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Salesforce CRM: The Definitive Admin Handbook by Paul Goodey

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Dashboards

Dashboards are visual information snapshots that are generated from the data in associated reports and are presented as graphical elements. These graphical elements are known as dashboard components, of which there are the following five types: charts, gauges, tables, metrics, and Visualforce pages.

Dashboards can have up to 20 components and you can control users' access to dashboards by storing them in folders with appropriate permissions where folders can be public, hidden, or restricted to groups or roles.

Dashboards are further configured by allowing them to run with the concept of a running user, which means that the named user's security settings determine which data to display. Here, all dashboard viewers see data according ...

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