Filtering dashboards

Before talking about filtering a dashboard, let's see the previous dashboard from the Save As action. Create a new Sales Amazing Dashboard, which will cover only opportunity-related stuff (I've added a simple metric component that shows the number of opportunities for the current year):

Dashboard created by cloning another dashboard using the Save As action

This feature is very useful because it allows us to create a new dashboard without starting from scratch.

Now click Edit on this new dashboard and then the + Filter button to create a new filter:

Adding a dashboard filter on a currency field

This filter is based ...

Get Salesforce Advanced Administrator Certification Guide now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.