+ Start a Discussion
Chandra babu 2Chandra babu 2 

how to create the dashboards?

Best Answer chosen by Chandra babu 2
MOHAN KRISHNA MOLAGAMUDIMOHAN KRISHNA MOLAGAMUDI
Hi chandra babu,

                        You can create Dashboards in two ways

                         1. You can clone a dashboard to quickly create a new dashboard with the same properties and components as the one you're                                  viewing. Just click Clone, modify the dashboard settings, and save.
                         2. Select add tab -> select Customize my tabs -> Add Dashboard from Available Tabs to Selected Tabs and save it.
                             Then select the dashboard tab -> Click Go To Dashboard List -> Click New Dashboard to create a new dashboard. or
                             To modify an existing dashboard, click its name from the list -> Customize your dashboard and click Save.
 

All Answers

Chandra Prakash PandeyChandra Prakash Pandey
Hi,

Follow these links, they will guide you the complete step by step details:

https://developer.salesforce.com/page/Quick_Tutorial_11:_Customize_a_User_Interface_%E2%80%94_Create_a_Dashboard

https://resources.docs.salesforce.com/sfdc/pdf/workbook_analytics.pdf

Let us know, if it helps.

Regards,
Chandra Prakash
MOHAN KRISHNA MOLAGAMUDIMOHAN KRISHNA MOLAGAMUDI
Hi chandra babu,

                        You can create Dashboards in two ways

                         1. You can clone a dashboard to quickly create a new dashboard with the same properties and components as the one you're                                  viewing. Just click Clone, modify the dashboard settings, and save.
                         2. Select add tab -> select Customize my tabs -> Add Dashboard from Available Tabs to Selected Tabs and save it.
                             Then select the dashboard tab -> Click Go To Dashboard List -> Click New Dashboard to create a new dashboard. or
                             To modify an existing dashboard, click its name from the list -> Customize your dashboard and click Save.
 
This was selected as the best answer
Vijay NagarathinamVijay Nagarathinam
Hi Chandra babu,

Refer the following links, you can get some ideas related how to create a dashboard in salesforce.

https://success.salesforce.com/answers?id=90630000000gvyxAAA
http://rainforce.walkme.com/creating-dashboards-in-salesforce/
http://focusonforce.com/analytics-and-reporting/creating-a-dynamic-dashboard-in-salesforce/.

Thanks,
Vijay