I recently had the opportunity to write an article for the Mason Frank blog. Here’s a quick summary below and link to read the full article!
When you hear the word “dashboard” what do you think of?
For some it’s Meat Loaf, the 70s rock icon, drenched in sweat, belting out heartfelt lyrics about teenage love, commitment, and the ravishing effects of time on both. However, most will think of the instrument panel on a vehicle. The centralized hub for virtually all information about the current state of your vehicle—speed, RPM, fuel level, mileage, length of your current trip, any warning or maintenance messages… they’re all there.
It is the go-to place for information when operating your vehicle. Salesforce dashboards are just that—the go-to place for information about your organization.
Note: For the purposes of this article I’m referring to dashboards in the Salesforce Lightning Experience. Since Classic is as good as gone it makes little sense to focus on the Classic dashboard experience. I’m also assuming you have the necessary licensing (Professional, Enterprise, Performance, Unlimited or Developer edition) and necessary permissions to build reports and dashboards.
Read the full article here:
https://www.masonfrank.com/salesforce-blog/create-custom-salesforce-dashboard/
Michael is a digital veteran, with over 20 years experience in the internet and software development and delivery space. Michael began his career as a graphic designer, moving into web development and programming, then onto leading development teams and eventually moving into the client service, strategy and sales side of business.