This video provides an introduction to the course and a visual walk-through of the topics it covers, including ways to use reports, permissions, the drag-and-drop dashboard builder, and sample dashboards.
- [Instructor] Dashboards allow you to both visualize…and access your Salesforce data from underlying reports.…Dashboards provide insights,…and you can share these insights with people on your team.…They come with easy to comprehend visual formats…using charts, tables, gauges and other powerful tools.…They answer questions by returning the data you need…in limitless ways and combinations.…Dashboards are organized in folders…with access permissions that you control.…The user permissions required…to create, edit and delete dashboards…are going to be create and customize dashboards…and run reports.…
Your Salesforce administrator will need to…enable these permissions in your profile,…or extend this access using a permission set.…Salesforce's dashboard builder uses…a drag and drop visual technology…that requires no declarative programming code.…Salesforce comes complete with sample dashboards built in…that can be used as the mother of other dashboards.…Dashboards are built using reports…so the underlying data is dynamic,…
Released
10/17/2017- Capturing quality data
- Working with dashboard folders
- Selecting different chart types
- Using dashboard filters
- Limiting data visibility with the Salesforce role hierarchy
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Video: Dashboard introduction