Data and Analytics Management17% of the exam
Dashboards: widgets, running user and refresh
Build Lightning dashboards from source reports and widgets, choose chart, gauge, metric or table, add dashboard filters, pick a static or dynamic running user within edition limits, and keep data current with refresh and subscriptions.
Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters).
~8 min read · 10 practice questions ·
What the exam expects
- Build a dashboard from source reports and pick the right widget (chart type, gauge, metric, table) for a business question.
- Choose between a dashboard filter, a static running user and a dynamic dashboard when one dashboard must serve several audiences.
- Apply the limits and restrictions of dynamic dashboards, including the per-edition cap, no scheduled refresh, no subscription and no private folder.
- Keep dashboard data current with manual refresh, subscriptions and (in Salesforce Classic) scheduled refresh, and explain why a dashboard can disagree with its report.
- Know the permissions for creating dashboards, filtering them and letting viewers change whose data they see.
Key facts
Source reports per widget
- Detail
- Exactly one; widgets can use different reports
Widget types
- Detail
- Chart, gauge, metric, table, text, image
Widgets per dashboard
- Detail
- Up to 25, max 20 charts and tables
Dashboard filters
- Detail
- 5 per dashboard, 50 values per filter
Filters in emails
- Detail
- Not applied to subscription or scheduled emails
Dynamic dashboard cap
- Detail
- Enterprise 5, Unlimited and Performance 10, Developer 3
Dynamic dashboard refresh
- Detail
- Manual only, no subscription
Dynamic dashboard folder
- Detail
- Not a private folder
Choose running user
- Detail
- View My Team's Dashboards or View All Data
Refresh cooldown
- Detail
- Refresh within 1 minute of the last is ignored
Lightning scheduled refresh
- Detail
- Through a dashboard subscription
Subscriptions per user
- Detail
- 15 dashboards in Unlimited, 7 elsewhere
Sources for this section (8)
- Build a Dashboardhelp.salesforce.com (opens in a new tab)
- Dashboard Limitshelp.salesforce.com (opens in a new tab)
- Filter a Dashboardhelp.salesforce.com (opens in a new tab)
- Schedule a Dashboard Refreshhelp.salesforce.com (opens in a new tab)
- Dynamic Dashboardshelp.salesforce.com (opens in a new tab)
- Dashboard Data Visibilityhelp.salesforce.com (opens in a new tab)
- Refresh Dashboard Datahelp.salesforce.com (opens in a new tab)
- Subscribe to Dashboardshelp.salesforce.com (opens in a new tab)
- When would you use a gauge rather than a metric widget?
- Why can two managers opening the same dashboard see different totals?
- Which permissions let a viewer see a dashboard as someone else, and whose views can each one reach?
- What are three things you can't do with a dynamic dashboard that you can do with a static one?
- How do you refresh a Lightning dashboard on a schedule without emailing anyone?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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