Big Idea or Enduring Question: How can you leverage Salesforce Reports and Dashboards REST API to automatically refresh a dashboard every hour or every minute in Salesforce using Salesforce Flow? Objectives: After reading this blog, you’ll be able to: Create a Connected App and Auth Provider. Create Named Credentials for
Category: Report & Dashboard
Change Ownership of Lightning Dashboards
Big Idea or Enduring Question: How can the ownership of Lightning Dashboards be transferred in Salesforce? Objectives: After reading this blog, you’ll be able to: Transfer the ownership of lightning dashboards and much more Business Use case Isabella Stewart, a Salesforce Administrator at Gurukul On Cloud (GoC), was approached by
Add Report Chart to Lightning Record Page
You can share report by many ways with your colleague or sales team of your organization, like Subscribe a report, Schedule a report or give them report folder access. Salesforce has a very cool feature called as Report Charts. By using it you can share report with your peers, colleague
Keep Favorite Report Folders In View
A folder is a place where you can store report, dashboard. Folders can be public, hidden, or shared, and can be set to read-only or read/write. It means a user may have access to several report and dashboard Folders. It’s difficult to find the report folder that you are looking
Embed Report Charts in Visualforce Pages
👉 Check out this article if you want to learn how to Add Report Chart to Lightning Record Page Reports and dashboards display how you performed in the past and what’s happening at the moment. They are important to driving success and implementation of any CRM project. The information provided
Posting Dashboard Snapshots to Chatter
Some time you want to share the Dashboard with other users, but due to business constraint you can’t give users to dashboard access nor add him/her to the schedule dashboard list. The best option is to post a snapshot of a dashboard component to a Chatter feed in order to
Floating Headers in Summary and Matrix Reports
It is hard to remember the headers when you are viewing a report with thousands of rows. Instead of scrolling, create floating headers by freezing columns and rows. After the Spring’14 release when you scroll down to read a report, you can choose to have the header rows at the top
