Salesforce Platform App Builder Certification Training - Dashboards Subscription

The video tutorial explains how to use the dynamic Salesforce interface, focusing on setting up reminders through email or chat. It guides users on configuring automatic dashboard refreshes and sending updated versions via email on a set schedule. The tutorial also covers subscribing to dashboards, detailing the steps to receive automatic updates and notifications.

What is one way leaders can be reminded to check specific views in Salesforce?

• By setting up a calendar event

• Through email or chat reminders

• Through phone alerts

• By using sticky notes

What is the first step in setting up automatic dashboard refreshes?

• Setting a reminder on your phone

• Sending an email to the team

• Reviewing a sales overview dashboard

• Creating a new dashboard

How can a user subscribe to a dashboard in Salesforce?

• By sending a request to the admin

• By clicking on the dashboard and selecting 'Subscribe' from the dropdown menu

• By setting a reminder in the calendar

• By downloading a subscription app

What options are available for setting up a subscription schedule for a dashboard?

• Hourly, daily, or weekly

• Daily, weekly, or monthly

• Monthly, quarterly, or yearly

• Weekly, bi-weekly, or monthly

What can users do after subscribing to a dashboard?

• Delete the dashboard

• Set up a new dashboard

• Share the dashboard with non-users

• Automatically refresh the dashboard and receive updates via email