Hi, Can someone suggest to me how to change the standard dashboard logo.
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I want to have sales goals on each team member dashboard, preferably in a gauge chart. For example, the Sales Manager's sales goal should be the total of a team goal. I can set up the dynamic ranges for gauge charts for the sales team and Sales Manager. Is there a way to make one chart that shows the total sales revenue and have the chart's scale adjust for whoever is logged in?
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Feb 7, 2022, 7:49 PM Hello Raj,
On the dynamic dashboard component, select the user object. You'll need to create a custom field on the user object, and update each user's individual goal on their user object. Each user can have their own goal.
User is not able to create folder on dashboard as 'New Folder' command button is not visible. Is there any way to provide access to that button to appear on dashboard?
e.g.
expected 'New Folder' button should be visible to the user:
Nov 27, 2021, 4:31 AM Hi
the folder "New Button" is a permission issue. You need to check all possible permissions on Folders. (System Permissions, Folder Sharing Level, Folder Access)
Hi Trailblazers,
I built some cool dashboards to automatize our sales reporting.
But the email received only includes 20 lines of preview. As a result, the dashboard subscription is not a good solution for us. I would need to automatically send to certain people the entire dashboard, including all the lines of reports (max 50 lines per report).
Any way to do that?
Thanks!
Nov 9, 2021, 7:27 PM Hi there,
Unfortunately it is not possible but the idea of yours is best you can merge your idea on the idea exchange but for the use case you need to write a custom code.
Thanks
I was wondering if there was a way you can amend the ordering of the tiles in subscribed emails from Lightning dashboards?
Currently the tiles get presented in a vertical format (reading down from the dashboard - rather than horizonal (left to right)). So, if there is a way for the tile ordering to be changed to work horizontal in the subscription, that would be great.
#Reports & Dashboards #Lightning Dashboard
Sep 13, 2021, 5:20 PM Hi Ollie,
I have struggled with this same issue about a year or 2 ago. If they haven't added to the functionality, which I don't think, all you can do is actually build out the dashboard so it reads well in the email (start with top right module, then go down, then column by column from right to left).
This then makes the actual dashboard in Salesforce quite unintuitive to read, which means I ended up creating 2 separate dashboards with the same data but different module arrangement.
Let me know if you have any more questions!
Martin
Tom Bassett (Vera Solutions) Forum Ambassador
Aug 25, 2021, 7:20 PM Hello,
There is a Idea calling for this functionality here;
https://trailblazer.salesforce.com/ideaView?id=08730000000Do0VAAS
In the meantime if you go into Setup > Scheduled Jobs you will be able to see the 'Reporting Notifications' there.
I'm just trying to work out if you can get the Dashboard from the Job Name, give me a few more minutes and I'll revert.
Thanks, Tom
Hi,
I am the salesforce admin for two orgs. The second org that I assist with is only a few months old and I'm running into some issues that I didn't see with my first org experience.
I've created a couple of dashboards to allow the users to track their adoption into SF and for some reason when I try to subscribe a standard user to them, it doesn't give me the option to. When I go to Subscribe and click Edit Recipients the only users I am given the option to add are the other two System Administrators.
I had this issue when I wanted to add the standard user to a report subscription and after doing some research I learned that the "Subscribe to Dashboard" and "Subscribe to Reports" were not checked in their profiles.. After fixing this, I was able to successfully subscribe my users to reports, so I'm not sure why I still cannot subscribe them to a dashboard.. Any thoughts?
#Lightning Dashboard #Lightning Report Subscription #Sales Cloud
Jul 2, 2021, 4:16 PM It's probably because that user doesn't have access to the Dashboard Folder.
What happens if you log in as that user and try to run the Dashboard?
Posting here so I can get help with Dashboard/Report because I can't add snapshot to my request under "Answers":
How to display values on Lightning Dashboard component for Matrix report?
I've created a Matrix report that allows displaying of Current and Previous year commissions as two lines across a graph for the year. If you mouse over any point on the line, above a month, it displays the Amount at that point. NOTE: the line is accumulative... I would like to have the Value at each month display without having to mouse over it. When creating the Graph on the report or from Dashboard, I don't see where I can check a box to show "Values" or a Grand Total for each line. I've attached a snapshot of the "graph" to this posting. Can anyone help me?
Also, here's a link to the Question so that answers can be posted and marked to Best Answer...if possible.
https://trailblazers.salesforce.com/answers?id=9064S000000DZjpQAG
Feb 3, 2021, 3:53 PM Here is snapshot of the Report in "Edit".
Relative date range question:
Context:
- I'm trying to build a filter in a Lightning Dashboard (so I don't have access to Filter Logic)
- Right now it is Q2
- I want to use a relative date range filter to just see Q4 (i do not want to include Q3)
- I really want to avoid hard coding dates... I'd love to build something that just always showed just the quarter after next quarter
What I've tried:
- NEXT n QUARTERS
- NEXT n FISCAL QUARTERS
Is there a relative date filter I'm not thinking of? Could I do something creative with the operator 'between'? help pleaseee
Reference: https://help.salesforce.com/articleView?id=filter_dates_relative.htm
Hi all. We are in the process of migrating to Lighting and one of the things we're noticing is how a dashboard table component looks in Classic vs. how it looks in Lightning, specifically to the data. What I mean is, we have a dashboard with a table component and in Classic it shows certain data that is different than what we're seeing in Lightning. The other thing I'm seeing is that in Lightning I can't even edit this component. Attached are screen shots of the same component, in the same environment, but one in Classic and the other in Lightning. The Members and Groups columns are report formulas that were built a while ago in Classic. I'm also attaching the actual report formula in Classic to show what we've got going on. What am I missing here? Do I need to adjust the decimal places in Classic? If so, why is it different between Lightning and Classic? If anyone can shed any light on this or provide some help, I would greatly appreciate it. Thanks!
Jan 22, 2020, 5:40 PM Unfortunately you're gonna have to create a Formula(Text) field on the object like this
Datatype = Formula
Result = Text
Formula =
TEXT(YEAR( Effective_Date__c ))
or
TEXT(YEAR( Effective_Date__c ))
+"-"+
LPAD(TEXT(MONTH( Effective_Date__c )),2,"0")