This lecture walks you through the steps involved in creating a dashboard. I start out by creating a new dashboard by cloning an existing one. I cover how to delete dashboard components and make edits, such as adjusting column widths. I walk you through how to create a new dashboard from scratch, as well. I demonstrate how to search, filter and select data sources for your various dashboard components. I also cover how to preview how different dashboard components will look and behave with a selected data source.
Now that you are familiar with creating dashboards in Salesforce, it is time to learn how to customize them. In this lecture I run you through the Dashboard Properties window and how to change the fonts and colors, and even adding background fade effects to your Dashboards. We also discuss differ...
Dashboard scheduling is not supported in the free Salesforce account, so I demonstrate this functionality in a demo account. You can schedule refreshes of Dashboards in Salesforce and I run you through the process in this lecture.
This section sets the stage for what we will cover in this section related to the Salesforce1 mobile app, such as downloading and installing the app, navigation and UI, and global actions.
