Subscribe to Dashboards in Lightning Experience
Instead of updating a dashboard manually, you can subscribe to it on a schedule you set (daily, weekly, or monthly) and receive the updated dashboards results by email Mail. You can also add other users, groups and roles.
To schedule a dashboard, click the More Actions arrow. Select Subscribe. OR Click the dashboard for to set a schedule, and then click Subscribe.
In the web portal, right-click the Power BI report and select Manage. Select the Scheduled Refresh tab from the left menu. On the Scheduled Refresh page, select New Scheduled Refresh Schedule. On the New Scheduled Refresh Schedule page, enter a description and schedule when you want your data model to be refreshed.
Required editions and user permissions
Click Auto refresh preview. The switch turns on or off. When this option is checked, the report preview is automatically updated after each change you make to the report.
Dynamic dashboards, where a dashboard runs based on the logged-in user, cannot be scheduled.
You can subscribe to dashboards yourself and also add other users, groups and roles. Schedule dashboards to refresh on a schedule you set (daily, weekly, or monthly) and receive updated dashboard results by email.
Make changes to Salesforce to allow dynamic dashboards to update automatically.
Salesforce Lightning Scheduler is a Salesforce add-on that lets your customers book appointments with your company. With this tool, you allow your clients to schedule a meeting, phone call, video call, or face-to-face discussion with members of your team right on your website.
You can set up a report that runs daily, weekly, or monthly and automatically sends the results to the people who need them. That way you don’t have to remember to sign up and do it yourself.
Salesforce Scheduler (formerly known as Lightning Scheduler) gives you the tools you need to simplify scheduling in Salesforce. Create a personalized experience by arranging customer appointments – in person, by phone or via video – with the right person, in the right place and at the right time.
Salesforce Scheduler gives you access to a set of standard objects found in setup and as tabs in Salesforce. Salesforce Scheduler shares these objects with Field Service. These objects make up the core functionality of Salesforce Scheduler, including appointments.
The dashboard update will run within 30 minutes of your preferred start time. For example, if you select 2:00 PM, the update can occur any time between 2:00 PM and 2:29 PM, subject to availability. Note Your preferred start time may not be available if other users have already selected it.
In the “Scheduled update” section define the frequency and time windows for updating the record. Some data sources do not require a configurable gateway for updating; other data sources require a gateway.
Alternatively, 4,096 auto-refresh commands can be issued in a burst at the minimum cycle rate (tRC) once every 64 ms. The self-refresh command can be used to retain data in SDRAM even when the rest of the system is powered off. In self-refresh mode, the SDRAM stores data without external clocking.