5 Steps to Auto Refresh Dashboard Data Using Salesforce.com
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Transcript of 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
04/09/23
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[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!
04/09/23
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[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
04/09/23
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[email protected] | www.wiserspread.com | 650.454.9544
Auto Refresh Your Homepage Dashboards
2. Click customize, Home, Homepage Components
3. Edit Messages and Alert
04/09/23
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[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>
04/09/23
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[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
04/09/23
For more information contact us [email protected] or call us at
650.454.9544