Thursday, June 26, 2014

Salesforce.com: Dashboard Components Through Chatter

Would you like to post a snapshot of a dashboard component to Chatter?  A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refreshed.

First Enable Feed Tracking for Dashboards:
  1. Go to Setup - > Customize - > Chatter - > Feed Tracking.
  2. Look for the Dashboard object and click Enable Feed Tracking



Next Enable Dashboard Component Snapshots in order to Post to User or Chatter Group:
  1. Go to Setup - > Customize - > Reports & Dashboards - > User Interface
  2. Look for Chatter Options and click Enable Dashboard Component Snapshots

If you have enabled both options above, go back to your dashboard, make sure to refresh, then hover your mouse over a dashboard component and you’ll see an arrow at the top right of the chart component:

Click on either and add an optional comment.

Below are screenshots of a post to a Dashboard feed and to a Chatter Group:


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