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How to enable Mobile Dashboards Settings in Salesforce

  • April 26, 2021
  • Merfantz Editor
  • Salesforce Admin Tutorial
  • 0

Salesforce dashboards allow us to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and we can customize how data is grouped, summarized, and displayed for each component. The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports or Visualforce pages we’ve created in Salesforce.

In addition to dashboards, we also have options to add charts to reports and record page layouts. Read on to learn about our options for visualizing our data with report charts and dashboard components.

Salesforce.com’s Mobile Dashboards iPad application is available from Apple’s App Store. To use this feature in our mobile, we have to enable this feature.

Please follow the below steps to enable the feature :

Step-1 : In setup, Search for the Mobile Dashboard Settings in the Quick find box.

enable Mobile

Step-2 : Then, Under the Mobile Administration > Mobile Dashboards click and open the Setting.

Mobile Dashboard Settings

Step-3 : Once Mobile Dashboard Settings page opened, now we need to enable the feature by checking the checkbox named “Enable the Mobile Dashboard iPad app for all users”.

Mobile Dashboard Settings

Once its enabled, this feature will works fine on our device.

For external reference : Click here

For more blogs : How to Setup Email Deliverability Settings in Salesforce

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Merfantz Editor
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