Book Image

Salesforce Platform App Builder Certification Handbook

By : Siddhesh Kabe
Book Image

Salesforce Platform App Builder Certification Handbook

By: Siddhesh Kabe

Overview of this book

The Salesforce Certified Platform App Builder exam is for individuals who want to demonstrate their skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of Force.com. This book will build a strong foundation in Force.com to prepare you for the platform app builder certification exam. It will guide you through designing the interface while introducing the Lightning Process Builder. Next, we will implement business logic using various point and click features of Force.com. We will learn to manage data and create reports and dashboards. We will then learn to administer the force.com application by configuring the object-level, field-level, and record-level security. By the end of this book, you will be completely equipped to take the Platform App Builder certification exam.
Table of Contents (17 chapters)
Salesforce Platform App Builder Certification Handbook
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
Index

Scheduling a dashboard refresh


We can also schedule for the dashboard to refresh at particular intervals.

Tip

This feature is available only for EE and UE users.

To schedule a dashboard refresh, perform the following steps:

  1. On the Dashboards tab, select a dashboard using the View Dashboard field.

  2. Click on Refresh and choose Schedule Refresh, as shown in the following screenshot:

  3. The Schedule Refresh option will open another page, as shown in the following screenshot:

The following steps correspond to numbers on the preceding screenshot:

  1. Select the appropriate users to e-mail this report to. If more than one user is in the delivery list or it is sent to a public group, we need to save this dashboard in the public folder where all the recipients will have access to it.

  2. Select the frequency of scheduling the refresh, which can be daily, weekly, or monthly.

  3. Select the start and end date for the refresh. Find the available options for the appropriate time. The time is dependent on other scheduled dashboards...