Salesforce Dashboards: Print it

Imagine you’re in a meeting, and you want to showcase the performance metrics of your team. You pull up a Salesforce dashboard on the screen, and everyone’s impressed. But what if someone asks for a hard copy?  Until recently, this was a challenge for many Salesforce users.

The Problem

Salesforce dashboards are a powerful tool, providing a visual representation of data, making it easier to digest and understand. However, there was a missing piece in this puzzle: the ability to print these dashboards directly from Salesforce in a user-friendly format. Users wanted to see all components on the dashboard, and trying to zoom out to grab a comprehensive screenshot of the dashboard is sometimes too difficult.  

The Solution

Salesforce, always attentive to its users’ needs, introduced a feature in Summer ’21 that allows users to download dashboards as PNG directly from the platform. No more juggling between applications or settling for less-than-perfect screenshots. This feature ensures that users can easily share, present, and distribute their dashboards in a format that’s both convenient and professional. For more details on this feature, Salesforce has provided a helpful guide.

Why this Matters

In today’s fast-paced business world, efficiency is key. The ability to quickly print or download a dashboard can save valuable time during meetings and presentations. Moreover, having a hard copy can be beneficial for those who prefer a tangible reference point or for instances where digital access might be limited.

How to Use the New Feature

1. Access Your Dashboard: Log into your Salesforce account and navigate to the dashboard you wish to print.

2. Find the Download Button: Look for the “Download” button at the top right of the dashboard

4. Save: Once you click “Download”, you can save it to your computer in PNG format.


Wrapping Up

Salesforce continues to evolve, always aiming to enhance the user experience. This new feature is a testament to their continued commitment to addressing user needs and making the platform more versatile. And for those looking to optimize their Salesforce experience even further, consider checking out SOLVD.  As a dedicated Salesforce consulting firm, SOLVD is committed to providing top-tier, cost-effective solutions that defy industry norms.

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