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In the dashboard app, there is an option to view various dashboards in the recent view and also to search in the following view. Instead of searching for each individual dashboard everytime in the following section, is there a way to save it in this section?
1 件の回答
  1. 2015年4月27日 14:02
    Typically, the idea is going to be that dashboards will consolidate your reports into functional groupings such that you only need a few unique dashboards. 'Recent' Dashboards kind of help give dynamic preference by user so that each person will have easy access to the dashboards they're actually visiting regularly.

     

    That said! There are a few options you have for tracking specific Dashboards:

     

    1. Follow the feed of a Dashboard or its components (https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_follow_components.htm)

     

    This will send you dashboard (or component) updates in your chatter digest--be it nightly or immediately.

     

    2. Direct Dashboard Links

     

    If multiple users should have easy access to a large number of dashboards, you might want to create custom URL links to the dashboards in question and add them to the 'Custom Links' sections of the appropriate objects.

     

    3. Custom Object to store Dashboard Links

     

    If you are the odd man out on needing a static list of multiple dashboards, or if you want users to be able to customize their own lists, you could go so far as to create a custom object to store these links. That could get unwieldy on a user-by-user basis, but if you created a record by team (for example), you could just create a record per group and customize the links section to group that team's relevant dashboards.
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