How can I effectively use Salesforce dashboards?
An example of an AI chatbot conversation about Salesforce dashboard user training.
How can I effectively use Salesforce dashboards?
To effectively use Salesforce dashboards, start by identifying the key metrics you want to track. What specific data are you interested in?
I want to track sales performance and customer engagement.
Great! You can create a dashboard that includes charts for sales trends, pipeline stages, and customer interactions. Would you like guidance on how to set this up?
Yes, please! How do I create a new dashboard?
To create a new dashboard, go to the Dashboards tab, click 'New Dashboard', and then choose the components you want to add. Would you like to know more about customizing these components?
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