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Salesforce Reporting and Dashboards by Johan Yu

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Integrating dashboards with Chatter

In a report, you can track the report name and description changes in the Chatter feed. The same applies to a dashboard; you can track a dashboard in the Chatter feed for:

  • Dashboard Running user
  • Dashboard unique name
  • Description
  • Title

Additionally, in a dashboard, you can post a dashboard component as a snapshot to:

  • The Chatter dashboard feed
  • The Chatter group or user feed

Feed tracking

You can utilize the Chatter feed in a dashboard to collaborate with your team, for example, to draw attention to the sales pipeline and so on.

Let's open My Dashboard, which we created earlier. Below the dashboard name, there is a panel and a link called Show Feed. Clicking on this link will display Post, File, Link, and More, as shown ...

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