WebIf you change it to Parent Account, then when a user applies the Account Name filter on the dashboard, this component is filtered by Parent Account. For the component based on the Cases object, Account Name is the default field, but you can change it to Parent Account or Contact Account Name. WebMeet the dashboard builder, your way to visualize your data for easy consumption at-a-glance. Launch the dashboard builder from the Dashboards tab by clicking New Dashboard. Enter a name for your dashboard and click Create. Insert a component onto your dashboard by clicking + Component, or add a filter by clicking + Filter [1].
Ability to Multi-Select Dashboard Filter Values & use
WebEssentials. Salesforce Essentials lets you see all of your customer information in one place. Sell smarter and faster with built-in intelligence, and provide personalized service to every customer. Build reports and dashboards to fit your needs so you can dynamically visualize your company’s vital data, such as deals won and cases closed. WebOpen the dashboard you want to filter and click Edit. Click Add Filter. Next you need to specify the fields you want to use to filter the dashboard. Enter a field name or select it from the Field list. Components in the … rawsons mulch and more
Build Awesome Dashboards with Master Source Reports …
WebOrdered array of filters for this dashboard. The dashboard can have 0-3 filters. folderId: String: ID of the folder that contains the dashboard. id: String: Unique identifier of dashboard. layout: Layout: Component layout for this dashboard. maxFilterOptions: Integer: The maximum number of values allowed in a dashboard filter. name: String WebBuild a Salesforce Classic Dashboard Filter a Dashboard Dynamic Dashboards: Choose Who People View a Dashboard As Subscribe to or Schedule Dashboards Link from Dashboard Components in Lightning Experience Work with Dashboards Organize Dashboards Why Doesn't My Dashboard Display the Data I Expect? Improve … WebDec 1, 2024 · 4. Filter On-the-Fly with Dynamic Reports. Users do not need to edit the entire report if they need to view it with a different filter applied. With the Lightning … rawson soccer field putnam ct