Configuring Salesforce Chart Dashlets
You can configure the following Salesforce Chart Dashlet options:
• The object and list view whose records you want to plot.
• Filtering settings, including date range and SOQL query syntax.
• Auto-refresh settings.
To configure Salesforce Chart Dashlets:
1. In Max Designer, click Developer Tools (
) > , and then in the left pane, search for and click Salesforce Chart Dashlet.
) > , and then in the left pane, search for and click Salesforce Chart Dashlet.2. On the object design page, in the left pane, click Records, and then in the list view, in the top left corner, click Create (
).
).3. On the New Salesforce Chart Dashlet page, complete the fields as follows, and then in the top left corner, click Save and Close (
).
).|
Field
|
Description
|
|---|---|
|
Name
|
Enter a name for the Dashlet.
|
|
Salesforce Object API Name
|
Enter the API name for the object related to the list view you want to plot.
|
|
Salesforce List View API Name
|
Enter the API name for the list view you want to plot.
|
|
Last N Days
|
Specify the number of days to monitor, including the current day.
|
|
SOQL
|
Define the query that retrieves the total count of records per monitoring day as needed.
|
|
Display Width
|
Select the number of columns you want to use to display the Dashlet.
|
|
Auto Refresh
|
Enable or disable auto-refresh.
|
|
Auto Refresh Interval
|
Define how often the chart is automatically refreshed.
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