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Refresh Dashboard Data

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Refresh Dashboard Data

To get the most current data, refresh a dashboard at any time. The refresh updates the results for every user who has access to the dashboard. Changing filters on a dashboard also refreshes the dashboard, unless there’s existing cached data. You can view when the dashboard was last refreshed under Last Refreshed.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To refresh dashboards: Run Reports AND access to dashboard folder

When you access a dashboard in an Experience Cloud site, you’re notified if the dashboard hasn’t been refreshed in the last 24 hours, and the dashboard auto-refreshes. You can also manually refresh the dashboard at any time.

In the Salesforce mobile app, Pull-to-Refresh doesn’t trigger a dashboard refresh. Instead, manually refresh the dashboard. You receive a notification when the refresh is finished.

  1. On the dashboard, click Refresh.

    You can leave the dashboard and continue working while the data refreshes. If you submit a refresh during a refresh or up to 1 minute after a completed refresh, the refresh is ignored.

    If the data doesn’t refresh after 10 minutes, the refresh automatically stops. Click Refresh again.

  2. (Optional) If you enabled Let users refresh individual widgets for dashboards, you can refresh only the widgets that you need instead of the entire dashboard. In the dashboard, click the widget’s refresh icon Widget refresh icon to view its latest data. You can also refresh individual dashboard widgets in the Salesforce mobile app.
 
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Salesforce Help | Article