use the printable view for tabular and summary reports. For joined reports, the export option is not available, and the printable view displays a maximum of 20,000 rows.
- In the report builder, up to 20 rows will be displayed for summary and matrix reports and up to 50 rows for will be displayed in the tabular report.
- You can use five formulas per report.
- You can use up to 20 field filters in a report.
- To set the maximum number of records to display in a tabular report, click onAdd and select Row Limit in a report builder.
- By default, reports time out after 10 minutes. You can contact Salesforce.com support to extend the time-out limit to 20 minutes for tabular, summary, and matrix reports, but no extension is available for joined reports. It will continue to time out after 10 minutes.
- Reports will show only the first 254 characters in a rich-text area or a long-text area.
A few noteworthy points about dashboards
The following are the noteworthy points about dashboards:
- A dashboard filter can have up to 50 options. By default, 10 options areenabled. If you want to enable more, contact the Salesforce.com support team to extend your limit.
- Each dashboard can have up to 20 components.
- A dashboard table or chart can display up to 20 photos.
- You must wait at least one minute between dashboard refreshes.
A few points on the report and dashboard schedule
The following are some noteworthy points about the report and dashboard schedule:
- If the running user becomes inactive, the report is not run. The systemadministrator will get an e-mail notification to either activate the user or delete the report scheduled, or change the running user to an active one inthe scheduled report.
- The limit for scheduled reports per organization is one or two based on editions.
- An organization is limited to 200 scheduled reports and dashboards.
- Daily limits differ by edition. You can purchase additional schedule reports or dashboards.
- A joined report can't be scheduled for future runs.
- Scheduled reports run in the time zone of the user who set up the report schedule. Let's take an example. If the Time Zone field on your user record is set to Indian Standard Time, and you schedule a report to run every day at 3:00 PM, then the report runs every day between 3:00 PM and 3:29 PM as per Indian Standard Time.
- The maximum size for e-mailed reports is 10 MB
- For Enterprise Edition, you are only permitted one dashboard refresh per user, per hour, and for Unlimited Edition this limit is two. If you want to increase this slot, you have to purchase additional refresh slots. To do that, contact the Salesforce.com support team.
A few points about analytical snapshots
The following are some noteworthy points about analytical snapshots:
- The maximum number of rows you can insert into a custom object is 2,000
- The maximum number of runs you can store is 200
- The maximum number of source report columns you can map to target fields is 100
- You can only schedule one analytic snapshot to start on any given day on Professional Edition
- An analytic snapshot will fail during a scheduled run if the source report includes more than 100 fields.
- An analytic snapshot will fail during a scheduled run if the target object isincluded in a workflow
Interview questions on Reports and Dashboard in salesforce
1. What is Report?
To summarize the information of an object we use reports.
2. What are the types of Reports?
Tabular (Displays records just like a table)
Summary (we can summarize the information based on certain fields)
Matrix (we can summarize the information in two dimensional manner, both rows and columns)
Join (we can summarize information in different blocks on the same object and the related objects)
3. How many blocks we can create for join reports?
5 blocks.
4. How many maximum groupings we can do for summary, matrix and join reports?
3 groupings
5. What is bucketing in reports?
Bucket field in Reports in Salesforce is used to group values to the name we specify.
1. Picklist
2. Number
3. Text
6. How many records we can display on page for a report?
We can display up to 2000 records on a page. If more records are there to display we cannot see those through user interface. If you export the records to a excel sheet then you can export all records.
7.Can we mass delete reports using Apex (Anonymous Apex)?
Salesforce has not exposed any API for Reports. So best way is :
Move all reports needs to delete in new folder.
Inform everyone that reports will be deleted after some time may be 30 days.
Import your reports folder in Eclipse including all reports to be deleted and then delete the the reports folder in eclipse. It will delete all the reports at once.
8.Explain what is dashboard?
Dashboard is the pictorial representation of the report, and we can add up to 20 reports in a single dashboard.
9.What are the different Dashboard Components?
Salesforce dashboard components are used to represent data. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard.
10.Is it possible to schedule a dynamic dashboard in Salesforce?
No, it is not possible to schedule a dynamic dashboard in Salesforce.
11.Which type of report can be used for dashboard components?
Summary and matric report.
12.Explain dynamic Dashboard?
Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.
Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards.
They are
1.Run as specified User.
2.Run as Logged-in User.
To summarize the information of an object we use reports.
