Scheduling a dashboard refresh

This is a very useful feature to get the system to auto refresh a dashboard on a schedule. You can also configure the system to email the dashboard to you and your team. Unfortunately, this feature is not available in Lightning until the Summer '17 release, so you need to switch to Classic to configure this.

To schedule refresh a dashboard, perform the following steps:

  1. Open the dashboard from Classic.
  2. Click on the arrow near the Refresh button. This is not available for free editions of Salesforce.
  3. Click on Schedule Refresh.... Consider the following screenshot:

Next, you need to configure the following:

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