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Edit Dashboards in Accessibility Mode in Salesforce Classic
In Salesforce Classic, you can edit dashboards in Accessibility mode.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create dashboards: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created in public folders: | Edit My Dashboards |
| To edit and delete dashboards that you didn’t create in public folders: | Manage Dashboards in Public Folders |
| To create, edit, and delete dynamic dashboards: | Manage Dynamic Dashboards |
Important This topic applies only if you're not using the dashboard builder.
Dashboard builder is a drag-and-drop interface for creating and modifying
dashboards.
A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. To customize a dashboard, view it and click Edit.
From the Dashboard Edit page, you can:
- See the running user for the dashboard in the Displaying data as field.
- Click Dashboard Properties to change the title, folder, running user, and more.
- Click Done to view the dashboard. All changes you make to the dashboard are saved as you make them.
- Click the Delete button to delete the entire dashboard.
- Click Add Component in any column.
- Click Narrow, Medium, or Wide to set a column's width. If your component is a pie or donut chart with Show Values or Show Percentages enabled and Legend Position set to Right, the dashboard column width must be Wide for values and percentages to show on the dashboard.
- Click Edit to modify component properties like the component type, display units, source report, and more.
- Click Delete to remove a component from the dashboard. Deleted components don't get stored in the Recycle Bin.
- Click a dashboard component or its elements to drill down to the source report, filtered report, record detail page, or other URL. If you drill down on a filtered component, the dashboard filters are applied to the source report.
- Set Dashboard Properties in Accessibility Mode
Edit dashboard properties like visibility and preview settings. - Add and Edit Dashboard Components in Accessibility Mode
Use the information in this topic if you are adding dashboard components in accessibility mode. - Dashboard Component Properties in Accessibility Mode
View detailed information about dashboard components.
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