Salesforce Features

Dashboard Scheduling

Scheduling When Dashboards are Automatically Refreshed and Mailed

Dashboard_scheduling_thumbEnterprise and Unlimited Editions

  • Consistently provide the most up-to-date data
  • Improve user adoption with dashboards that are pushed out to users

A dashboard is a group of charts or components that graphically display your custom report data. With Spring ’08, authorized users will be able to schedule when dashboards are automatically refreshed and emailed to a set of users.

  • Email Dashboards: You can email a dashboard to a subset of users.
  • Schedule Refresh of Dashboards: You can set up a dashboard refresh schedule, so that users who review their dashboards at specific times always get up-to-date data at those times.

Note: This feature is enabled by default.

Dashboard_scheduling_detail

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