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2.6 Create a Dashboard - Salesforce Reporting Crash Course
Автор: Rotive - Brian Hays
Загружено: 2025-11-03
Просмотров: 69
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Watch the whole course for free on YouTube: • Salesforce Reporting Crash Course
Folders control access to the dashboard you create.
Click on the +Component button to add reports to your dashboard.
You can use the chart design and settings from your report or reconfigure the chart in the component settings.
A best practice is to use a descriptive title, subtitle, and footer to give others in your company more context as to what the chart and data are showing.
You can add the same report multiple times to your dashboard and visualize it in different ways.
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