Learn how to add a new dashboard within a Salesforce account, and then add a bar chart to the dashboard and adjust the chart's settings.
- [Instructor] Let's set up a dashboard from scratch…and add our first chart to it…so you can see how easy it is to make dashboards.…Now, depending on the app layout…for your Salesforce account,…you may see dashboards when resting on the home tab…or you may have to click on the app launcher…up here on the left-hand side…and then select on Dashboards.…Now, on the left-hand side, there are recent dashboards.…We see those that I've created.…We also have private dashboards…and then all dashboards that I have access to.…
Now, we also have folders for the dashboards…to be stored in on the left-hand side as well.…Now, building a dashboard is really easy.…We'll go ahead and click on the New Dashboard button…here on the top right…and we'll give our dashboard a name and description.…Now let's add this dashboard to an existing folder…that others can view.…I'll go ahead and remove the current folder…that it's associated with by clicking this X…and then I can see a list of folders that are available…and I'll store the dashboard in the Junior Management folder…
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: Dashboards with bar charts