The team will use this Dashboard to see what records are owned by End Users who have recently left the company and whose Salesforce accounts have been frozen but not yet deactivated. Note: you need the Run Reports and Manage Dashboards permission.Īssuming we have already created Reports we want to add to our Dashboard (from the previous Blog titled “Back to Basics: Building Reports“) lets go ahead and start creating a new Dashboard for Salesforce Admin team to use to monitor the ownership of records. There are many Blogs that already exist on this topic so for this Blog, I wanted to show a different use case for Dashboards – Dashboards for the Salesforce Admin.ĭashboards are a fantastic way to collate numerous Reports together in one place. With this in mind, you will want to ensure that the Dashboards you create are optimized for mobile devices. It is likely that they will want to access certain Dashboards while they are on the road or just before a client visit. They need accurate, up to date information at their fingertips and they need to be able to access that information quickly and easily.
Start at the top: what do the C-suite want to see? What do the Managers want to see? By starting at the top, you will cut out having to create unnecessary Reports for teams/Users further down the Org hierarchy.Ī particular group of Users for whom Reports and Dashboards are of the highest importance are Sales teams.
The first step to complete before building any Reports or Dashboards for Users is to find out what their reporting needs are. There will undoubtedly be requirements for Users to have access to Reports and Dashboards and to use this information as the basis for meetings with managers. Not only do you have access to a whole host of pre-built Dashboards which you can run as is or customize, you have the ability to create Custom Dashboards specific to Users’ requirements. One of the most valuable functions in Salesforce is the reporting function.
#SALESFORCE QUICK ACCESS MENU HOW TO#
With the wealth of information in your Salesforce Org, it is vital that your Users know how to view the data relevant to them and important to them. This week’s edition is an introduction to creating Dashboards in Salesforce Classic. Last week I wrote about creating Reports.
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