We are a financial company offering a range of services to various organizations. We would like to integrate a live rate and chart for Qatar gold prices into our dashboard. Here is the link for reference. What steps should we take to achieve this? Do we need to create a separate report and then integrate it into the dashboard?
You can integrate live gold prices into Salesforce without building a separate report first. The usual approach is to bring the data in through an external service, then surface it on the dashboard.
A few practical steps:
Get a reliable data source/API – choose a provider that returns live gold rates and historical values in a structured format (JSON/REST). This is the foundation; without it, nothing else works cleanly.
Connect it to Salesforce – use External Services, Apex callouts, or a middleware tool (MuleSoft, Zapier, etc.) to pull the data on a schedule. For charts, you'll typically store snapshots in a custom object so Salesforce can render trends.
Build the dashboard component – once the data is in Salesforce, you can add it to a Lightning dashboard as a report chart or a custom LWC component. No need to create a separate report outside Salesforce first.
Automate refresh – set a scheduled job so the rates update in near real-time rather than manually.
On the Qatar vs Turkey point: if you're also benchmarking regional gold trends, it's worth noting that sources like Gold Prices in Turkey do a good job of showing how local currency movement affects gold pricing — useful reference if you're comparing Gulf and non-Gulf markets. But for your Qatar dashboard, you'd want a Qatar-specific feed.
Short answer: no separate report needed — integrate the API, store snapshots, then visualize in the dashboard.
