Email Dashboards

Last Updated on Monday, 25 February 2008 08:33 Written by Steve Monday, 25 February 2008 08:33

Spring ’08 contains the ability to schedule automatic refreshing of your dashboards. This is a really great feature and one that I have already started using in my own Salesforce database. Having dashboards auto-refresh is nice–there was always some cognitive dissonance when looking at dashboards. My mind, and the mind of my clients, always tried to make sense of the data before realizing that it was old data. “What’s going on here? Oh, this is data from last month.” Refresh and all is well. Now you can auto refresh, so it’s more likely that when someone looks at a dashboard, it will look right.

Another great side effect of scheduling dashboards is that once they are refreshed, you can automatically email them to people. I just received my first weekly emailed dashboard, which shows me some financial details on our consulting projects. This is a handy dashboard I created, but don’t look at often enough. Now, it will be sitting in my inbox every Monday morning. Love it.

Setting this up is easy, just go to your dashboard. Under the Refresh button you will now see the Schedule Refresh option. From there it’s a piece of cake.

The Beach in February

Last Updated on Sunday, 24 February 2008 10:08 Written by Steve Sunday, 24 February 2008 10:08

Come work here!

Last Updated on Thursday, 14 February 2008 10:05 Written by Steve Thursday, 14 February 2008 03:30

This is by far the best organization I’ve ever worked with. We’re doing great stuff with environmental groups. We’re doing really fun things with Salesforce, Plone, and that amazing uncharted territory between them. We’re excited about integration, web services, open source, and all things modern and interesting.

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