Salesforce Tutorials
How to Create a Salesforce Dynamic Dashboard
This comprehensive guide will show you how to create a dynamic dashboard in Salesforce.
Table of Contents
With a Salesforce dynamic dashboard, you or your team can take charge and see your data anyway you like, going well beyond the static limitations of typical dashboards.
This comprehensive guide will show you how to create a dynamic dashboard in Salesforce.
This tutorial will lead you through the full procedure with the same clarity regardless of your level of Salesforce experience.
What is a Salesforce Dynamic Dashboard?
Users can choose how they want to view their data and insights by creating a dynamic dashboard in Salesforce. Its versatility, interactivity, and dynamic display of important performance indicators enable users to make data-driven decisions. A Salesforce dashboard has numerous characteristics that make it an excellent component of the platform:
Real-Time Data Updates: Real-time data is pulled from Salesforce by dynamic dashboards, guaranteeing that the metrics and visualizations are always up to date.
Interactivity: To customize the view according to their requirements, users can directly interact with the data on the dashboard by clicking on charts or applying filters.
Customization: Because dynamic dashboards are so adaptable, users can select from a wide range of elements and configurations to produce a unique and eye-catching dashboard.
Collaboration: By offering a uniform picture of key information, dashboards can be shared with stakeholders or team members to encourage collaborative decision-making.
The main drawback of working together on your dashboard, though, is that it is static and only one role can view the insights at a time.
Preparing for Salesforce Dynamic Dashboard Creation
Establishing the foundation for a successful dynamic dashboard is crucial before beginning the construction process. Furthermore, it is crucial to remember that you do not truly "create" a dynamic dashboard. Rather, you create a dynamic dashboard from your basic one.
Here are key steps to consider:
User Permission: To view and edit dashboards in Salesforce, make sure you and your team have the required user permissions. To prevent access problems during creation, make sure your Salesforce profile has the necessary dashboard-related permissions.
Data Sources: Determine and examine the sources of data that will be used to create your dynamic dashboard. Verify that the pertinent Salesforce datasets and reports are current and accessible. To prevent inconsistencies in your visualizations, evaluate the quality of the data.
Salesforce Dynamic Dashboard Feature: Learn about and become acquainted with the Salesforce Dynamic Dashboard functionality. Recognize its features, parts, and personalization possibilities. Having this fundamental understanding will enable you to make wise choices while creating the dashboard.
Clearly Stated Goals and Metrics: Clearly state the goals of your dynamic dashboard. Determine the important data points and metrics that support your company's objectives. This clarity will help you and your team comprehend the differences in insights and when to switch roles.
Third-party Integrations: To make your data management in Salesforce more dynamic, think about connecting third-party programs like Superjoin. Superjoin provides a two-way link between your spreadsheet (such as Excel or Google Sheets) and Salesforce. Through this link, you can share reports with unlicensed users using your native spreadsheet sharing settings, get around any Salesforce report constraints, send data alerts to email and Slack, and more.
5 Steps on How to Create a Dynamic Dashboard in Salesforce
Step 1: Navigate to the Dashboards
Log in to your Salesforce account with valid credentials.
In the top navigation bar, locate the “Dashboards” tab and click to access the Dashboards section.
Once it loads, select the dashboard you wish to transform from the list of present dashboards.
Step 2: Edit and Navigate to Dashboard Settings
When your selected dashboard loads, navigate to the top right corner and select “Edit.”
On the editing page, navigate and click on the Gear Icon to open dashboard settings.
Step 3: Change ‘View Dashboard As’ Settings
Once you select the Gear Icon, a pop-up window will appear for ‘Properties.’
Scroll down to the “View Dashboard As” section.
Here, you can see the default option selected is ‘Me.’
This means you or any other team member can only view the dashboard as themselves based on the roles assigned to their accounts. This can become inconvenient for a team constantly collaborating and needing to view data insights from a different role, e.g., the owner, the editor, the accounts analyst, etc.
