Dynamic Dashboards: Key Considerations for Deployment

Two Important Considerations for Deploying Dynamic Dashboards

Question

Which two considerations should be made when deploying dynamic dashboards? (Choose two.)

Answers

Explanations

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A. B. C. D.

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When deploying dynamic dashboards in Salesforce, there are two important considerations to keep in mind:

  1. A. Dynamic dashboards must be manually refreshed: Dynamic dashboards in Salesforce require manual refreshes to update the data displayed on the dashboard. Unlike static dashboards, which automatically refresh at predefined intervals, dynamic dashboards rely on users to manually refresh the data. This means that users need to actively refresh the dashboard to see the most up-to-date information. It's important to communicate this requirement to users and train them on how to refresh the dashboard to ensure they have access to the latest data.

  2. C. Dynamic dashboards must be saved in public or shared folders: When deploying dynamic dashboards, it's necessary to save them in public or shared folders. This ensures that the appropriate users have access to the dashboard. Public folders allow all users within the organization to view and access the dynamic dashboard. Shared folders, on the other hand, restrict access to specific users or groups who have been granted access permissions. By saving dynamic dashboards in public or shared folders, you can control who can view and interact with the dashboard, ensuring that it reaches the intended audience.

To summarize, when deploying dynamic dashboards in Salesforce:

  • You need to inform users that the data on dynamic dashboards must be manually refreshed to see the latest information.
  • Save the dynamic dashboards in public or shared folders to control access and make sure they reach the intended audience.