Dashboards in Salesforce | How to create a dashboard in Salesforce | Dashboard Basics

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2 окт 2024

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Комментарии : 15

@mbluetyphoon 7 месяцев назад

Emily, thank you, thank you, thank you so much! I was hitting my head against a wall last night, wondering what I did wrong with the dashboard I was trying to create. Before I went to sleep, I watched this video you created about creating dashboards. This morning, I followed your video step-by-step in seeing where I goofed up, and found out what my problem was (the grouping -I had none!). Thank you so much for creating this video!

@salesforceemily 7 месяцев назад

You're welcome! Glad I could help! I have definitely been there before trying to figure out what to tweak to make it work.

@randomaccforme-e9n Год назад

This is an amazing video. Cannot thank you enough. I have been having a very tough time at work and this help me. I will share this across my entire organization to make sure you get the right visibility. This is a must

@salesforceemily Год назад

Thank you! Hope it helps your colleagues

@naturalwomanhood 11 месяцев назад

Great video Emily, how do you share the dashboard with other users?

@PattyTe404 2 месяца назад

Hi Emily. I just subscribed to your channel because I love how easy you made it look to use /create in Saleforce.

@antonarellano8091 Год назад

Would it be possible to combine a reports for agreements and case in one dashboard and will show accurate results when filter for date period and owner are added? Thanks!