I also need to add a new component, I think it is, to an existing dashboard. I've looked through the help and training and also the Q&A forums and haven't been able to find what I need.
I know this is basic stuff, but I'm definitely still a newbie.
Thank you!
13 risposte
Ran into this every quarter when we spun up regional copies of the same dashboard.
Save As gives you a new dashboard pointing at the old reports, which is almost never
what you want.
What we did before: Save As on all the reports into the new folder, clone the
dashboard, then click through every component swapping the source. An hour if the
dashboard is big.
I eventually built a Chrome extension to do it, copies the dashboard and its reports
and connects them up.
https://sf-report-manager.com/clone-salesforce-dashboard-with-reports.html
It's mine, so obviously biased. The manual route above is fine if it's a one time thing.
