Learning how to create dashboards in Salesforce can be challenging if you do not follow the right procedure. Nonetheless, with the right procedure, you can create the dashboard without much challenge. Creating a dashboard is one of the Salesforce Basics. You can get the Salesforce tips and tricks in any of the tutorials online. When you’ve already answered the question, what is Salesforce, you will easily learn how to create dashboards in Salesforce.
How to Create Dashboards in Salesforce
Creating the custom reports You will start by creating the custom reports that hold the data you intend to display on the dashboard. You can use the custom report wizard to execute this. Ensure that you store the reports in the right folders you intend the viewers of the dashboard to have access. Start by storing the reports in the folders that the users are granted access. Storing them in the restricted folders may not work as you intend it to work.
Create the new dashboard You will now need to create the dashboard. To do this, start by clicking on the Dashboard tab. After clicking on the tab, you will then go to the lists of the Dashboards. Under the dashboard lists, you will need to click on New Dashboard. This will help you to create our new dashboard though you can use a simpler procedure. You can click on the name of an existing Dashboard, then customize it to your preference.
Customize the dashboard Once you have created your dashboard, you will need to use the Wizard to customize it. Ensure that you customize the dashboard wisely for easier access by the users. Once you have modified the dashboard as you wish, you will need to click on Save.
With the clear knowledge about what is Salesforce, you will easily create and customize your dashboard in Salesforce. This is the simplest way of how to create dashboards in Salesforce. One of the Salesforce tips and tricks of creating the dashboard is editing the existing dashboard. You can also import the custom reports from different sources like, Microsoft office, Crystal Reports, and OpenOffice. These are programs that are similar to the custom report Wizard.
Integrating Apex with devices You can integrate the Apex using several techniques. They include the following; Native mobile SDK. With this, you will need to carry out the authentication. This will allow you to get the data that you need. You might also be needed to create a complex query. Rest API. This can also help in the integration though you will have to pass through the authentication. You may use the username, along with the password. REST Apex API. This one is another alternative though you will need to perform some functions to integrate it.
If you need to know how to create dashboards in Salesforce, keep in mind that you must consider the permissions. These are the permissions for storing the relevant reports. They should be visible and also, you should be keen not to make minor mistakes when placing the reports. Once the reports are placed in the right folder, the dashboard will work as you intend it to work. There will also be no problems when the users want to access the dashboard.