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Set Up and Maintain Your Salesforce Organization

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Set Up and Maintain Your Salesforce Organization

Help Users Find Dashboards Quickly

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Help Users Find Dashboards Quickly

Dashboard finder uses auto-complete to help users quickly find dashboards in the Dashboards tab, just by entering the first few letters of its name in the search filter.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Essentials, Group (View only), Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To modify report and dashboard settings:	Customize Application

All dashboards matching that text are dynamically displayed in the drop-down list. The list first shows dashboards the user viewed recently, and then other dashboards appear in alphabetical order by folder. The first 1000 results are shown in a single list; above 1000, results are shown 500 per page. Users only see dashboards in folders they can access. Disable this option to use the static drop-down list instead.

This option is enabled by default.

From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
Select or deselect Enable Dashboard Finder.
Click Save.