Configuring Salesforce List View Dashlets
You can configure the following Salesforce List View Dashlet options:
• The object and list view whose records you want to show.
• The columns and rows to display.
• Auto-refresh settings.
To configure Salesforce List View Dashlets:
1. In Max Designer, click Developer Tools (
) > , and then in the left pane, search for and click Salesforce List View Dashlet.
) > , and then in the left pane, search for and click Salesforce List View 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 List View 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 show.
|
|
Salesforce List View API Name
|
Enter the API name for the list view you want to show.
|
|
Display Width
|
Select the number of columns you want to use to display the Dashlet.
|
|
Columns to Display
|
Configure the number of columns to display in the list view.
|
|
Rows to Display
|
Configure the number of rows to display in the list view.
|
|
Auto Refresh
|
Enable or disable auto-refresh.
|
|
Auto Refresh Interval
|
Define how often the list view is automatically refreshed.
|