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03-17-2017, 04:13 PM #1
- Join Date
- Jun 2014
- Posts
- 137
CRM*Tip of the Week -*Auto Refresh your Salesforce Dashboards & Reports
Salesforce Dashboards and Reports allow for some of the smoothest and smartest data processing on the market. You can keep track of deals and sales to amazing extents, but sometimes your dashboards can get off or out of date. Of course, since you are working in Salesforce, fixing that is no sweat. With a bit of light coding, you can set up your Dashboard to Auto Refresh and give you some more peace of mind. Don’t worry, the hard part has been done for you, just a little copy/paste is all that is left to do.
Follow this link for a short and sweet tutorial on freshening up your data.
The CloudMyBiz Team
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