Book Image

Salesforce.com customization handbook

Book Image

Salesforce.com customization handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Posting a dashboard snapshot to Chatter


In the previous chapter, we discussed a few ways of sharing dashboards with users. Here, we will discuss another way to share dashboards with users. Let's take an example where you want to share a dashboard with Chatter Free Users or a Chatter group. In this case, you can't grant folder access or use a scheduled dashboard for a future run with Chatter Free Users. However, using a dashboard snapshot of the Chatter feature, you can share a static snapshot of the dashboard with Chatter Free Users. To post a dashboard snapshot to Chatter, follow these steps:

  1. First of all, we have to enable the Chatter feed-tracking option for a dashboard. To do this, navigate to Name | Setup | App Setup | Customize | Chatter | Feed Tracking.

  2. Click on the Dashboard object, select the Enable Feed Tracking checkbox to enable it, and select all the four fields, as shown in the following screenshot:

  3. Click on Save.

  4. Now, we have to enable Dashboard Component Snapshots. To do this...