Hey Ohana, now we can download Dashboard as Image in Salesforce. Earlier when we had to show Dashboard images in Slides or anything, we used to use some tools to capture the screen and cut the image.
Later, we could directly use tools like Snipping Tools in Windows and Command+Shift+4 in Mac. But those days are gone. Now the Dashboard can be easily downloaded in Salesforce with a button click.
Download Dashboard as Image in Salesforce
First, create two reports Accounts by Type and Cases by Origin in Salesforce, where we will group rows by Type and Origin respectively.
This is how our reports would look like:
Accounts by Type
Cases by Origin
Then, create a Dashboard and add these two reports as components. This is how our Dashboard looks like:
In order to download Dashboard as Image in Salesforce, follow two simple steps:
- Click on the Dropdown arrow in the top right corner.
- Click on Download.
That is all, the image will be downloaded to your downloads folder. This is how the downloaded dashboard looks like:
Please note that this feature is only available in Lightning Experience.
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Check official Salesforce documentation to know more about the latest features in Summer ’21 release here.
Thank you for going through the post. See you in the next implementation.