2. What are the types of Reports?
Tabular (Displays records just like a table)
Summary (we can summarize the information based on certain fields)
Matrix (we can summarize the information in two dimensional manner, both rows and columns)
Join (we can summarize information in different blocks on the same object and the related objects)
3. How many blocks we can create for join reports?
5 blocks.
4. How many maximum groupings we can do for summary, matrix and join reports?
3 groupings
5. What is bucketing in reports?
Bucket field in Reports in Salesforce is used to group values to the name we specify.
A
bucket field lets you group related records together by ranges and segments,
without the use of complex formulas and custom fields. Bucketing can thus be
used to group, filter, or arrange report
data. When you create a bucket field, you need to define multiple categories
(buckets) that are used to group report values.
The
advantage is that earlier, we had to create custom fields to group or segment
certain data.
It can group only the below data types fields1. Picklist
2. Number
3. Text
6. How many records we can display on page for a report?
We can display up to 2000 records on a page. If more records are there to display we cannot see those through user interface. If you export the records to a excel sheet then you can export all records.
7.Can we mass delete reports using Apex (Anonymous Apex)?
Salesforce has not exposed any API for Reports. So best way is :
Move all reports needs to delete in new folder.
Inform everyone that reports will be deleted after some time may be 30 days.
Import your reports folder in Eclipse including all reports to be deleted and then delete the the reports folder in eclipse. It will delete all the reports at once.
8.Explain what is dashboard?
Dashboard is the pictorial representation of the report, and we can add up to 20 reports in a single dashboard.
9.What are the different Dashboard Components?
Salesforce dashboard components are used to represent data. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. We can use up to 20 components in single dashboard.
10.Is it possible to schedule a dynamic dashboard in Salesforce?
No, it is not possible to schedule a dynamic dashboard in Salesforce.
11.Which type of report can be used for dashboard components?
Summary and matric report.
12.Explain dynamic Dashboard?
Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.
Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards.
They are
1.Run as specified User.
2.Run as Logged-in User.
Before
we understand dynamic dashboards, let us first understand static dashboards.
Static dashboards are the basic dashboard types that will be visible to any
user who has made a report out of his data. An example of this is what a Sales
manager/ Marketing manager would be able to see on his Salesforce org. In other
words, a normal dashboard shows data only from a single user’s perspective. Now
comes the concept of dynamic dashboards.
Dynamic
dashboards are
used to display information which is tailored to a specific user. Let us
consider the same example as above. In case the Sales manager wants to view the
report generated specific to only one of his team members, then he can use
dynamic dashboards.
You
can use dynamic dashboards when you want to show user-specific data of a
particular user, such as their personal quotas and sales, or number of
case closures, or leads converted etc.
You can also use a normal/ static dashboard when you want to show regional or organization-wide data to a set of users, such as a particular region’s sales number, or a particular support team’s performance on case closures.
You can also use a normal/ static dashboard when you want to show regional or organization-wide data to a set of users, such as a particular region’s sales number, or a particular support team’s performance on case closures.
As
far as the second part of the question is concerned, no we cannot schedule a
dynamic dashboard. That is because whenever we open the dashboard, it will show
the data generated in real-time.
How to give Reports access to another user in Salesforce?
Add the reports to a folder and give folder access to a Public Group where those users are added.
What is the best way to move reports and dashboards across organizations?
The best way to move reports and dashboards across organizations is Change set.
Dashboards in Salesforce.com
Dashboard is an amazing medium by which the companies whole information can be shared with the CEO as a SCREENSHOT. Some important things to know about Dashboard are:
*With Dashboard a user can even see the information to which he does not has the access, Thanks to the concept of Running User - ADM 201, CON 201, DEV 401 Certification Question
*One can have only 2 or 3 columns in a Dashboard - ADM 201 Certification Question
*In Home, Dashboard component you only see the FIRST ROW of the source dashboard - ADM 201 certification question
*You can restrict the access to a dashboard by restricting the access to a folder in which that dashboard is placed
*Dashboards can be scheduled to run any time during a day and you can get them delivered via an Email
*Dashboards can only be created with custom reports as the source reports. One can not have the standard reports as the source reports for the Dashboard – ADM 201 Certification Question
*Only 20 components can be added to a dashboard - ADM 201 Certification Question
*Deleted Dashboards can be retrieved from the Recyclebin
No comments:
Post a Comment