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The 5 Steps to Creating Dashboards in Salesforce

 

There are many, and I mean hundreds, of benefits your business can enjoy by using cloud-based software, but regular readers of the Big Bang ERP blog will know that we keep harping on about getting data in REAL TIME.

These days, it’s so important to be able to get a full 360 degree view of your business or department. You need to be able to make decisions which are based on the most accurate and up to date data – and if those decisions can be made from the coffee shop or on the beach, even better!

This is where dashboards in Salesforce really come into their own. They allow you to identify trends, isolate what’s not working and take action to remedy it.

Dashboards are super easy to set up and will deliver you the important information you need and want to know straight to your fingertips.

1. Create your custom report

Before you build your new dashboard, you first need to create the custom report that will contain the information you want your dashboard to show.

You can do this by using the custom report wizard (reach out to us if you need help with this).

*Important*: You need to ensure that you save the reports in the folders that your dashboard viewers have permission to access.

2. Click the ‘Dashboards’ tab.

3. Click ‘New Dashboard’

4. Design your new dashboard

Simply drag and drop the components from the left hand side onto the columns and enter the header name for the chart. Then click on ‘Data Sources’ (located next to ‘Components’ in the left panel), navigate to the relevant custom report and drag the report onto the chart.

Note: By default, 3 columns will appear, you can delete or add to these as you wish.

5.  Click ‘Save’

When the ‘Save Dashboard’ window pops up, simply name the Dashboard (it should auto-populate), select the folder you wish to store the Dashboard to and then click save. Voila!

Once that’s all done, just click close (save & close) and you will be taken back to the Dashboards page, where you can see your shiny new dashboard!

A popular SalesForce set up is having dashboards show on the home page. To do that, simply click on the home tab, click ‘customize page’, navigate to your dashboard and click save.

Darren Murphy
Darren is an experienced writer who currently holds the position of Marketing Coordinator at Big Bang ERP. His broad knowledge of all things business and technology means he is well placed to communicate to others issues and solutions which directly affect their business.