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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Posting a dashboard snapshot to Chatter

In the previous chapter, we discussed a few ways of sharing dashboards with users. Here, we will discuss another way to share dashboards with users. Let's take an example where you want to share a dashboard with Chatter Free Users or a Chatter group. In this case, you can't grant folder access or use a scheduled dashboard for a future run with Chatter Free Users. However, using a dashboard snapshot of the Chatter feature, you can share a static snapshot of the dashboard with Chatter Free Users. To post a dashboard snapshot to Chatter, follow these steps:

  1. First of all, we have to enable the Chatter feed-tracking option for a dashboard. To do this, navigate to Name | Setup | App Setup | Customize | Chatter | Feed Tracking.
  2. Click on the Dashboard object, select the Enable Feed Tracking checkbox to enable it, and select all the four fields, as shown in the following screenshot:
    Posting a dashboard snapshot to Chatter
  3. Click on Save.
  4. Now, we have to enable Dashboard Component Snapshots...
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