To make your dashboard dynamic, Choose “The Dashboard Viewer” and opt for the checkbox “Let the dashboard viewers choose whom they view the dashboard as.”
This option will allow everyone on your team, including you, to choose the role you want when viewing this dashboard’s data insights. Salesforce will let you change these roles indefinitely and switch between them for different dashboard views.
Click on ‘Save’ to close and save changes to Properties.
Step 4: Save All Changes
After exiting the pop-up window, Click ‘Save’ again on the top right corner of the main dashboard editing bar.
Following that, Click on ‘Done’ to save all changes made and exit the session.
Step 5: Preview and Test Your Dynamic Dashboard
Salesforce will return to the Dashboards home panel after you're finished. Later, the modifications you made will be displayed. Be sure to reload before looking at the modifications.
The "Change" option appears beneath the dashboard name ribbon once the page has reloaded.
You or a member of your team can now alter the dashboard's view whenever they log in. Just choose the user from the drop-down option in the pop-up box by clicking "Change," and Salesforce will modify the dashboard appropriately.
That's it! Your Salesforce dashboard has been transformed into a dynamic one that will enhance and expedite data analysis, reporting, editing, and collaboration.
Integrate Superjoin and Salesforce to Enhance Dynamic Data Management
Elevate your Salesforce dynamic dashboards by seamlessly integrating Salesforce with your spreadsheet using Superjoin, the indispensable companion that transforms data management into a streamlined and collaborative experience. Here's the guide to integrate Salesforce to spreadsheets with Superjoin:
Let’s delve into the features that make Superjoin’s Salesforce integration with Google Sheets and Excel a game-changer:
Always-Live Salesforce Data: With Superjoin, stay in the loop in real-time as your Salesforce data evolves. Sync the Salesforce data or reports you need into Google Sheets or Excel and keep your data import on a refresh schedule.
Share Reports Seamlessly: If your team is merely looking at reports, there's no need to acquire pricey Salesforce licenses. Rather, use your native spreadsheet sharing options to distribute your Salesforce reports after syncing them into your spreadsheet.
Push Back Data When You Need: A two-way sync is provided by Superjoin's Salesforce spreadsheet connector. With just a few clicks, you can export your data to Salesforce without ever leaving your spreadsheet.
Slack & Email Monitoring: Keep up with the changes in your Salesforce data in real time with Superjoin. Send email and Slack notifications when cells satisfy predetermined criteria or change values. This guarantees that important data updates are swiftly shared with the appropriate stakeholders and provides instant notifications for selected recipients.
Team Notifications: Encourage smooth teamwork by sending out notifications automatically through email and Slack. Setting up real-time, daily, or weekly digests of changes with Superjoin makes it simple for your team to keep an eye on important reports and KPIs. By ensuring that everyone is in agreement, this shared understanding promotes well-informed decision-making.
Instant Row Alerts: Respond quickly to fresh opportunities or significant modifications to your Salesforce data. When a new row is added to a spreadsheet, Superjoin lets you set up email and Slack alerts to let your colleagues know. Your staff will be informed and prepared to act upon the most recent data entries thanks to this immediate notification.
By integrating Superjoin with Salesforce, you will streamline data management and foster a collaborative environment where real-time insights and actionable alerts empower your team to make informed decisions.
4 Tips for Optimizing Dashboard Performance in Salesforce
In general, dynamic dashboards offer more than just insight directions and viewing roles. Other strategies to enhance and optimize your dashboards for increased efficiency, coordination, and teamwork include:
Identify Your Key Metrics
Determine which important KPIs are most important to your company before beginning the dashboard building process. These metrics serve as the cornerstone of your dashboard and might include sales revenue, lead conversion rates, customer satisfaction ratings, and other important indications.
By focusing on these key components, you can make sure your dashboard is designed to provide insightful information.
Choose the Right Dashboard Components
Salesforce offers a wide range of dashboard elements, including gauges, tables, and charts. Make sure your team can easily understand your data by carefully choosing the components that best describe it. The correct elements improve the visibility and understanding of data.
