Explain about the Salesforce dashboards in Salesforce admin

A Salesforce Admin is a business leader who is closely familiar with how their organization works, entangled in making all departments effective by process automation, and thus essential to running a smooth and lean business.

Role of Salesforce admin:

The Salesforce Admin is working hard to counter inefficiency and profitability as a leader. They build amazing tools for any project on any platform. These include tools such as easy-to-use dashboards, smart workflows, and applications.

Salesforce Admin certification holds qualified and informed consumers of Salesforce, addresses complex business challenges, and moves on with projects. An admin offers innovative ideas making consumers of Salesforce happier and company smarter.

Salesforce Admin enjoys helping their team to be successful and top it off.

Salesforce admin dashboard

A dashboard shows data from source reports as visual components which can be pages with maps, gages, tables, graphs, or Visualforce. The components offer a snapshot of the organization's main metrics and performance measures. An Admin can Edit Salesforce Classic dashboards in Accessibility Mode.

Salesforce admin Dashboard components

Here are a few components that you need to include in the 'Admin Daily Dashboard' of each organization.

Used Licenses or Licenses Purchased
Responsive Staff Users
Calls to API
Logins into the Network
Trending in the Group Login

Such components tell me if you fall past the limit of how many licenses a consumer wants, and if you need to buy more.

Dashboard of Salesforce Admin API Call Reports

You may find lots of people asking how to do this, and the truth is, it's a hassle, but it's very worthwhile.

For this one you will need to be in Classic and go to your report files, then find the folder called Administrative Results. You will see the Last 7 Days Analysis of the API. This is the information you want to use. Make your chart, and then add it to a Classic straightforward dashboard. Do whatever editing you want to do, because you will not be able to edit this part at all when you convert the dashboard to Lightning.

Usage of Salesforce admin dashboard components

After those components are added, things become a bit more optional depending on what organization you are in or what the client needs. You almost always report even about Salesforce training usage including the following.

Who didn't sign in for the last 30 days?
What have been the most frequent users in the last 30 days?
How many users are there on any profile?

You can also choose to include Roles in this segment.

This section is particularly useful when you are joining an established organization, one you didn't set up from scratch. You often don't know in these orgs who is or shouldn't be logging in, or if the users are in the right profile or not, so getting these components helps me enhance an organization's security, and also helps save money when there are licenses that can be reassigned to someone who needs them.

Dashboard Components for task tracking of Salesforce admin

Often the next segment that I include is Task Monitoring, either for you or for an entire Admin team. This dashboard is a great way to show your client or your employer your value as a Salesforce Admin.

You can add even more to this dashboard, but note you can't add more than 20 components to a single dashboard. In this example, you already have up to 13 components and haven't even started talking about the quality of the data.

The most important thing to remember is as the Manager, this dashboard is for you. Add whatever it takes. If you get a lot of questions on specific topics from your team, those are the types of things you want to add to your dashboard.

Salesforce Admin Lightning app through dashboard

If your dashboard is up and running, the favorite thing to do is to build a Salesforce admin Lightning App, and add it as a feature. This way when you sign in to an organization it shows up correctly.

You will find the Salesforce lightning training dashboard as a favorite, so that you can refer to it whenever you need it. Because this is an Admin Daily Dashboard, you need to schedule it to email you every day so you are ready to check your email in the morning for the first time.

Features of Salesforce Dashboard

Salesforce Dashboards translates the information to one of several visual components from the source reports. Depending on the type of data you have, you may opt to use a table map, scale, pie, or graph of another kind.

Charts and figures, however, aren't the only thing you get to deal with. You can customize and tailor the entire dashboard to suit your needs. Furthermore, the dashboard helps you keep track of your schedule with a feature you use to monitor both your customer tasks and your appointments.

Perhaps your first reaction is that this really must be hard to set up. You can do it in a matter of minutes though. The Salesforce team developed the Dashboard Builder as a drag-and-drop app. Simply pick the source report you want to have a chart for, choose the type of chart you want, and drag it over to the tab. It is as plain as that, actually. You can then monitor who gets to display the chart and set up different filters to do so. A filter lets you view a particular set of information such as a quarter or drug.

Benefits of Salesforce dashboard

Salesforce Dashboards bring real-time reports and client knowledge access to your disposal, along with your colleagues. By implementing this simple framework the amount of time you can save is significant. 4,000 Salesforce customers reported that the amount of time they spent reporting by 52 percent, according to a survey. Because they actually paid someone to produce those reports, the most likely cut their budget.

You may also use the Salesforce Dashboard as an instrument for attracting more customers. Show them the visual representation of the success of your company, and give the same quality of service to them. Positive statistics can hardly be ignored, especially when the dashboard makes them look so appealing.

Importance of Dashboard for Salesforce admin

The dashboard will help you become a more effective Salesforce administrator course. It has the information to tell you what's going on in your organization. Then it will help you to rectify mistakes yourself. The last thing you want as an Admin is to find out you need 10 more licenses or you are over the limit of our API. Then worse, is to find out 50 percent of the users don't even sign in to Salesforce. That makes you look like a completely ineffective Admin. Hence If you have the knowledge it will save a lot of time and suffering in the future for you and your company. So knowledge of building a dashboard is important for admin.

Conclusion

I hope you may reach to a conclusion about Salesforce dashboard usage by Salesforce admin. You can learn more through Salesforce admin training.