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Dashboard Compatibility Considerations for External Filters
Dashboards created in Summer '25 or later with external filters and targeted faceting can experience errors. These issues commonly occur from inconsistencies during sandbox-to-production org migrations or discrepancies in API versions during deployment.
Potential Dashboard Implications
- Apply external filters is disabled and Faceting, located on the dashboard Query tab, is set to All
- Apply external filters is enabled and Faceting is set to Include, Exclude, or None
How a Dashboard Can Break
- Sandbox-to-Production Migration:
- Salesforce sandboxes are updated with the latest release approximately two weeks before production orgs. Developing a dashboard in a newer sandbox and then attempting to deploy it to the older production org can result in errors.
- API Version Mismatch During Deployment:
- Creating a dashboard in a newer Salesforce release while using an older API version to retrieve its code can lead to deployment errors.
Recommendations and Best Practices
- Dashboard errors can happen when you create or update it in Summer ‘25 or above, and use the dashboard in an older version with external filters enabled and targeted faceting.
- If you create a dashboard in an older release, such as Spring ‘25 and open it in a newer release, the dashboard will work fine. This is because external filters aren't saved in the older dashboard code unless you explicitly save the dashboard in a newer release.
- Potential errors affect the entire dashboard, not just specific dashboard widgets.
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