Use Filters to Focus on Specific Data
Use filters to your advantage to focus on particular facts on your dashboard. Customization guarantees that your dashboard stays relevant and targeted to certain teams or individuals inside your company, whether you're filtering sales data by product line or area.
Customize Your Dashboard for Different User Groups
Understand that not every user in your company needs access to the same information. Customize your dashboard to meet the specific requirements of different user groups. By offering personalized perspectives, you enable every team to get the information that is most relevant to their duties.
Advanced Features and Tips
Think about enhancing your dashboard creation process with these cutting-edge capabilities and best practices as you construct a dynamic dashboard in Salesforce.
Dynamic Dashboards in Lightning Experience
Discover the expanded potential of Salesforce Lightning Experience's dynamic dashboards. Drill-downs and dynamic filters are two interactive features that Lightning Experience adds to provide consumers a more engaging and user-friendly dashboard experience.
Cross-Filtering Across Components
Use cross-filtering between components to make your dynamic dashboard more interactive. When a user clicks on a data point in a single table or chart, associated components are automatically filtered to show relevant information.
Scheduled Refresh for Data Accuracy
Set up periodic data refreshes to keep your dynamic dashboard accurate. To guarantee that your dashboard displays the most recent information from your Salesforce reports, Salesforce lets you schedule automatic updates.
You may improve the Salesforce Dynamic Dashboard's sophistication and establish a stable and intuitive environment for insightful data analysis by using these cutting-edge features and best practices.
Say Goodbye to Tedious Data Exports! 🚀
Are you tired of the hassle of manually moving data from various tools into Excel? Superjoin has a solution for you.
Superjoin is a data connector for Excel & Google Sheets that connects your favorite SaaS tools to Excel automatically. You can get data from these platforms into Excel automatically to build reports that update automatically.
Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add 1 additional day to your week. Try Superjoin for free or schedule a demo.
With a Salesforce dynamic dashboard, you or your team can take charge and see your data anyway you like, going well beyond the static limitations of typical dashboards.
This comprehensive guide will show you how to create a dynamic dashboard in Salesforce.
This tutorial will lead you through the full procedure with the same clarity regardless of your level of Salesforce experience.
What is a Salesforce Dynamic Dashboard?
Users can choose how they want to view their data and insights by creating a dynamic dashboard in Salesforce. Its versatility, interactivity, and dynamic display of important performance indicators enable users to make data-driven decisions. A Salesforce dashboard has numerous characteristics that make it an excellent component of the platform:
Real-Time Data Updates: Real-time data is pulled from Salesforce by dynamic dashboards, guaranteeing that the metrics and visualizations are always up to date.
Interactivity: To customize the view according to their requirements, users can directly interact with the data on the dashboard by clicking on charts or applying filters.
Customization: Because dynamic dashboards are so adaptable, users can select from a wide range of elements and configurations to produce a unique and eye-catching dashboard.
Collaboration: By offering a uniform picture of key information, dashboards can be shared with stakeholders or team members to encourage collaborative decision-making.
The main drawback of working together on your dashboard, though, is that it is static and only one role can view the insights at a time.
Preparing for Salesforce Dynamic Dashboard Creation
Establishing the foundation for a successful dynamic dashboard is crucial before beginning the construction process. Furthermore, it is crucial to remember that you do not truly "create" a dynamic dashboard. Rather, you create a dynamic dashboard from your basic one.
Here are key steps to consider:
User Permission: To view and edit dashboards in Salesforce, make sure you and your team have the required user permissions. To prevent access problems during creation, make sure your Salesforce profile has the necessary dashboard-related permissions.
Data Sources: Determine and examine the sources of data that will be used to create your dynamic dashboard. Verify that the pertinent Salesforce datasets and reports are current and accessible. To prevent inconsistencies in your visualizations, evaluate the quality of the data.
