WebNavigate to the Dashboard tab and click New Dashboard. Title your Dashboard and put it in a folder. If you choose to keep the dashboard in your private folder, no other users will be … WebMay 15, 2024 · Refresh dashboards to see latest data (however, external users with super user access can)External users with super user access (partner users with the “Partner Super User Access” permission and customer users with the “Portal Super User” permission) can:Be selected for the “Run as specified user” option. Refresh dashboards they have …
Visualize Your Data with Dashboards and Charts - Salesforce
WebMar 9, 2024 · Subscribe to Dashboards: Add Recipients Subscribe to Dashboards: Send to Groups and Roles Subscribe to Reports Subscribe to Reports: Add Recipients Subscribe to Reports: Send to Groups and Roles Subscribe to Reports: Set Running User Subscribing to Reports and Dashboards Watch on Share Reports in Quip WebJul 6, 2016 · 1. Agree with @WaqasSarwar, there is no direct way since Microsoft has not developed any direct API that plug in data from Salesforce to Sharepoint. Just expanding on the answer, there are 3 ways you can achieve this: Integrating using a third party system installed adapter. Integrating using a Microsoft Azure hosted service. lighthouse labs bootcamp reviews
Share a Report or Dashboard Folder in Lightning …
WebSep 6, 2024 · As you may know already, reports and dashboards can only be shared by folders in Salesforce. Starting in Winter ’18, folder managers can share a report or dashboard folder with users, roles... WebSchedule a Dashboard Refresh in Salesforce Classic; Share an Image of a Dashboard Component on Chatter in Lightning... Sort Data in Dashboard Components; Link a Dashboard Component to a Website or Salesforce Record; Color Dashboard Data with … WebWith that in mind, the perfect sales dashboard should have some combination of the following 12 metrics. 1. Leads by source Gain an understanding of where your customers … lighthouse labs data science bootcamp