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Quarterly Dashboard performance does not appear on the Lightning homepage

Дата публикации: Oct 13, 2022
Описание

If the Quarterly Performance Dashboard is missing from your Lightning Experience homepage, review your permission settings for the Probability field within the Opportunity object.  

Решение
Resolve the issue by setting the 'Probability %' field to 'Visible' on your Opportunity Page Layout. 
 
  • In Salesforce Classic - Click Setup | CustomizeOpportunitiesFieldsProbability % | select Visible for 'View Field Accessibility.'
  • In Lightning Experience - Click Setup | Object and Fields | Object Manager | Opportunity | Fields & Relationships | Probability % | select Visible for 'View Field Accessibility.'


See Also: Track your Sales Performance
Promote the existing Feature Request
Номер статьи базы знаний

000382860

 
Загрузка
Salesforce Help | Article