5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

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[email protected] | www.wiserspread.com | 650.454.9544 5 Easy Steps to Auto Refresh Your SalesForce.com Homepage Dashboards 08/25/2 2

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Using salesforce.com reports and dashboards? here is an easy way to make it a push report/dashboard

Transcript of 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

Page 1: 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

[email protected] | www.wiserspread.com | 650.454.9544

5 Easy Steps to Auto Refresh Your SalesForce.com Homepage

Dashboards

04/09/23

Page 2: 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

[email protected] | www.wiserspread.com | 650.454.9544

5 Easy Steps to Auto Refresh Your SalesForce Homepage Dashboards

• One of the greatest features of SalesForce.com is its Dashboards.

• If you used Dashboards before, most likely you are familiar with the feeling that something in the data seems fishy.

• But then you realize: “Oh, I need to refresh it!”Well, NO MORE!

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Page 3: 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

[email protected] | www.wiserspread.com | 650.454.9544

Auto Refresh Your Homepage Dashboards

• This TIP will help keep your Dashboards refreshing with the up to date information.1. Go to the setup menu

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Page 4: 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

[email protected] | www.wiserspread.com | 650.454.9544

Auto Refresh Your Homepage Dashboards

2. Click customize, Home, Homepage Components

3. Edit Messages and Alert

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Page 5: 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

[email protected] | www.wiserspread.com | 650.454.9544

Auto Refresh Your Homepage Dashboards

4. insert the below code anywhere in the data entry box:

<script type="text/javascript"> var run; function sa_refresh() { var dashboardButton = document.getElementById("db_ref_btn"); dashboardButton.click() } setTimeout(sa_refresh, 5000); //Runs the Refresh function every 5 minutes using Milliseconds (1minute = 60000) run = setInterval(sa_refresh,300000); </script>

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Page 6: 5 Steps to Auto Refresh Dashboard Data Using Salesforce.com

[email protected] | www.wiserspread.com | 650.454.9544

Auto Refresh Your Homepage Dashboards

• That’s it! Your Homepage Dashboards will refresh every time you click the home tab or every 5 minutes

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For more information contact us [email protected] or call us at

650.454.9544