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By default, Salesforce allows dashboard refreshes only on a daily, weekly, or monthly basis. However, my new article enables you to access real-time information with updates up to the second. You can also customize the dashboard to auto-refresh every minute.

 

Automatically Refresh Your Salesforce Dashboard Every Hour or Minute

After reading this blog, you’ll be able to:

  1. Create a Connected App and Auth Provider.
  2. Create Named Credentials for outbound requests.
  3. Make an outbound HTTP PUT request using Salesforce Flow, eliminating the need for coding.
  4. Manage the outbound request response and implement appropriate actions.
  5. Run an Autolaunched Flow at regular intervals (for example, every 15 minutes, hourly, every four hours, etc.).
  6. Validate the integration and ensure the data flow works correctly.
  7. and much more.

#Salesforce Developer #Certifications #Flow

 

#Salesforce #Sales Cloud #Automation 

3 comentários
  1. 30 de out. de 2024, 23:29

    Wouldn't setting the flow to run every minute use up all the allowed API calls pretty quickly? 

     

    Is there not a way to send the PUT request directly from a screen flow?  I have a button on the Account record that launches a screen flow. The screen flow uses a formula to create a URL to pass filter parameters to the Dashboard and navigate to that URL.  The process works great - but if I click from one Account - view dashboard - then navigate to a different account - click button - view dashboard - the dashboard still contains the (cached) information from the previous Account and the user must click the Refresh button on the dashboard to update to the information that has been passed to the filters via the URL.  I want a way to force this refresh from the flow just prior to - (or I guess just after) the navigation element.  Is this possible?  I was thinking an Apex action that sends the request to Dashboard using the Dashboard id (this could even be hardcoded if necessary) but just once (well once each time the flow button is clicked)

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