Photo by Markus Spiske on Unsplash
I built my first Salesforce dashboard this week. It was both frustrating and kind of addictive.
First, I had to wrap my head around reports—how to group rows, summarize fields, and filter records. I have been building reports for a while, and never thought much about it. But while working on my first dashboard, I realized that not every report type gives you the fields you need. Once I figured that out and dropped a few report charts into a dashboard, it felt like the whole concept of a dashboard clicked for me.
Here’s what helped:
Always check the report type first
Use summary or matrix reports for grouped data
Add filters to avoid pulling in junk data
My first dashboard tracks open cases by status and owner. It’s not fancy, but it’s live—and people are already using it. That’s a solid win.
