- What are the components of a successful dashboard?
- What is an effective dashboard?
- What is difference between master detail and lookup?
- What is joined report in Salesforce?
- How do I customize my dashboard in Salesforce?
- How many dashboards are there in Salesforce?
- What is a dynamic dashboard?
- How many types of reports are there in Salesforce?
- Which are the two types of object relationships in Salesforce?
- Is Salesforce a reporting tool?
- Which three standard chart types can be placed on a Salesforce dashboard?
- What are reports and dashboards in Salesforce?
- How do I create a custom report in Salesforce?
- What is conditional highlighting for reports?
- Why do we need dashboard?
- How many types of reports are there?
- What are the components of a dashboard?
- What are dashboard components Salesforce?
- What is the limit of master detail relationships per object?
- Who can run reports in Salesforce?
- What are the limitations of Salesforce reports?
- What is a bucket field?
- What are the different types of sharing rules?
- What should a dashboard look like?
- Can a child record be a master to some other object?
- How do I edit a component in Salesforce?
What are the components of a successful dashboard?
7 Critical Elements of Dashboard DesignSingle Version of the Truth.
Information is a source of learning.
Customization and Interaction.
Remember, one size doesn’t fit all.
Some analysts make the mistake of cramming as much data as possible into a dashboard.
What is an effective dashboard?
An effective data dashboard should be striking yet visually balanced, savvy yet straightforward, accessible, user-friendly, and tailored to your goals as well as your audience.
What is difference between master detail and lookup?
You can convert a master-detail relationship to a lookup relationship as long as no roll-up summary fields exist on the master object. You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.
What is joined report in Salesforce?
A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects. … A joined report consists of up to five report blocks , which you add to the report to create multiple views of your data.
How do I customize my dashboard in Salesforce?
To customize a dashboard, view it and click Edit. From the Dashboard Edit page, you can: See the running user for the dashboard in the Displaying data as field. Click Dashboard Properties to change the title, folder, running user, and more.
How many dashboards are there in Salesforce?
5 dashboardsEach user can set up subscriptions for up to 5 dashboards.
What is a dynamic dashboard?
Definition of Dynamic Dashboards A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How many types of reports are there in Salesforce?
There are two types of report types: standard report types and custom report types. Standard report types give you access to most Salesforce data. For example, the Opportunities report type gives you access to Opportunity records and fields in your report.
Which are the two types of object relationships in Salesforce?
Salesforce provides the following types of relationships that can be established among objects:Master-detail relationship.Lookup relationship.Self-relationship.External lookup relationship.Indirect lookup relationship.Many-to-many relationship (junction object)Hierarchical relationship.
Is Salesforce a reporting tool?
Salesforce report is a management tool that offers a visual representation of essential sales-based data through a centralized cloud-based reporting platform with the goal to enhance critical elements of a business, including marketing, sales, commerce, and service.
Which three standard chart types can be placed on a Salesforce dashboard?
standard chart type can be placed on the salesforce dashboard are following:Bar Charts. A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. … Column Charts. … Line Charts. … Pie Charts. … Donut Charts. … Funnel Charts. … Scatter Charts.
What are reports and dashboards in Salesforce?
A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.
How do I create a custom report in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Select the Primary Object for your custom report type. … Enter the Report Type Label and the Report Type Name . … Enter a description for your custom report type, up to 255 characters long.More items…
What is conditional highlighting for reports?
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.
Why do we need dashboard?
A well-designed dashboard provides on-demand access of all of your most important metrics. Access to data – As the name implies, a dashboard gathers multiple data sources, including Excel, into a single interface. That means you can immediately see a detailed overview of your business in one quick glance.
How many types of reports are there?
Informal reports and formal reports have two major categories: informational and analytical reports. It’s important to keep in mind that both informal and formal reports can fall into these categories (i.e., you can have an informal informational report or a formal informational report).
What are the components of a dashboard?
One dashboard can contain up to 20 components. Each component can be present in the form of a chart, table, or matrix….ComponentsHorizontal bar chart.Vertical bar chart.Line chart.Pie chart.Donut chart.Funnel chart.Scatter chart.
What are dashboard components Salesforce?
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.
What is the limit of master detail relationships per object?
Each custom object can have up to two master-detail relationships and many lookup relationships. Each relationship is included in the maximum number of custom fields allowed.
Who can run reports in Salesforce?
To allow a user to open or view a dashboard in Salesforce, the user needs to have the permission to run reports, and the dashboard viewing user must have access to the reports used as the data source for the dashboard components.
What are the limitations of Salesforce reports?
The report builder preview shows a maximum of 20 rows for summary and matrix reports, and 50 rows for tabular reports.In Salesforce Classic, you can’t have more than 250 groups or 4,000 values in a chart. … In Lightning Experience, a report chart can have at most 2000 groups. … Reports display a maximum of 2,000 rows.More items…
What is a bucket field?
A Bucket field helps you to group related records together by ranges and segments, without the use of complex formulas and custom fields. Bucketing can be used to group, filter, or arrange report data. When you create a bucket field, you need to define multiple categories (buckets) that are used to group report values.
What are the different types of sharing rules?
What are the different types of Sharing Rules in Salesforce and explain them?Account Sharing.Case Sharing.Contact Sharing.Custom Object Sharing.Lead Sharing.Opportunity Sharing.Salesforce Sharing Rules.
What should a dashboard look like?
Your dashboard should provide the relevant information in about 5 seconds.Display the most significant insights on the top part of the dashboard, trends in the middle, and granular details in the bottom.Each dashboard should contain no more than 5-9 visualizations.More items…•
Can a child record be a master to some other object?
A child of one master detail relationship can’t become a parent of another object. To relate an object to another object, no records should exist in the child object. Rollup summary fields can only be created on Master records, which are used to calculate the sum, avg, min etc.
How do I edit a component in Salesforce?
From Setup, enter Components in the Quick Find box, then select Visualforce Components and click the name of a custom component to view its definition. From the detail page, you can do any of the following: Click Edit to edit the custom component. Click Delete to delete the custom component.