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Trailhead: editing lightning dashboard in salesforce classic
Hi - in this trailhead:
Visualizing Your Data with the Lightning Dashboard Builder
It's talking about creating a dashboard in lightning, but then says "Note: To add a table to your dashboard, switch to Salesforce Classic."
But I thought once you edit a dashboard in lightning that you can not then edit it in Classic?
Thanks,
Elizabeth
Visualizing Your Data with the Lightning Dashboard Builder
It's talking about creating a dashboard in lightning, but then says "Note: To add a table to your dashboard, switch to Salesforce Classic."
But I thought once you edit a dashboard in lightning that you can not then edit it in Classic?
Thanks,
Elizabeth
As per my knowledge, there are two statements.
To show tables in your Lightning Experience dashboard, switch to Salesforce Classic, edit your dashboard, and add a table component.
After saving a dashboard in Lightning Experience, you can’t edit it in Salesforce Classic. Instead of editing a Salesforce Classic dashboard in Lightning Experience, consider cloning the dashboard and editing the clone. That way, you can still edit the original dashboard in Salesforce Classic.
https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/rn_rd_dashboards_table.htm
https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/lex_gaps_limitations_analytics.htm
Hope this helps you!
If this helps you, please mark it as solved.
Thanks and Regards
Sandhya