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How to Schedule and Share Salesforce Dashboard Refreshes
Welcome to our guide on scheduling and sharing Salesforce dashboard refreshes and snapshots. Stay up-to-date and collaborate effectively. In this guide, we'll show you how to automate refreshes and share dashboard snapshots effortlessly.
1
Log in to your Salesforce account.
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First, log in to your Salesforce account using your email address and password. If you don’t have an account, sign up for a free trial or register for a paid plan.
2
Click on the "Dashboards" tab on the main navigation bar.
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Once you’re logged in, click on the “Dashboards” tab on the main navigation bar. Choose the desired dashboard from the list or search for it using the search bar.
3
Edit Dashboard
Once you have the dashboard open, click the down arrow next to the dashboard name and select "Edit Dashboard."
4
Locate the Dashboard Properties
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In the "Edit Dashboard" view, locate the "Subscribe" button, usually in the top right corner.
5
Configure the Refresh Frequency
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A pop-up window will appear, allowing you to set the refresh frequency (daily, weekly, or monthly), specific days, and time. Configure these settings according to your preferences and click "Save."
6
Share Dashboard Refreshes and Snapshots
Now, to share the dashboard refreshes and snapshots, click on the "Edit recipients" button located in the "Edit Subscription" section.
7
Choose Desired Recipients
Once you have entered your desired recipients for the scheduled refresh, click on “Save.”
8
Save your Dashboard Changes
Save your changes and exit the "Edit Dashboard" view by clicking "Done" or "Save & Close."
Congratulations! You've successfully learned how to schedule and share Salesforce dashboard refreshes and snapshots. By automating refreshes and sharing timely snapshots, you can keep your team informed, make data-driven decisions, and collaborate more effectively. Continuously schedule refreshes and share snapshots to stay on top of your data. Happy analyzing and collaborating!