Further ways to customise your dashboard
Enable different user features
Provide convenience and ease of use by enabling different user interface features for reports and dashboards.
These features don’t affect your data but can provide a more user-friendly experience:
Let users see report headers while scrolling (Classic only)
Help users find dashboards quickly (Dashboard Finder)
Exclude the confidential information disclaimer from reports
Hide the Embedded Salesforce Classic Report Builder in Lightning
If you haven’t already, removing the visibility of the Salesforce Classic egypt country code for whatsapp report builder, it maintains the sleekness of the complete Lightning experience. Salesforce data can be analysed intuitively within Lightning
Hide by following these steps:
Navigate to Setup and search Reports in the Quick Find box and select Reports and Dashboards Settings.
Select Hide the embedded Salesforce Classic report builder in Lightning Experience.
Click Save.
Set Up Historical Trend Reporting
Historical trend reporting allows you to track how field values have changed over time. If you need to track changes that happen day-to-day, this is the perfect feature for you.
Historical reporting gives you 5 snapshot dates and the option to trace up to 8 fields on the Opportunity object and up to 3 custom objects.
Once this is enabled, a new report type is available when you create future reports.
Follow our step-by-step below:
Navigate to Setup, search Historical Trending in the Quick Find box.
Select Historical Trending.
Then select the object that you want to do historical trend reporting on. You can then select one object from: Opportunities, Cases, Forecasting Items, and up to 3 custom objects.
Select Enable Historical Trending.
Optional: As retaining historical data increases storage requirements, you can select the data you want to capture.
Use the filters under Configure Data for Opportunities, Cases, and custom objects. For Forecasting Items, the available data is preselected.
These fields are preselected for Forecasting, however, you can select Opportunity fields. 5 fields are preselected: Amount, Close Date, Forecast Category, Probability, and Stage. You can add 3 more.
Click Save.
If you’re having troubles customising your Salesforce dashboards, or in Sales Cloud in general – we’re here to help. Feel free to send us a message about our Salesforce consulting and admin support options.
The ability to build a dashboard from scratch (in Lightning Experience) means customising and displaying data exactly as you need it, thereby delivering key analytics to users right away. This makes reporting easier and user-friendly.
Ready to explore the world of Salesforce dashboards and how to leverage their potential to drive success in your business? Before we jump into instructions for building, let’s cover the basics of an effective dashboard.
Design an effective Salesforce dashboard
Creating a compelling Salesforce dashboard is an art and science. Follow this process to design a dashboard that does what you need.
Define your objectives: Before you start building your dashboard, determine your specific goals. What do you want to achieve with this dashboard? Understanding your objectives is the first step to success.
Choose the right metrics: Document the most relevant metrics that align with your business objectives. These should be KPIs that provide insights into performance and help you track progress.
Data source and integration: Ensure your data sources are integrated with Salesforce. Data should flow seamlessly into your dashboard. Leverage Salesforce Connectors and in