Dashboard Builder opens whenever you create or edit a dashboard. The steps below assume the underlying reports already exist; build the reports first.
- Create the dashboard shell
Dashboards tab, New Dashboard. Give the dashboard a clear name and pick the folder. Folder placement controls who can see the dashboard; pick a shared folder for team dashboards and a private folder for personal exploration.
- Add the first component
Click + Component in the dashboard header. Pick the source report. Choose a chart type (bar, donut, metric, table, line). The right panel lets you set the grouping, the measure, the legend, and any conditional formatting. Save and the component drops into the grid.
- Configure the Running User
Click the gear icon, choose View Dashboard As. Pick Run as Specified User (one snapshot for everyone), Run as Logged-In User (each viewer sees their own data), or Let Viewers Choose. Each option has data-security implications; read the docs on Dynamic Dashboards before enabling Logged-In User.
- Add dashboard filters
Open the gear, choose Filters, click + Add Filter. Pick a field that exists on the source reports, set the operator and the picklist of values. Filters apply across every component that has the filter field on its source report.
- Schedule and subscribe
From the dashboard list view, click Subscribe to receive a snapshot via email or Slack on a cadence. From the dashboard properties, set a refresh schedule so the cached dashboard updates automatically. Subscriptions and refresh are separate features that complement each other.
Specified User, Logged-In User, or Viewer Chooses. Determines which records the underlying reports return.
Up to three filters per dashboard, each with up to 50 filter values. Apply across every component whose source report has the filter field.
Manual, scheduled, or on-page-load. Scheduled refresh caps at one schedule per dashboard. Daily, weekly, or monthly cadence; specific time of day.
Bar, column, line, donut, funnel, metric, table, Lightning table, gauge, scatter. Some types support stacked, cumulative, or cumulative-percent variants.
- Run as Specified User can expose data the dashboard audience should not see. The chosen user''s record access scopes every component.
- Dashboard filter picklist values are configured per-dashboard. Adding new values to the source field does not auto-update the filter; edit manually.
- The 24-hour cache means a dashboard you open today might show data from yesterday. Manual refresh or component-level refresh forces a re-run.
- Components capped at 2,000 rows per source report. Larger source data sets get truncated silently; build aggregating reports for high-volume data.
- Subscriptions and refresh schedules are separate. Setting up a refresh does not email anyone; setting up a subscription does not update the cached dashboard.