Dashboards in Salesforce are transforming how data insights are accessed and utilized, driving better decision-making for businesses.
1. Understanding Dashboards
– Dashboards offer a visual representation of key data, bringing clarity and insight from multiple Salesforce reports.
– With the integration of widgets like charts, tables, rich text, and images, dashboards become powerful tools for tracking trends and performance.
2. Key Components and Best Practices
– Choose from widget types based on your reporting needs: charts/tables for data visualization, rich text for context, images for branding.
– Select appropriate chart types—such as gauge or donut charts—depending on your data, to improve understanding and engagement.
3. Dashboard Creation Process
– Ensure reports are comprehensive with necessary groupings; groupings are crucial for component availability.
– Construct dashboards using varied components to present data effectively, enhancing user experience with logos and instructions.
4. Advanced Features for Enhanced Utility
– Utilize the ability to change dashboard ownership to maintain consistency amid personnel changes.
– Leverage the “View Dashboard As” feature to manage data access based on user roles and needs.
5. Optimizing User Experience
– Implement filters for tailored data views; guide users to add dashboards as tabs for convenient access in the Lightning app.
– Encourage exploration of AppExchange packages for ready-made dashboard templates to inspire design.
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Keep dashboards dynamic and user-focused, constantly evaluate features and limits, and stay updated to maximize their effectiveness.
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Source from salesforceben(dot)com