gokubi.com

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.

This entry was posted on Monday, February 25th, 2008 at 8:33 am and is filed under CRM, Technology. You can leave a response, or trackback from your own site.