In Salesforce you can share an image of a dashboard component with your colleagues, Sales teams using chatter. You can start your conversation about the current progress of your opportunity pipeline, Open Leads count, etc by sharing images of dashboard components on Chatter. It will give them insights and make your conversation more informative.
There are many reasons to share images of dashboard components. Request help with aging cases, ask a question about the pipeline, or congratulate the team for making quota!
How to use this feature for your dashboard?
Here are the steps
- View a dashboard.
- Find the component you want to share, and expand it by clicking .
- From the expanded component, click .
The Chatter menu opens. From the Chatter menu, you can compose your post and view the dashboard feed by scrolling down.
- Compose your post. You can @mention people and groups, and format with rich text. Go ahead and make your post as bold as you like!
- Click Share.
Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.