How can I create effective dashboards in Salesforce?
An example of an AI chatbot conversation about creating dashboards in Salesforce.
How can I create effective dashboards in Salesforce?
To create effective dashboards in Salesforce, start by identifying 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 use the Sales Performance and Engagement reports. Would you like to know how to add these to your dashboard?
Yes, please guide me through the process.
First, go to the Dashboards tab, click 'New Dashboard', and then select the reports you want to include. You can customize the layout as well.
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