Questions tagged [dashboard]
Dashboards help you make decisions based on real-time data you’ve gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.
419 questions
0 votes
0 answers
21 views
Sending Dashboard Refresh Notifications from an Org-Wide Email Address
In our org, multiple dashboards are subscribed and scheduled to refresh at specific intervals. Currently, the refresh notification emails are sent out by the dashboard owner. Is it possible to ...
0 votes
1 answer
162 views
Is it possible to display Salesforce Dashboard components in a carousel using LWC?
I’m trying to achieve a functionality where each component of a standard Salesforce Dashboard (e.g., gauge, table, chart, etc.) is shown one at a time in a carousel view using a custom Lightning Web ...
0 votes
1 answer
66 views
Is it possible for a group of users without access to 'sensitive' records to be able to see this data only in a dashboard?
OWD for accounts and opportunities are private and sharing rules divide the users who can view all and users who are restricted from these 'sensitive' records. This separation is a must. However, I ...
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0 votes
1 answer
161 views
Dashboard is not showing for Customer Community Plus License
I have cloned Customer community Plus profile and given read access for custom object and assigned one record manually to the user as view only and its showing shared record in record list for ...
0 votes
0 answers
30 views
I want to have a related list on a record page that shows records that users are normally not allowed to see
Current situation: in our org, on the Product2 record page, a related list is shown that lists the records - of a custom object - that are related to the current Product2. Due to the sharing settings, ...
- 5,090
0 votes
1 answer
72 views
Unable to set Field History Tracking for Dashboard
I was trying to enable the Field History Tracking for the Dashboard in Salesforce. However, i was getting the error Insufficient Privileges You do not have the level of access necessary to perform the ...
0 votes
0 answers
32 views
Salesforce|Lightning Experience: Creating and Embedding a Visual_Force_Page in a Dashboard (Lightning Experience)
I had the Idea of creating a dashboard with a table that exits in a VFP (Visual Force Page) in it. I want my VFP show up on a dashboard. But is it possible at all in Lightning Experience or is it just ...
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-1 votes
1 answer
408 views
Share dashboard with non-Salesforce users
We'd like to be able to share a couple of Salesforce dashboards with a client, but only a couple of dashboards; they don't need any other Salesforce access (they don't currently have any access at all)...
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