Salesforce Schedule Dashboard Refresh. Schedule Dashboards - Allows the user to schedule when dashboards
Schedule Dashboards - Allows the user to schedule when dashboards refresh, and send email notifications that include refreshed dashboards in HTML format. Each dashboard can have up to 20 components. When you subscribe to a report or dashboard, the report is run or the dashboard is refreshed according to the schedule you set, and you can opt to receive an email notification. In the Refresh Extracts dialog, select Schedule a Refresh, and complete the following steps: Refresh Type: Select the type of refresh you want. Follow our guide to visualize your data and drive insights for better decision-making. 3. Custom Setting Name: Auto Refresh Dashboard API Name: Auto_Refresh_Dashboard__c A new text field: Dashboard Id API Name: Dashboard_Id__c Then create an apex schedulable Design a dynamic sales forecasting dashboard in Google Sheets and Excel while an AI computer agent handles data syncing, cleanup, and daily refresh in the background. I would like the dashboard to be refreshed daily at 9pm, and emailed after the refresh. Log into Salesforce | Click Dashboards. Learn to share Salesforce dashboards into Google Sheets while an AI computer agent handles clicks, sharing rules, and updates so your team sees revenue.
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