Considerations When Viewing Dashboards in a Mobile Web Browser
When you access dashboards in a mobile browser outside the Salesforce mobile app, keep
these limitations in mind.
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.
You can access dashboards in the Salesforce mobile app from record layouts, within a
Lightning page tab, and via custom links and buttons. Viewing embedded dashboards on mobile
browsers isn’t supported.
Dashboards with multiple scrolling charts aren’t optimized for mobile browsers.
Users can view saved dashboard views on mobile, but the menu for managing saved views
isn’t accessible due to space constraints.
When adding list selectors to dashboards, make them wide enough to render on mobile.
Dashboard links that are set to open in a new window open the CRM Analytics mobile
app.
Widget dropdown menus aren’t supported, which means Explore, Share, Details, Annotate, Set
Notification, and bulk actions, if configured, aren’t available.
Sharing actions aren’t available.
Record-level actions and bulk actions on tables aren’t supported.
Global filters can’t be adjusted.
Charts don’t include hover-over information (tooltips).
Some filters, such as range selectors, aren’t optimized for mobile touch behavior.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
