After you’ve found the data that you need, use a dashboard to find patterns, stay up-to-the-minute on changes, and share knowledge that you and your coworkers can act on in real time.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To view and refresh dashboards:||“Run Reports” AND access to dashboard folder|
|To create dashboards:||“Run Reports” AND “Manage Dashboards”|
|To edit and delete dashboards you created:||“Run Reports” AND “Manage Dashboards”|
|To edit and delete dashboards you didn’t create:||“Run Reports,” “Manage Dashboards,” AND “View All Data”|
- Users with a Salesforce Platform or Salesforce Platform One user license can only view a dashboard if the dashboard running user also has the same license type. Consider creating separate dashboards for users with different license types.
- Dashboards in Group Edition organizations are view-only.
Clicking the Dashboards tab displays the dashboard you viewed most recently. The top of the page shows the time the dashboard was refreshed last and the user whose permissions determine what data is visible on the dashboard. If you can’t access a dashboard, verify your folder permissions.