Salesforce Dynamic Dashboard Feature: Learn about and become acquainted with the Salesforce Dynamic Dashboard functionality. Recognize its features, parts, and personalization possibilities. Having this fundamental understanding will enable you to make wise choices while creating the dashboard.
Clearly Stated Goals and Metrics: Clearly state the goals of your dynamic dashboard. Determine the important data points and metrics that support your company's objectives. This clarity will help you and your team comprehend the differences in insights and when to switch roles.
Third-party Integrations: To make your data management in Salesforce more dynamic, think about connecting third-party programs like Superjoin. Superjoin provides a two-way link between your spreadsheet (such as Excel or Google Sheets) and Salesforce. Through this link, you can share reports with unlicensed users using your native spreadsheet sharing settings, get around any Salesforce report constraints, send data alerts to email and Slack, and more.
5 Steps on How to Create a Dynamic Dashboard in Salesforce
Step 1: Navigate to the Dashboards
Log in to your Salesforce account with valid credentials.
In the top navigation bar, locate the “Dashboards” tab and click to access the Dashboards section.
Once it loads, select the dashboard you wish to transform from the list of present dashboards.
Step 2: Edit and Navigate to Dashboard Settings
When your selected dashboard loads, navigate to the top right corner and select “Edit.”
On the editing page, navigate and click on the Gear Icon to open dashboard settings.
Step 3: Change ‘View Dashboard As’ Settings
Once you select the Gear Icon, a pop-up window will appear for ‘Properties.’
Scroll down to the “View Dashboard As” section.
Here, you can see the default option selected is ‘Me.’
This means you or any other team member can only view the dashboard as themselves based on the roles assigned to their accounts. This can become inconvenient for a team constantly collaborating and needing to view data insights from a different role, e.g., the owner, the editor, the accounts analyst, etc.
To make your dashboard dynamic, Choose “The Dashboard Viewer” and opt for the checkbox “Let the dashboard viewers choose whom they view the dashboard as.”
This option will allow everyone on your team, including you, to choose the role you want when viewing this dashboard’s data insights. Salesforce will let you change these roles indefinitely and switch between them for different dashboard views.
Click on ‘Save’ to close and save changes to Properties.
Step 4: Save All Changes
After exiting the pop-up window, Click ‘Save’ again on the top right corner of the main dashboard editing bar.
Following that, Click on ‘Done’ to save all changes made and exit the session.
Step 5: Preview and Test Your Dynamic Dashboard
Salesforce will return to the Dashboards home panel after you're finished. Later, the modifications you made will be displayed. Be sure to reload before looking at the modifications.
The "Change" option appears beneath the dashboard name ribbon once the page has reloaded.
You or a member of your team can now alter the dashboard's view whenever they log in. Just choose the user from the drop-down option in the pop-up box by clicking "Change," and Salesforce will modify the dashboard appropriately.
That's it! Your Salesforce dashboard has been transformed into a dynamic one that will enhance and expedite data analysis, reporting, editing, and collaboration.
Integrate Superjoin and Salesforce to Enhance Dynamic Data Management
Elevate your Salesforce dynamic dashboards by seamlessly integrating Salesforce with your spreadsheet using Superjoin, the indispensable companion that transforms data management into a streamlined and collaborative experience. Here's the guide to integrate Salesforce to spreadsheets with Superjoin:
Let’s delve into the features that make Superjoin’s Salesforce integration with Google Sheets and Excel a game-changer:
Always-Live Salesforce Data: With Superjoin, stay in the loop in real-time as your Salesforce data evolves. Sync the Salesforce data or reports you need into Google Sheets or Excel and keep your data import on a refresh schedule.
Share Reports Seamlessly: If your team is merely looking at reports, there's no need to acquire pricey Salesforce licenses. Rather, use your native spreadsheet sharing options to distribute your Salesforce reports after syncing them into your spreadsheet.
Push Back Data When You Need: A two-way sync is provided by Superjoin's Salesforce spreadsheet connector. With just a few clicks, you can export your data to Salesforce without ever leaving your spreadsheet.
