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Can the Salesforce Dashboard Auto Refresh?

There is a question that might be bothering you and that is: can Salesforce dashboard auto-refresh? This is a question that can be difficult to find an answer to. Nevertheless, this article will resolve your query by telling you the ways to auto-refresh the Salesforce dashboard.

The Salesforce dashboard is a robust tool that allows your team to get valuable insights about your business. But, if you don't set your dashboard to auto-refresh, then there is a good chance that it would become ineffective and outdated. Let's explore how you can set the Salesforce dashboard to auto-refresh.

What is a Salesforce dashboard?

Before we learn about how to set the Salesforce dashboard on auto-refresh, we need to understand what it is and why you should use one. This way, you can leverage this powerful tool to streamline your business operation and get a competitive edge over others.

Salesforce dashboards help you get a visually appealing view of the data that Salesforce reports generate. Every dashboard comprises what Salesforce refers to as components. In total, the Salesforce dashboard comprises 11 critical components:

  • Vertical bar chart

  • Scatter chart

  • Metric chart

  • Line chart

  • Lightning table

  • Horizontal bar chart

  • Gauge chart

  • Funnel chart

  • Donut chart

  • Bar chart (stacked vertically)

  • Bar chart (stacked horizontally)

In a nutshell, it is a mixture of various kinds of tables, graphs, and charts. This allows you and your team to get a quick idea about the key performance indicators and the performance metrics of your business. Additionally, you have the option to personalize every component by including a title, subtitle, footer, and theme (light or dark).

How Can You Create a Salesforce Dashboard?

Creating a Salesforce Dashboard isn't a difficult task and only requires you to do a few things. Here is a quick guide showing you the easy process to create a Salesforce dashboard. It uses an example dashboard showing new leads along with the status of the existing leads.

  • Step 1 - The first thing you need to do is click on the Dashboards tab.

  • Step 2 - Next, you need to click on the New Dashboards option that is available on the top-right side.

  • Step 3 - After that, you can name your dashboard, include any details if you want to, and then select a folder that you want to put the folder in.

New Dashboard

  • Step 4 - Choose the Add Component option and select a report that you want to take out the data from. After you decided on the report, you can then click on Select.

  • Step 5 - You can personalize the component by deciding the information you want to get from the report and what way you want it to be displaced. Once you have completed customizing it, you can click the "Add" option.

Add Component

  • Step 6 - Repeat the same process to add other components that you want to have in your Salesforce dashboard. After everything is added, you can then click on "Save" and then "Done."

Add another component and save.

  • Step 7 - Congratulations! You now have your dashboard. Make sure to go through the published dashboard so you can check if everything is looking all right.

Click here to learn how you can use the Salesforce dashboard to drive organizational change.

Can the Salesforce Dashboard Auto Refresh?

Yes, the Salesforce Dashboard can be set to auto-refresh. You can schedule a Salesforce dashboard and it will send you and all the other relevant people emails in a particular direction.

Scheduled dashboards and reports come with a checkbox that you can find in the Scheduled Dashboard column. Here is a quick and easy step-by-step process to help you out with it.

  • Step 1 - The first step is to choose the dashboard you want to schedule and then open it. An important thing to note is that you cannot schedule Filtered and Dynamic dashboards.

Report and Dashboard

  • Step 2 - The next thing to do is choose the "Refresh arrow" option and then click on "Schedule Refresh." Doing so will give you the Schedule Dashboard Refresh screen.

Company performance dashboard

  • Step 3 - Choose the "To me" option on the email dashboard section. You can also click on "To others," and then add all the people to whom you want to send the email dashboard.

Company performance dashboard

  • Step 4 - Choose the time frame for which you want to send the dashboard in the Dashboard Schedule. You also need to mention the time you want the dashboard to be sent.

  • Step 5 - Look for the Preferred Start Time below and then clock on the find available option.

Scheduled Refresh

  • Step 6 - Choose the time according to your preference.

  • Step 7 - After everything is complete, you can then click on save.

Scheduled Refresh

After you complete all these steps, the Schedule Dashboard Refresh screen will close down. This dashboard will then send emails to you and everyone else mentioned on the specific day and time.

Wrapping Up

We hope you now have the answer to your query: can the Salesforce dashboard auto-refresh? Although these things are easy to handle, some businesses might require professional assistance. This is because they already have too much on their plate and would find it difficult to handle another task. Many small businesses don't even have an IT department to handle these sorts of things.

Nevertheless, Cloud Sylla is here to help you out with it. The team is an expert partner with Salesforce and can assist you in setting up the Salesforce dashboard on auto-fresh. You can get in touch with us and we will be more than happy to assist you.

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