How do I create a dashboard in Salesforce?

How do I create a dashboard in Salesforce?

- Click the Dashboards tab. - Click New Dashboard... button. - Name the dashboard as Construction and click on Create. - Click the +Component button on the top of the page and select the Supplies report. - Select the Vertical Bar Chart component and click Add. - Click the Save button and then Done.

How do I create a dynamic dashboard in Salesforce?

To create or edit a Salesforce Dynamic Dashboard, navigate to the Dashboards tab, click New Dashboard to create or click on an existing dashboard to edit. First, when building a new dashboard, name it, add a description if you'd like, and select the right folder for proper organization.7 feb 2020

Can you report on Einstein activity capture?

Unless you want to upgrade to the very expensive Einstein Analytics Platform - the captured data is not available to you for reporting. Sales reps cannot edit or delete emails captured by EAC.9 mar 2021

How does Salesforce Einstein activity capture work?

Emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records. Email data is also used to create email insights. ... Emails sent from Salesforce goes through the connected email account.

Where is Einstein activity capture?

Events appear on the My Events calendar in Salesforce. Depending on your settings, events that Einstein Activity Capture users are included in get added automatically to the activity timeline of additional records: opportunities, contracts, and quotes.

Do you need Salesforce inbox for Einstein activity capture?

Depending on how your Salesforce admin set up Einstein Activity Capture, you might need to connect your Microsoft® or Gmail™ account to Salesforce. If you use Lightning Email and have access to Inbox features, you must connect an account to Salesforce.

How do I create a report in Einstein Analytics?

What does Einstein Activity Capture do?

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.

How do you check Einstein's activity capture?

- From Setup, in the Quick Find box, enter Einstein Activity Capture , and then select Settings. - In the Quick Links section, click Check User Sync Status. - Enter the name of an Einstein Activity Capture user.

How do I share my Einstein dashboard?

How do I share a Salesforce dashboard?

- Navigate to the Dashboards tab. - Select All Folders listed on the left-hand side. ... - Click the carrot on the far right of the row with your Dashboard Folder name. - Select Share from the dropdown. - In the new popup window, Share with Public Groups or Users, View Access. - Click Share, and then Done.

Can we share dashboard?

Let other users see your data or apply your Dashboards to their data. Dashboards are private to you until you share them. If you develop a Dashboard that you think is useful to other users in your account, or to other Analytics users in general, you have several options for sharing it.