Salesforce Adoption Dashboards - Separate partitions

Question

I have downloaded the Salesforce Adoption Dashboards from the appexchange. Ther dashboards seem to be useful, but we have a few seperate parititons (record types) on our one system, and I am an admin of all. Is there a way to use Salesforce Adoption Dashboards for just one of these partitions?

Steve Molis · Answer

You can add a Dashboard Filter and select Record Type as the Filter

Documentation Filter Your Dashboard

https://help.salesforce.com/articleView?id=dashboard_filters_overview.htm&type=0&language=en_US&release=204.11.2

Like this

You can add a Dashboard Filter and select Record Type as the Filter Documentation Filter Your Dashboard https://help.salesforce.com/articleView?id=dashboard_filters_overview.

Salesforce Adoption Dashboards - Separate partitions

Reports & Dashboards

Related Learning

More Help