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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for editing and maintaining a dashboard

There are two ways to edit a dashboard:

  • Open the dashboard and click on the Edit button, as shown in the following screenshot:
  • In the Dashboards tab or Search result, find the dashboard and click on the Edit link under the arrow dropdown for the dashboard, as shown in the following screenshot:

Once you are in the Edit mode or the Dashboard Builder, you can add, delete, or modify existing components, the same as when you create a new dashboard. You can save the modified dashboard ...

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