When you're viewing a Salesforce dashboard, you might notice that the last refreshed date occurred in the past. Here's an example:

To refresh the dashboard so it reflects the most current data, click the refresh button in the upper right corner of the screen.

The dashboard will refresh with the most current data.

The dashboards available on the Salesforce Homepage are able to be filtered to showcase email information specific to a campus or business unit during a particular timeframe. It's the fastest and most efficient means of getting a pulse on your campus'/units' work and how it compares to others.

• Login to Salesforce
• On the left are Dashboards for all of eComm. On the right side, you'll see a block labeled Business Unit Dashboards.
  • Available Business Unit Dashboards are broken down by the question it will help you address. Current options include:
    • How are emails performing?
    • When are emails performing?
• Select your campus Dashboard

• In the new tab, filter the Dashboard by Business Unit and/or Date Sent timeframe (it will automatically refresh - give it a minute)

1. Login to Salesforce
2. Select Dashboards in the top navigation
   • Dashboards you recently viewed will automatically display
3. Click All Dashboards listed on the left of the screen
4. Select the Dashboard Name to view it

Subscribing to Dashboards (up to five) delivers dashboard information to your inbox at a cadence you choose. Follow these steps to subscribe yourself:

1. Navigate to the Dashboard to which you wish to subscribe (instructions above)
2. In the top right corner, click Subscribe
3. A popup will allow you to schedule your subscription:
   • Frequency: Daily/Weekly/Monthly
   • Day(s): Any day of the week
   • Time: Any time of day, on the hour
4. Click the blue Save button in the bottom right of the pop-up

If you find yourself consistently navigating back to the same dashboards, using the favorite feature can save you clicks (and time). 

• Login to Salesforce
• Click Dashboards in the top navigation
• Select All Dashboards listed down the left
• Search for the name of the Dashboard (in this example, 'filter')
• Once you see the name of the dashboard you wish to favorite, click the down arrow in the last column.
  • You may have to scroll the the left to see the last column.
• Click Favorite in the dropdown.

Now you can easily navigate to your favorites in two different ways:

• Select the My Favorites dropdown in the top-right corner of Salesforce.
• All favorites will be listed below.

• Select the dropdown arrow to the right of Dashboards in the top navigation.
• Your favorite Dashboards will be pinned to the top.

As you subscribe to dashboards, take note of these limitations:

• You can subscribe to filtered dashboards, but dashboard filters are never applied to emailed dashboards. When you open the email, the dashboard is displayed unfiltered.
• Each user can set up subscriptions for up to 5 dashboards.