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Rebecca Bell Sharing and Notifications Module Help
Hi,
I cannot figure out how to hover over a component to post a snapshot to the chatter feed. It tells me to hover over the component but the hover menu just doesn't come up, it just says click to see full report. These are the directions:
In order to post a snapshot, you must have the appropriate setting enabled in Setup. From Setup, enter Reports and Dashboard Settings in the Quick Find box and click Reports and Dashboard Settings. Select the Enable Dashboard Component Snapshots checkbox, and click Save.
Now that you’ve done that, let’s walk through how you post a snapshot of a dashboard to Chatter:
Hover over a component to display the Hover menu icon for dashboard components menu.
[Dashboard components menu]
Choose where you want your snapshot to appear.
To show it in a dashboard, click Post Snapshot to Dashboard Feed.
To show it to a user or group, click Post Snapshot to User or Group Feed.
Write a comment in the text box and click OK. If you’re posting a filtered component, you may want to mention that in your comment.
The snapshot and comment immediately appear in the dashboard feed.
Hoping someone can help so I can complete the challenge!
Thank you
I cannot figure out how to hover over a component to post a snapshot to the chatter feed. It tells me to hover over the component but the hover menu just doesn't come up, it just says click to see full report. These are the directions:
In order to post a snapshot, you must have the appropriate setting enabled in Setup. From Setup, enter Reports and Dashboard Settings in the Quick Find box and click Reports and Dashboard Settings. Select the Enable Dashboard Component Snapshots checkbox, and click Save.
Now that you’ve done that, let’s walk through how you post a snapshot of a dashboard to Chatter:
Hover over a component to display the Hover menu icon for dashboard components menu.
[Dashboard components menu]
Choose where you want your snapshot to appear.
To show it in a dashboard, click Post Snapshot to Dashboard Feed.
To show it to a user or group, click Post Snapshot to User or Group Feed.
Write a comment in the text box and click OK. If you’re posting a filtered component, you may want to mention that in your comment.
The snapshot and comment immediately appear in the dashboard feed.
Hoping someone can help so I can complete the challenge!
Thank you
[1] https://developer.salesforce.com/forums/?id=906F00000005KBsIAM