Salesforce Dynamic Dashboard Best Practices

I really don’t know what I’m supposed to say about the Salesforce dynamic dashboard to really fill content to be honest. With all of the myriad of technologies that Salesforce has made possible, I can’t believe that people are so hung up on these dashboards.

What is a Salesforce Dynamic Dashboard:

Basically, these are various dashboards that can be made and recycled on the fly in Salesforce. They tend to consist mainly of various summarized bits of data or logistics, as well as have a custom set of short cuts and short cut commands to quickly get the most out of the other technologies.

Now, that’s obviously highly useful, good technology itself, so you may be puzzled as to why I was annoyed with being asked to talk about this at any length.

It’s So Simple:

Dashboards are simple to create and to use. Of course they are, that’s one of the reasons they work so well. They’re designed to be a malleable tool to make other, more complex tasks easier and faster, so they, themselves, better be equally easy to use and expedient.

Well, that’s good, but it means there’s little to no explanation to give for how they work or how to best use them that Salesforce and other third party developers haven’t already documented better than I would anyhow.

Some General Advice:

Well, that means skipping technical stuff, and just looking quickly at some common bloody sense that some people won’t do without some encouraging.

#1 – Only Design Useful Ones

Yeah, one of the things people are wont to do is to make dashboards or tack on bits to dashboards that aren’t all that useful. Don’t do that, it’s wasteful and confusing.

#2 – Pick Useful Metrics

In your dashboards, make sure the metrics it spits out are useful. Don’t pipe it through too many calculations and formulae that result in it losing its meaning along the way.

#3 – Make it Available

Make these dashboards available and make them known to everyone, so that everyone who has a use for it can get it. This keeps redundant designs from being made by others, and serves to make the lives of others much easier.

#4 – Look on the App Exchange

People make dashboard kits and the like all the time and some of them are free, the rest are affordable. Before you design dashboards or other such things, make sure that it’s not already available on the exchange first.

Honorable Mention:

Make sure people designing them are people who know what they’re doing. Because, if people who’re not designers build these, they’re not going to work well, and it’s just going to annoy everyone, and waste lots of time.


You do need to be careful with these, but I think at this point, we’ve talked the common sense of these sorts of things sore. It was worth it, though, to be sure that everyone has these driven cleanly home.

Salesforce dynamic dashboard systems are very useful, as a tool to make use of the more useful stuff in Salesforce. So, if you’re going to use it, you better use everything right and competently from the start. Additional material is available on how to create a dashboard in salesforce page.

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.
Amanda McDonnald on sabtwitterAmanda McDonnald on sabgoogle