Slack & Email Monitoring: Keep up with the changes in your Salesforce data in real time with Superjoin. Send email and Slack notifications when cells satisfy predetermined criteria or change values. This guarantees that important data updates are swiftly shared with the appropriate stakeholders and provides instant notifications for selected recipients.
Team Notifications: Encourage smooth teamwork by sending out notifications automatically through email and Slack. Setting up real-time, daily, or weekly digests of changes with Superjoin makes it simple for your team to keep an eye on important reports and KPIs. By ensuring that everyone is in agreement, this shared understanding promotes well-informed decision-making.
Instant Row Alerts: Respond quickly to fresh opportunities or significant modifications to your Salesforce data. When a new row is added to a spreadsheet, Superjoin lets you set up email and Slack alerts to let your colleagues know. Your staff will be informed and prepared to act upon the most recent data entries thanks to this immediate notification.
By integrating Superjoin with Salesforce, you will streamline data management and foster a collaborative environment where real-time insights and actionable alerts empower your team to make informed decisions.
4 Tips for Optimizing Dashboard Performance in Salesforce
In general, dynamic dashboards offer more than just insight directions and viewing roles. Other strategies to enhance and optimize your dashboards for increased efficiency, coordination, and teamwork include:
Identify Your Key Metrics
Determine which important KPIs are most important to your company before beginning the dashboard building process. These metrics serve as the cornerstone of your dashboard and might include sales revenue, lead conversion rates, customer satisfaction ratings, and other important indications.
By focusing on these key components, you can make sure your dashboard is designed to provide insightful information.
Choose the Right Dashboard Components
Salesforce offers a wide range of dashboard elements, including gauges, tables, and charts. Make sure your team can easily understand your data by carefully choosing the components that best describe it. The correct elements improve the visibility and understanding of data.
Use Filters to Focus on Specific Data
Use filters to your advantage to focus on particular facts on your dashboard. Customization guarantees that your dashboard stays relevant and targeted to certain teams or individuals inside your company, whether you're filtering sales data by product line or area.
Customize Your Dashboard for Different User Groups
Understand that not every user in your company needs access to the same information. Customize your dashboard to meet the specific requirements of different user groups. By offering personalized perspectives, you enable every team to get the information that is most relevant to their duties.
Advanced Features and Tips
Think about enhancing your dashboard creation process with these cutting-edge capabilities and best practices as you construct a dynamic dashboard in Salesforce.
Dynamic Dashboards in Lightning Experience
Discover the expanded potential of Salesforce Lightning Experience's dynamic dashboards. Drill-downs and dynamic filters are two interactive features that Lightning Experience adds to provide consumers a more engaging and user-friendly dashboard experience.
Cross-Filtering Across Components
Use cross-filtering between components to make your dynamic dashboard more interactive. When a user clicks on a data point in a single table or chart, associated components are automatically filtered to show relevant information.
Scheduled Refresh for Data Accuracy
Set up periodic data refreshes to keep your dynamic dashboard accurate. To guarantee that your dashboard displays the most recent information from your Salesforce reports, Salesforce lets you schedule automatic updates.
You may improve the Salesforce Dynamic Dashboard's sophistication and establish a stable and intuitive environment for insightful data analysis by using these cutting-edge features and best practices.
Say Goodbye to Tedious Data Exports! 🚀
Are you tired of the hassle of manually moving data from various tools into Excel? Superjoin has a solution for you.
Superjoin is a data connector for Excel & Google Sheets that connects your favorite SaaS tools to Excel automatically. You can get data from these platforms into Excel automatically to build reports that update automatically.
Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add 1 additional day to your week. Try Superjoin for free or schedule a demo.
FAQs
What is a Salesforce dynamic dashboard?
What is a Salesforce dynamic dashboard?
How is a dynamic dashboard different from a standard dashboard?
How is a dynamic dashboard different from a standard dashboard?
Can I add filters to a dynamic dashboard?
Can I add filters to a dynamic dashboard?
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