Learning How to Create Dashboards in Salesforce and Achieve the Best Results

Learning how to create dashboards in Salesforce is definitely crucial to achieving convenience and efficiency in record keeping and handing various tasks using this remarkable CRM platform. Before you begin to create and customize your dashboard, you will need a few permissions.

 

You can always contact your admin if these permissions are not available in your salesforce edition. The permissions are; “Manage Dashboards”, “Manage Dynamic Dashboards”, “Run Reports”, “Schedule Reports”, “Report Builder” and “Create/Customize Reports.” After getting these permissions you can then proceed to creating dashboards in Salesforce. Since it is a fairly complex task that required a level of technical experience, you should find some best Salesforce training or read a couple of Salesforce tutorials on the subject.

 

Is Creating Dashboards in Salesforce Compulsory?

Dashboards are important tools that are used in managing and accessing various features within your environment. While some Salesforce editions come with a simple dashboard, the complex modules intended for businesses are packaged to allow more customization and flexibility. The come without a dashboard which means you have to create one.

Without a dashboard, users will encounter various challenges without finding assistance. When learning how to create dashboards in Salesforce, you can learn how to create dynamic dashboards using geographical information and restrict users to specific tasks and features. The dashboard simply allows organized navigation and acts as the home page to find different records and files. It is quite technical to run salesforce without a dashboard.

 

Learning How to Create Dashboards in Salesforce

Creating dashboards in Salesforce is quite easy although there are various levels of challenges encountered during the process. It requires a little bit of technical knowledge in salesforce administration as well as interfacing.

 

Follow these simple steps to learn how to create dashboards in Salesforce

Step 1

The first step is to create custom reports that will contain the data which is to be displayed on the dashboard. To create custom reports, use the custom reports wizard that salesforce provides. Always remember to store these reports in specific folders. These are the same folders that your dashboard viewers will have permission to access. If you omit this, the folders will simply fail to work.

Step 2

Click on the “Dashboards” tab and then select “Go to Dashboards List”.

Step 3

Click on “New Dashboard” to create a new dashboard. If you have an existing dashboard that you need to modify, simply click its name

Step 4

Customize your dashboard using the wizard’s interface. Design the dashboard wisely including all features and folders that are needed. Once through, click on “Save” to complete the creation process.

Salesforce allows users to import custom reports from other locations including Microsoft Office, Open Office and Crystal Reports and you can run them on the wizards. It is advisable to keep things simple and avoid odd layouts which can make things ambiguous for users who are supposed to discern the dashboard. Another important thing is permissions. The permissions allow users to store reports in such a manner that dashboard viewers can see and understand.

Conclusion

For companies with many users and admins, learning how to create dashboards in Salesforce may require a comprehensive approach and knowledge of how salesforce dashboards work. The dashboard creation wizard offers much help and is easy to use. If it presents challenges, you may need technical assistance from experienced admins. Nonetheless, the procedure is easy to understand and once you have the custom reports, the remaining work is to specify permissions.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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