Using Dashboards » Week 4 » Reports, Dashboards, And Customer Success In Salesforce

Q: Which of the following statements are true about Salesforce dashboards? Select all that apply.

Yes! One of the main benefits of creating dashboards is that the user can collect multiple data visualizations and display them in one location.

Q: What are the three ways that you can make a component on a dashboard in Salesforce?

Answers may vary but should include the following: <ol> <li> Create a dashboard from a chart: From the report chart, click the setting dropdown menu and select “Add to Dashboard.” </li> <li> Add a chart to an existing dashboard: From the dashboard, click the “+ Component” button, choose the report that contains the desired report chart, and make sure the “Use chart settings from report” box is checked. </li> <li> Create a custom component: From the dashboard, click the “+ Component” button, choose the report that contains the data you want to visualize, and make sure the “Use chart settings from report” box is not checked. Customize the component as desired. </li> </ol>

Q: True or False? Salesforce dashboard components must be connected to an underlying report.

Yes! Dashboard components and reports have a 1:1 relationship, which means that for every dashboard component there is a single underlying component. This means all dashboard components are connected to a report.

Q: True or False? In Salesforce, dashboard components need to be updated manually by the user in order to show the most up-to-date data.

Yes! In Salesforce, dashboards update automatically. As the data changes in a report, the dashboard components connected to that report automatically update, too.