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Edit a Dashboard

How to Edit a Dashboard in Salesforce

Edit a Dashboard

Edit a Dashboard

  1. Open the dashboard you want to edit.
  2. Click Edit.
    Edit a Dashboard

You have a lot of options to work with when you're editing a dashboard.

Delete a Component

  1. Click the X button on the component you want to delete.
  2. Click Yes to confirm the deletion.
    Delete a Component

The component is deleted.

Move a Component

You can easily change where a component appears using Salesforce.

  1. Click and drag the component to the desired location on the page.
    Move a Component

The component moves to the designated position.

Edit a Component

  1. Click the wrench icon on the component you want to edit.
    Edit a Component

    The Component Editor appears.

  2. Make the desired changes.

    You can select the kind of chart you want to use for the component. If the report which the component is based on already has its own chart, you can use that. Just check the Use chart as defined in the source report box.

  3. Click OK when you're finished editing the component.
    Edit a Component

Change Column Size

Resizing columns is just as easy as manipulating other components of Salesforce.

  1. Click the size arrow for the column.
  2. Select the size you want.
    Change Column Size

The column is resized.

Change a Dashboard's Properties

  1. Click the Dashboard Properties button.
  2. Edit the dashboard title and/or folder.

    Make the desired changes to your dashboard.

  3. Click OK to close the Dashboard Properties dialog box.
    Change a Dashboard's Properties

Save a Dashboard

You’ll want to be able to return to your dashboard. It’s simple to save your project for later. If you're doing a lot of editing, you should save your changes periodically.

  1. Click Save.
  2. Click Close when you're finished editing.
  3. Click Save & Close or Close.
    Save a Dashboard

Salesforce exits editing mode and displays the changes you’ve made to the dashboard.