Welcome to Trailblazer Talk! In this episode, Ethan Parker and Sophia Bennett walk you through Creating Dashboards in Salesforce with the latest updates for 2024. Inspired by Andreea Doroftei’s detailed guide, we explore the fundamentals of Salesforce Dashboards, including their key components like Chart/Table widgets, Rich Text, and Images. Learn how to effectively visualize your data by selecting the right widget types and configuring them to highlight important metrics such as sales performance and opportunity stages.

We also provide a step-by-step approach to building your first dashboard, from ensuring your reports are properly set up to customizing the user experience with filters and branding elements. Additionally, discover best practices and key considerations to optimize your dashboards for maximum impact, including understanding component limits and leveraging dynamic dashboards. Whether you're a new Salesforce Admin or looking to enhance your reporting skills, this episode equips you with the essential knowledge to create insightful and user-friendly dashboards that drive business success. Listen now to master Salesforce Dashboards with Trailblazer Talk!

Source: Salesforce Ben