This video provides general information about the use of Salesforce dashboards, and walks you through one sample dashboard.
- [Instructor] Salesforce dashboards provide abundant…and relevant information for users and teams.…If it can be reported, it can be assembled into a dashboard…with quick links to the underlying reports…that build the dashboards themselves.…Dashboard enhance success and adoption…within Salesforce teams.…Let's get started building a dashboard.…Let's go click on the App Launcher here…on the left-hand side, and we'll scroll down to Dashboards,…and we'll click on that.…On the left-hand side are categories of dashboards…and folders here.…
Let's go ahead and click on New Dashboard.…That's over here on the right-hand side,…and we'll give our dashboard a name.…Let's remove the folder that's here,…and we'll go ahead and put this dashboard…in the Company Dashboards folder.…Then we'll click Create.…Now we've got a nice, clean slate to work with.…This pencil over here allows us…to rename our dashboard at any time if we'd like to.…Let's add some components.…Click Component.…
We can search or browse reports,…and dashboards are built from reports,…
Author
Christopher Matthew Spencer
Released
8/31/2017- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Dashboards