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CRM Analytics
Recycle and Restore CRM Analytics Dashboards and Lenses

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Recycle and Restore CRM Analytics Dashboards and Lenses

When you delete a dashboard or lens, it moves to the Recycle Bin instead of disappearing for good. You have 30 days to restore it to its original state before it's permanently gone.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
User Permissions Needed
To print CRM Analytics dashboards: Use CRM Analytics

Deleting a dashboard or lens sends it to the Recycle Bin, where it's safe for 30 days. While an asset sits in the Recycle Bin, its subscriptions and notifications pause, so no one receives updates from a deleted asset. Restore the asset to bring it back exactly as it was and resume its subscriptions and notifications.

  1. Move a Dashboard to the Recycle Bin
    1. Open the dashboard that you want to remove and click Edit.
    2. From the Action menu, select Move to Recycle Bin.
      The dashboard moves to the Recycle Bin, and its subscriptions and notifications pause.
      Selecting Move to Recycle Bin from the dashboard action menu.
  2. Restore a Dashboard or Lens
    1. On the Home page, open the Recycle Bin panel.
    2. Find the dashboard or lens that you want to bring back.
    3. Select Restore.
      The asset returns to its original state, and its subscriptions and notifications resume.
      Restore menu in the Recycle Bin.

After 30 days in the Recycle Bin, CRM Analytics removes the asset permanently.

 
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