- What are the components of a dashboard?
- How do I customize my dashboard in Salesforce?
- What is a static dashboard?
- Can we schedule dynamic dashboards?
- Which of the following are valid dashboard components?
- What are different types of reports in Salesforce?
- What is a bucket field?
- Which three standard chart types can be placed on a Salesforce dashboard?
- What is a dynamic dashboard?
- How many columns can be added in a dashboard?
- What is conditional highlighting for reports?
- How many components can a Salesforce dashboard have?
- How do I create a dashboard component in Salesforce?
- What is the purpose of a dashboard?
What are the components of a dashboard?
One dashboard can contain up to 20 components.
Each component can be present in the form of a chart, table, or matrix….ComponentsHorizontal bar chart.Vertical bar chart.Line chart.Pie chart.Donut chart.Funnel chart.Scatter chart..
How do I customize my dashboard in Salesforce?
To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.
What is a static dashboard?
So what is a static Dashboard? A dashboard where you build the charts first and then punch data inside the charts. Later when you have new updates, you come back and edit the data directly. You can use these kind of simple dashboards without any technical knowledge.
Can we schedule dynamic dashboards?
You can’t schedule refreshes for dynamic dashboards. They must be refreshed manually.
Which of the following are valid dashboard components?
These components include Horizontal Bar Chart, Vertical Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, Gauge, Metric, Table, Visualforce Page, and S-Control. A Custom Report Type is not a valid Dashboard Component.
What are different types of reports in Salesforce?
There are four types of reports you can create in Salesforce, Tabular, Summary,Matrix and Joined Reports. Each are best suited for showing different types of data depending on what you want out of a report.
What is a bucket field?
A Bucket field helps you to group related records together by ranges and segments, without the use of complex formulas and custom fields. Bucketing can 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.
Which three standard chart types can be placed on a Salesforce dashboard?
standard chart type can be placed on the salesforce dashboard are following:Bar Charts. A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. … Column Charts. … Line Charts. … Pie Charts. … Donut Charts. … Funnel Charts. … Scatter Charts.
What is a dynamic dashboard?
Definition of Dynamic Dashboards A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How many columns can be added in a dashboard?
The fields you add to the source report chart are the ones available for the table columns in dashboards. Tables show two columns of data by default. They can show totals and up to four columns of data if you customize.
What is conditional highlighting for reports?
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.
How many components can a Salesforce dashboard have?
20 componentsEach dashboard can have up to 20 components.
How do I create a dashboard component in Salesforce?
To create a dashboard that uses this Visualforce page:View the dashboard and click Edit.Click Add Component from the top of any column.Choose a Visualforce Page as the component type.Optionally, enter a header to display at the top of the dashboard component.More items…
What is the purpose of a dashboard?
A data dashboard is an information management tool that visually tracks, analyzes and displays key performance indicators (KPI), metrics and key data points to monitor the health of a business, department or specific process. They are customizable to meet the specific needs of a department and company.